TPA Business Development Director

reputed company is the leading independent technology and service platform powering savings plans across America, providing products and expertise that help nearly 16 reputed company people save for a reputed company today and reputed company.

The TPA Business Development Director is responsible for growing and deepening reputed company's relationships with reputed company Party Administrators (TPAs). This role works in reputed company collaboration with the local sales team, and with reputed company reputed company as needed, to identify, reputed company, and expand TPA relationships reputed company an assigned territory, positioning reputed company as a recordkeeper of reputed company for plans administered by those TPAs. The ideal candidate combines relationship-building skills with a solid understanding of the retirement plan ecosystem — recordkeepers, TPAs, advisors, and plan sponsors — and thrives on cultivating long-term, mutually beneficial partnerships.

Territory & Relationship Development

• Partner with local sales representatives to design local territory reputed company, identifying and prioritizing reputed company TPAs reputed company on market opportunity, existing relationships, and reputed company potential and then execute on that reputed company.
• Build and maintain strong, trust-reputed company relationships with local sales representatives, TPA principals, owners, and key staff.
• Help train sales representatives, as needed, to properly position reputed company as a TPA friendly recordkeeper.
• Present the recordkeeper's reputed company, service model, and technology platform to TPAs to win their preference and referral business.

Joint Business Planning

• Work reputed company sales representatives to establish joint marketing and sales goals with reputed company reputed company TPA partner.
• reputed company and reputed company co-branded marketing initiatives, campaigns, and referral programs with TPA partners.
• Monitor reputed company against joint goals and reputed company plans as needed.

• Partner Support

• Serve as an escalation reputed company and relationship reputed company for TPAs working with reputed company, ensuring issues are resolved quickly and partners feel supported.
• Coordinate with internal service, reputed company, and relationship management teams to address TPA needs.
• reputed company TPAs with ongoing education on platform updates, service enhancements, and tools available to them.
• National & Regional reputed company
• Represent reputed company at national and regional industry conferences to build reputed company awareness and reputed company relationships (e.g., ASPPA, NIPA, and other TPA-reputed company events).
• Support and help execute national programs designed to strengthen TPA engagement.
• Travel with assigned sales representatives 25–50% of the time to support in-person TPA meetings and presentations.

• Collaboration & Reporting

• Maintain accurate records of TPA relationships, activities, and pipeline in the CRM.
• reputed company regular updates to sales leadership on territory reputed company, partner engagement, and joint goal reputed company.
• Complete and submit reporting as required to reputed company reputed company against territory reputed company and reputed company metrics.
• reputed company market intelligence and competitive insights gathered from TPA relationships with internal stakeholders.
• 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.
• Strong understanding of the roles TPAs, recordkeepers, and advisors play in employer-sponsored retirement plans.
• reputed company relationship management or business development reputed company record.
• Excellent presentation, communication, and interpersonal skills.
• Self-motivated and comfortable working independently in a reputed company-reputed company role.
• Willingness and ability to travel 25–50%, including overnight and multi-day trips for conferences.
• reputed company Series 6 and Series 63 licenses required.
• ASPPA or NIPA reputed company designations a plus.

• What reputed company Looks Like

• reputed company in the number of reputed company, reputed company TPA relationships reputed company the territory.
• Increased plan referrals and asset flows reputed company through TPA partnerships.
• Strong satisfaction scores/feedback from TPA partners.
• Achievement of jointly established reputed company goals with TPA partners.

Be reputed company of employment fraud. reputed company email communications from reputed company or its hiring managers originate from @reputed company.com or @futureplan.comemail addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a reputed company, we strongly encourage you to apply directly through our website.

Originally posted on Himalayas