TPA Retirement Plan Counselor

“I can be myself at work.”

You are more than a job title. We want you to feel comfortable doing great work and bringing your best, authentic self to everything you do. We value your talents, traditions, and uniqueness—and we’re committed to fostering a strong sense of belonging in a respectful workplace.

We intentionally seek diverse perspectives, experiences, and backgrounds, investing in a culture designed to celebrate differences. We believe that belonging leads to better outcomes and a stronger community of associates united by our mission. At Capital, we live our core values every day:
Integrity, Client Focus, Diverse Perspectives, Long-Term Thinking, and Community.

“I can influence my income.”

You want to feel recognized r performance will be reviewed annually, and your compensation will be designed to motivate and reward the value that you provide. You’ll receive a competitive salary, bonuses and benefits. Your company-funded retirement contribution will factor in salary and variable pay, including bonuses.

“I can lead a full life.”

You bring unique goals and interests to your job and your life. Whether you’re raising a family, you’re passionate about where you volunteer, or you want to explore different career paths, we’ll give you the resources that can set you up for success.

• Enjoy generous time-away and health benefits from day one, with the opportunity for flexible work options
• Receive 2-for-1 matching gifts for your charitable contributions and the opportunity to secure annual grants for the organizations you love
• Access on-demand professional development resources that allow you to hone existing skills and learn new ones

“I can succeed as a TPA Retirement Plan Counselor at Capital Group.”

The TPA Retirement Plan Counselor builds and supports Third-Party Administrator (TPA) relationships in the sales, service, and retention of retirement plans on Capital Group’s recordkeeping platforms. This individual provides education and support on Capital Group’s investment and retirement plan solutions, helping TPAs better serve their clients and advisors.

Territory management is critical to success in this role. Candidates must be self-driven, demonstrate strong leadership capabilities, and serve as a subject matter expert on TPAs for internal and external sales teams, product, marketing, compliance, HOST, and retirement plan services.

I am the person Capital Group is looking for.

• You demonstrate the ability to manage a large territory.
• You demonstrate the ability to influence senior‑level clients.
• You demonstrate the ability to effectively plan and manage the work of diverse teams.
• You demonstrate the ability to influence senior business leaders on strategic business matters.
• You demonstrate sound judgment in resolving matters of high complexity.
• You demonstrate intellectual curiosity and analytical skills.
• You demonstrate the ability to collaborate and develop and maintain working relationships inside and outside the organization to enable effective completion of business objectives.
• You demonstrate effectiveness in leading and facilitating discussions with senior business leaders on broad and sometimes controversial topics inside and outside the organization.

• You demonstrate the ability to develop processes and assignments for a group or team to ensure work is completed in a timely manner.
• You demonstrate the ability to lead and manage projects of significant scope across the organization.

• You demonstrate in-depth knowledge of 401(k) plans, ERISA regulations, retirement plan products, and the retirement industry.
• You possess knowledge of current and emerging policies, practices, trends,…