Description

Job Description:

We're looking for a strategic and relationship-driven TPA Consultant, Specialty Markets to focus and support our most influential constituents, both internal and external. This role is central to our mission of delivering exceptional service, driving retention, and expanding our presence in the upper markets. You'll be the go-to partner for retention strategy teams, large market sales executives, and other business leaders to help them thrive through tailored solutions and collaborative engagement with TPAs.

Are you ready to lead and transform how Fidelity works with Third-Party Administrators (TPAs)?

This is not just a consultant role-it's a builder's role. You'll be laying the foundation for a program that will shape the future of our TPA partnerships, bringing innovation, structure, and strategy to a space ripe for evolution.

• Strategic Account Support
  Provide dedicated coverage and relationship management for 5-7 national TPA firms, ensuring alignment with business goals and client needs.
• Advisory-Based TPA Engagement
  Serve as a strategic liaison for advisory-based TPAs such as HUB, OneDigital, and NFP, supporting their unique models and growth strategies.
• Specialty and Emerging Products
  Support TPA firms engaged in our Tax Exempt Market (TEM) and Non-Qualified solutions, helping them deliver value and innovation to clients.
• Sales & Retention Enablement
  Collaborate with sales teams to drive retention and growth across Mid, Large, and Select markets, with a focus on 3(16) fiduciary services and TPA-aligned solutions.
• Program Development & Innovation
  Contribute to the evolution of our TPA program by identifying opportunities for efficiency, deeper collaboration, and scalable success.
  

What You Bring

• Experience in TPA relationship management, retirement services, or strategic account support.
• Strong understanding of advisory-based business models and fiduciary services.
• Ability to manage multiple high-impact relationships with professionalism and agility.
• A collaborative mindset and a passion for building programs that serve both partners and clients.
  

Why This Role Matters

This is a high-visibility role supporting some of our most critical partners. You'll be instrumental in shaping how we work with TPAs, creating pathways for mutual success, and ensuring our solutions meet the evolving needs of the market.

The Team

Fidelity Workplace Investing Sales is a collaborative and fast paced environment. In this role you will be responsible for supporting the TPA Program team and ultimately the selling teams to drive sales and grow long term relationships with TPAs, plan sponsors and trusted advisors. You will play a large role in supporting strategic initiatives, aligning cross-functional efforts, and inspiring business partners to accelerate Fidelity's market growth with TPAs.
The base salary range for this position is $124,000 - $175,000 per year.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors.

Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.

We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.

Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.

Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Certifications:
Series 07 - FINRA, Series 63 - FINRA

Category:

Sales Support

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