VP, TPA Channel Management and Strategy

Vice PresidentVice PresidentFull TimeRemoteLeadTeam 10,001+H1B SponsorCompany SiteLinkedIn

Location

United States

Posted

5 days ago

Salary

$166.9K - $242.1K / year

Seniority

Lead

Bachelor Degree10 yrs expEnglish

Job Description

• Define and own the enterprise TPA channel strategy, including segmentation, tiering, coverage models, and engagement standards • Establish and monitor success metrics for growth, retention, platform utilization, and partner experience across the TPA channel • Translate enterprise objectives into clear TPA-focused priorities and initiatives • Monitor industry, competitive, and regulatory trends and adjust channel strategy as needed • Provide executive oversight for strategic national and regional TPA relationships and serve as escalation point for select top-tier firms • Build executive-to-executive connectivity between TPAs and internal senior leadership to strengthen long-term partnerships • Own growth, retention, revenue, AUM/AUA, and platform adoption outcomes for the TPA channel • Establish business planning, forecasting, and performance management processes for the TPA relationship management team • Partner with Sales, Investments, Product, Marketing, Operations, and Client Services to drive coordinated execution and remove barriers to growth • Lead, coach, and develop a team of 5–10 TPA Firm Channel Relationship Managers with clear goals, accountability, and development plans • Establish repeatable frameworks, tools, and operating rhythms that enable scalable and consistent execution • Serve as the internal voice of the TPA channel and present performance insights and recommendations to senior leadership

Job Requirements

  • Bachelor’s degree or equivalent experience; advanced degree preferred
  • 10+ years of experience in retirement services, defined contribution recordkeeping, intermediary distribution, or financial services
  • Experience defining and executing enterprise TPA or intermediary channel strategies with measurable growth and retention outcomes
  • Experience guiding and developing high-performing teams
  • Knowledge of TPA business models, defined contribution administration, and advisor or consultant ecosystems
  • Ability to translate strategy into clear priorities, operating cadence, and measurable results
  • Strong communication skills and executive presence with the ability to influence senior leaders internally and externally
  • Ability to balance near-term growth objectives with long-term partnership outcomes
  • Strong analytical, operational, and problem-solving skills
  • Willingness to travel 25–50%, including overnight travel, to support key relationships 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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