TPA Retirement Plan Counselor
Core
Builds and supports Third-Party Administrator (TPA) relationships to drive sales, service, and retention of retirement plans on Capital Group's recordkeeping platforms.
Role type
Senior TPA Retirement Plan Counselor (Territory Management)
Builds
Capital Group's investment and retirement plan solutions for TPAs and their clients
Domain
Financial Services / Retirement Planning / Third-Party Administration
Required skills
Territory management, Senior-level client influence, Team leadership, Strategic business planning, Complex problem resolution, Analytical skills, 401(k) plan expertise, ERISA regulations knowledge, Retirement industry trends, FINRA Series 7 & 63 licensing
Preferred skills
N/A
Technologies
N/A
Responsibilities
Manage a large regional territory for TPA relationships, Influence senior-level clients on strategic business matters, Plan and manage the work of diverse teams, Lead projects of significant scope across the organization, Resolve matters of high complexity, Collaborate with internal sales, product, marketing, and compliance teams
Seniority
Senior, hands-on IC with leadership responsibilities