Series 6 and 63 Licensed TPA Leader

Job Summary

A company is looking for an AVP, Regional TPA Channel Leader.

Key Responsibilities:

• Develop and execute a comprehensive sales strategy to grow business with strategic TPA partners
• Collaborate with TPA Channel Directors to build joint business plans that drive mutual growth
• Oversee travel, budgets, and performance of Regional Channel Directors

Required Qualifications:

• Minimum of 8 years in strategic business development within the retirement plan industry
• Series 6 and 63 licenses (or ability to obtain within 6 months of hire)
• Strong understanding of ERISA regulations and retirement plan design
• Proven ability to manage multiple priorities in a fast-paced environment