TPA Retirement Plan Counselor

Capital Group • Scottsdale, AZ

2d

About The Position

The TPA Retirement Plan Counselor builds and supports Third-Party Administrator (TPA) relationships in the sales, service, and retention of retirement plans on Capital Group’s recordkeeping platforms. The role provides education and support on Capital Group’s investment and retirement plan solutions, helping TPAs better serve their clients and advisors. Territory management is critical to success. The counselor is expected to be self-driven, demonstrate strong leadership capabilities, and serve as a subject matter expert on TPAs for internal and external sales teams, product, marketing, compliance, HOST, and retirement plan services. The role covers a South regional territory and requires willingness and ability to travel up to 75% of the time.

Requirements

• At least 5 years of experience in third-party administration, retirement plan sales, or a related field.
• Bachelor’s degree in a relevant field of study.
• FINRA Series 7 and Series 63 licenses.
• In-depth knowledge of 401(k) plans, ERISA regulations, retirement plan products, and the retirement industry.
• Knowledge of current and emerging policies, practices, trends, technologies, and information affecting TPAs and retirement plan administration.
• Ability to influence senior-level clients and senior business leaders on strategic business matters.
• Sound judgment in resolving matters of high complexity.
• Intellectual curiosity and analytical skills.
• Ability to collaborate and maintain relationships inside and outside the organization to complete business objectives.
• Willingness and ability to travel up to 75% of the time.

Responsibilities

• Build and support TPA relationships in the sales, service, and retention of retirement plans on Capital Group’s recordkeeping platforms.
• Provide education and support on Capital Group’s investment and retirement plan solutions to help TPAs better serve clients and advisors.
• Manage a large territory.
• Serve as a TPA subject matter expert for internal and external sales teams, product, marketing, compliance, HOST, and retirement plan services.
• Plan and manage the work of diverse teams and develop and maintain internal and external working relationships.
• Lead and facilitate discussions with senior business leaders on broad and sometimes controversial topics.
• Develop processes and assignments for groups or teams to ensure work is completed in a timely manner.
• Lead and manage projects of significant scope across the organization.
• Travel up to 75% of the time.

Benefits

• Competitive salary.
• Individual annual performance bonus.
• Capital’s annual profitability bonus.
• Company-funded retirement plan contribution, including a stated contribution of 15% of eligible earnings.
• Generous time-away benefits.
• Health benefits from day one.
• Flexible work options.
• 2-for-1 matching gifts for charitable contributions and the opportunity to secure annual grants for charitable organizations.
• On-demand professional development resources.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior