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Senior TPA Retirement Plan Specialist – Territory Lead

Job in Scottsdale, Maricopa County, Arizona, 85261, USA
Listing for: Capital Group
Full Time position
Listed on 2026-10-20
Job specializations:
  • Finance & Banking
    Banking & Finance
Salary/Wage Range or Industry Benchmark: 120000 - 180000 USD Yearly USD 120000.00 180000.00 YEAR
Job Description & How to Apply Below

Capital Group is seeking a TPA Retirement Plan Counselor to build and support Third-Party Administrator relationships in the sales, service, and retention of retirement plans on Capital Group’s recordkeeping platforms.

This role requires 5+ years in third-party administration or retirement plan sales, a bachelor’s degree, and FINRA Series 7 and 63 licenses. You’ll travel up to 75% and lead cross-functional teams across regions.

We are seeking a motivated Senior TPA Retirement Plan Specialist – Territory Lead to join Capital Group in Scottsdale, AZ, United States.

We appreciate your interest in this position.

Join Capital Group and contribute to our ongoing work.

Take a moment to read everything above and see whether this role is right for you.

This posting is for the Senior TPA Retirement Plan Specialist – Territory Lead role at Capital Group, based in Scottsdale, AZ, United States.

Position Requirements
10+ Years work experience
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