TPA Retirement Plan Counselor

Capital Group; Denver (CO); On-site; USD 110,000 - 170,000; Full time

Benefits offered by this job

Health benefits from day one

Flexible work options

Charitable matching gifts

Professional development resources

Job summary

Capital Group is seeking a seasoned TPA Retirement Plan Counselor to build and manage strong relationships with third-party administrators across a large territory. You will educate clients on Capital Group's retirement and investment solutions and support sales, service, and retention efforts.

You will lead strategic initiatives, collaborate with internal teams, and influence senior leaders on complex business matters while ensuring timely, compliant execution of plans.

Qualifications

• 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 are required.

Responsibilities

• Build and support TPA relationships in the sales, service, and retention of retirement plans on Capital Group's recordkeeping platforms.
• Educate and support on investment and retirement plan solutions to TPAs and their clients/advisors.
• Manage a large territory and influence senior-level clients.

Skills

Relationship management

Leadership

Strategic thinking

Analytical skills

Communication

Education

Bachelor's degree

Tools

FINRA Series 7

FINRA Series 63

Job description

\"I can be myself at work.\"

You are more than a job title. We want you to feel comfortable doing great work and bringing your best, authentic self to everything you do. We value your talents, traditions, and uniqueness-and we're committed to fostering a strong sense of belonging in a respectful workplace.

We intentionally seek diverse perspectives, experiences, and backgrounds, investing in a culture designed to celebrate differences. We believe that belonging leads to better outcomes and a stronger community of associates united by our mission. At Capital, we live our core values every day: Integrity, Client Focus, Diverse Perspectives, Long-Term Thinking, and Community.

\"I can influence my income.\"

You want to feel recognized at work. Your performance will be reviewed annually, and your compensation will be designed to motivate and reward the value that you provide. You'll receive a competitive salary, bonuses and benefits. Your company‑funded retirement contribution will factor in salary and variable pay, including bonuses.

\"I can lead a full life.\"

You bring unique goals and interests to your job and your life. Whether you're raising a family, you're passionate about where you volunteer, or you want to explore different career paths, we'll give you the resources that can set you up for success.

• Enjoy generous time-away and health benefits from day one, with the opportunity for flexible work options
• Receive 2-for-1 matching gifts for your charitable contributions and the opportunity to secure annual grants for the organizations you love
• Access on-demand professional development resources that allow you to hone existing skills and learn new ones

\"I can succeed as a TPA Retirement Plan Counselor at Capital Group.\"

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. This individual 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 in this role. Candidates must 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.

I am the person Capital Group is looking for.

Relationship Management and Leadership

• You demonstrate the ability to manage a large territory.
• You demonstrate the ability to influence senior-level clients.
• You demonstrate the ability to effectively plan and manage the work of diverse teams.
• You demonstrate the ability to influence senior business leaders on strategic business matters.
• You demonstrate sound judgment in resolving matters of high complexity.
• You demonstrate intellectual curiosity and analytical skills.
• You demonstrate the ability to collaborate and develop and maintain working relationships inside and outside the organization to enable effective completion of business objectives.
• You demonstrate effectiveness in leading and facilitating discussions with senior business leaders on broad and sometimes controversial topics inside and outside the organization.

Business Acumen and Strategic Execution

• You demonstrate the ability to develop processes and assignments for a group or team to ensure work is completed in a timely manner.
• You demonstrate the ability to lead and manage projects of significant scope across the organization.

Retirement Industry Expertise

• You demonstrate in-depth knowledge of 401(k) plans, ERISA regulations, retirement plan products, and the retirement industry.
• You possess knowledge of current and emerging policies, practices, trends, technologies, and information affecting TPAs and retirement plan administration.

Core Requirements

• You have 5+ years of experience in third-party administration, retirement plan sales, or a related field.
• You have a bachelor's degree in a relevant field of study.
• You hold FINRA Series 7 and Series 63 licenses.

Working Conditions

• You are willing and able to travel up to 75% of the time.
• Regional Territory: South (AR, FL, GA, IL (central, southern), IN (southern), KS, LA, MO, MS, NC, NE, OK, PR, Southern AL, SC, TX)

I can apply in less than 4 minutes.

I can learn more about Capital Group.

At Capital Group, the success of the people who invest with us depends on the people in whom we invest. That's why we offer a culture, compensation and opportunities that empower our associates to build successful and prosperous careers. Through nine decades, our goal has been to improve people's lives through successful investing. We know that our history is a testament to the strength of the people we hire. More than 9,000 associates in 30+ offices around the world help our clients and each other grow and thrive every day. Find us on LinkedIn, Instagram, YouTube and Glassdoor.

In addition to a highly competitive base salary, per plan guidelines, restrictions and vesting requirements, you also will be eligible for an individual annual performance bonus, plus Capital's annual profitability bonus plus a retirement plan where Capital contributes 15% of your eligible earnings.

You can learn more about our compensation and benefits here.

* Temporary positions in the United States are excluded from the above mentioned compensation and benefit plans.

We are an equal opportunity employer, which means we comply with all federal, state and local laws that prohibit discrimination when making all decisions about employment. As equal opportunity employers, our policies prohibit unlawful discrimination on the basis of race, religion, color, national origin, ancestry, sex (including gender and gender identity), pregnancy, childbirth and related medical conditions, age, physical or mental disability, medical condition, genetic information, marital status, sexual orientation, citizenship status, AIDS/HIV status, political activities or affiliations, military or veteran status, status as a victim of domestic violence, assault or stalking or any other characteristic protected by federal, state or local law.