National Account Director- TPA
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Responsibilities
- 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.
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.
- Exe
Benefits
Additional Information
Our vision 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. Within Empower 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 achieve financial freedom. Empower Yourself. The National Account Dir - TPA is responsible for leading and managing strategic relationships with designated Third-Party Administrator (TPA) firms on behalf of Empower. This role blends relationship ownership, growth leadership, and enterprise partnership management, ensuring mutual success for both the TPA and the firm. Serving as the primary relationship owner 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. Success 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.
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