TPA Consultant focusing on developing relationships with Third-Party Administrators for Fidelity. Supporting strategic account management and retention growth in the upper markets.
Responsibilities
Provide dedicated coverage and relationship management for 5–7 national TPA firms
Serve as a strategic liaison for advisory-based TPAs such as HUB, OneDigital, and NFP
Support TPA firms engaged in our Tax Exempt Market (TEM) and Non-Qualified solutions
Collaborate with sales teams to drive retention and growth across markets
Contribute to the evolution of our TPA program by identifying opportunities for efficiency
Requirements
Experience in TPA relationship management, retirement services, or strategic account support
Strong understanding of advisory-based business models and fiduciary services
Ability to manage multiple high-impact relationships with professionalism and agility
A collaborative mindset and a passion for building programs that serve both partners and clients
Benefits
Comprehensive health care coverage and emotional well-being support
Market-leading retirement
Generous paid time off and parental leave
Charitable giving employee match program
Educational assistance including student loan repayment, tuition reimbursement, and learning resources
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