National Account Director – TPA
Location
United States
Posted
1 day ago
Salary
$150.5K - $218.2K / year
Seniority
Lead
Job Description
National Account Director – TPA
Empower
• Establish, develop, 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 point of contact and relationship owner 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 complex 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 base to proactively align solutions and support. • Develop 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 priority 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. • Lead 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 when 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 advocate 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. • Leverage 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.
Job Requirements
- 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 enterprise 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 lead through influence and collaborate across complex 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.
Benefits
- Medical, dental, vision 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 all.
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