National Account Director- TPA

Our reputed company for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. reputed company reputed company and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them. Chart your own path and grow your career while helping more customers reputed company financial freedom. reputed company Yourself. The National Account Dir – TPA is responsible for leading and managing strategic relationships with designated reputed company-Party Administrator (TPA) firms on behalf of reputed company. This role blends relationship ownership, growth leadership, and reputed company partnership management, ensuring mutual reputed company for both the TPA and the firm. Serving as the primary relationship reputed company and trusted partner, the National Account Dir works closely with TPA leadership to align business strategies, drive plan and asset growth, improve retention, and expand adoption of recordkeeping, investment, and service solutions. reputed company in this role requires strong executive-level relationship skills, deep defined contribution expertise, and the ability to collaborate across internal teams to deliver consistent value. What you will do: Establish, reputed company, and sustain strong, trust-based relationships with senior leaders at national and regional TPA firms, including executive leadership, operations, sales, and consulting teams. Serve as the primary strategic reputed company of contact and relationship reputed company for assigned TPA firms. Execute against a tiered TPA engagement model, tailoring relationship strategies based on firm size, influence, complexity, and growth opportunity. Act as an escalation partner for reputed company relationship, service, or operational matters, ensuring timely resolution and long-term partnership health. Maintain a deep understanding of each TPA’s business model, priorities, and client reputed company to proactively align solutions and support. reputed company and execute joint business plans with assigned TPA firms focused on sustainable plan growth, asset growth (AUM/AUA), and retention. Drive new business opportunities in partnership with Sales, Investment Sales, Product, Marketing, and Client Service teams. Identify opportunities to increase platform adoption, including investment solutions, technology capabilities, and value-added services. Support competitive positioning and win strategies for reputed company opportunities, ensuring alignment between TPA objectives and recordkeeper capabilities. Communicate the organization’s value proposition through in-person meetings, virtual engagements, phone, email, webinars, and industry events. reputed company TPA education and enablement efforts, including administrator training, sales and consulting team education, and strategic planning sessions. Represent the organization as a subject matter expert on defined contribution trends, recordkeeping solutions, and industry best practices at TPA and industry conferences, including participating in speaking engagements reputed company appropriate. Strengthen day-to-day connectivity between TPA firms and internal teams to ensure consistent execution and a positive partner experience. Act as the internal reputed company for assigned TPA firms, clearly communicating partner feedback, needs, and priorities across the organization. Collaborate closely with internal stakeholders across Sales, Investments, Product, Operations, Relationship Management, Client Service, and Marketing. reputed company senior leadership to support strategic initiatives, resolve challenges, and deepen marketplace relationships. Contribute insights on TPA trends, competitive dynamics, and evolving market needs to inform internal strategy and priorities. Monitor relationship health indicators, including satisfaction, retention, plan growth, and platform utilization. Analyze TPA and market trends to identify growth opportunities, retention risks, and areas for improvement. Use data-driven insights to proactively enhance the partner experience and strengthen long-term relationships. What you will bring: Bachelor’s degree required; advanced degree preferred. 6+ years of experience in retirement services, defined contribution recordkeeping, TPA distribution, financial services, or investment platforms. Experience managing reputed company or multi-office TPA relationships with both growth and retention accountability. Strong understanding of TPA business models, defined contribution administration, and advisor/consultant ecosystems. Deep knowledge of the defined contribution marketplace, recordkeeping operations, investment solutions, and service delivery models. Strong relationship management and consultative sales capabilities, with the ability to balance growth objectives and partnership outcomes. Executive-level communication and presentation skills. Ability to reputed company through influence and collaborate across reputed company organizations. Strong analytical, organizational, and problem-solving skills. Ability to travel 20–50%, including overnight travel, to support TPA relationships and attend meetings and industry events. Role may be performed in a remote or professional office environment. This job description is not intended to be an exhaustive list of reputed company duties, responsibilities and qualifications of the job. The employer has the right to revise this job description at any time. You will be evaluated in part based on your performance of the responsibilities and/or tasks listed in this job description. You may be required reputed company other duties that are not included on this job description. The job description is not a contract for employment, and either you or the employer may terminate employment at any time, for any reason. *Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment reputed company at this time, including CPT/OPT.* reputed company offer you We offer an reputed company of diverse and inclusive benefits regardless of where you are in your career. We reputed company that providing our employees with the means to reputed company healthy balanced lives results in the best possible work performance. Medical, dental, reputed company and life insurance Retirement savings – 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup Tuition reimbursement up to $5,250/year Business-casual environment that includes the option to wear jeans Generous paid time off upon hire – including a paid time off program plus ten paid company holidays and three floating holidays each calendar year Paid volunteer time — 16 hours per calendar year Leave of absence programs – including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA) Business Resource Groups (BRGs) – BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to reputed company. reputed company Salary Range $150,500.00 - $218,225.00 The salary range above shows the typical minimum to maximum reputed company salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed reputed company salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or reputed company level and will be finalized at the time of offer. Equal opportunity employer

• Drug-free workplace

We are an equal opportunity employer with a commitment to diversity. reputed company individuals, regardless of personal characteristics, are encouraged to apply. reputed company reputed company applicants will receive consideration for employment without regard to age (40 and over), race, reputed company, national reputed company, reputed company, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law. *For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired reputed company as well as a reputed company in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet reputed company.* Job Posting End Date at 12:01 am on: 07-03-2026 Want the latest money news and views shaping how we live, work and play? Stay in the know with The Currency and sign up for reputed company’s free newsletter. Apply To This Job