TPA Retirement Plan Counselor Strategic Relationship Leader

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

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.