TPA Partnerships Director: Growth & Territory

Ascensus

Los Angeles (CA)

On-site

USD 125,000 - 175,000

Full time

14 days+

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Benefits offered by this job

401(k) match
Medical
Dental
Vision
Paid-Time-Off

Job summary

Ascensus, a leading technology and service platform for savings plans, seeks a TPA Business Development Director to grow and deepen relationships with Third Party Administrators. You will partner with local sales, train teams, and present Ascensus as a trusted recordkeeper to TPAs, traveling 25–50% as needed to meet with partners.

You will lead joint business planning with TPAs, develop co-branded marketing initiatives, and monitor progress against goals while maintaining CRM records and

Qualifications

  • Bachelor's degree or equivalent experience preferred.
  • 5+ years of experience in the retirement plan industry, ideally with exposure to TPAs, recordkeeping, or plan administration.
  • FINRA Series 6 and Series 63 licenses required.
  • ASPPA or NIPA professional designations a plus.
  • Excellent presentation, communication, and interpersonal skills.
  • Willingness and ability to travel 25–50% including overnight and multi-day trips.

Responsibilities

  • Territory & relationship development: partner with local sales reps to design strategy and build relationships with TPAs.
  • Joint business planning: establish joint marketing and sales goals with TPAs and track co-branded initiatives.
  • Partner support: act as escalation point and advocate for TPAs, coordinating with internal teams.
  • National & regional presence: represent Ascensus at conferences and support national programs.
  • Collaboration & reporting: maintain CRM records and provide updates on territory progress and performance.

Skills

Relationship management
Presentation
Communication
Interpersonal skills
Self-motivated
Travel readiness

Education

Bachelor's degree

Job description

Ascensus, a leading technology and service platform for savings plans, seeks a TPA Business Development Director to grow and deepen relationships with Third Party Administrators. You will partner with local sales, train teams, and present Ascensus as a trusted recordkeeper to TPAs, traveling 25–50% as needed to meet with partners.

You will lead joint business planning with TPAs, develop co-branded marketing initiatives, and monitor progress against goals while maintaining CRM records and

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