VP, Regional TPA Consultant

Fidelity Investments•MA Work From Home, MA

2d•Remote

About The Position

The Role We’re looking for a strategic and relationship-driven TPA Consultant to focus and support our TPA relationships in the East Core Market sales region, as well as internal and external constituents to develop TPA proposal and sale opportunities. This role is central to our mission of delivering collaborate sales initiatives, exceptional service, and expanding our presence in the TPA marketplace. You’ll be the go-to partner for Core Market Account Executives, Advisor Consultants, Managing Directors, and other business leaders to help them thrive through tailored solutions and collaborative engagement with TPAs. Are you ready to lead and transform how Fidelity works with Third-Party Administrators (TPAs)? This is not just a consultant role—it’s an active growth role. You’ll be supporting the foundation for a program that will shape the future of our TPA partnerships, bringing innovation, structure, and strategy to a space ripe for evolution.

Requirements

Experience in TPA relationship management, retirement services, or strategic account support.
Strong understanding of advisory-based business models and fiduciary services.
Ability to manage multiple high-impact relationships with professionalism and agility.
A collaborative mindset and a passion for building programs that serve both partners and clients.
Series 07 - FINRA
Series 63 - FINRA

Responsibilities

Provide dedicated coverage and relationship management for TPAs firms in the East sales region, including local, regional, and national TPAs, and ensuring alignment with business goals and client needs.
Educate and support TPA firms as we further collaborate with TPAs for solutions with Fidelity’s products.
Work with the sales teams and Advisor Consultant team to develop new advisor relationships for sales executives and TPAs to drive growth and collaboration.
Collaborate with service teams to drive retention and growth across Core Market with a focus on 3(16) fiduciary services and TPA-aligned solutions.
Contribute to the evolution of our TPA program by identifying opportunities for efficiency, deeper collaboration, and scalable success.
Support the TPA Program team and ultimately the selling teams to drive sales and grow long term relationships with TPAs, plan sponsors, and trusted advisors.
Play a large role in supporting strategic initiatives, aligning cross-functional efforts, and inspiring business partners to accelerate Fidelity’s market growth with TPAs.