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Series 6 and 63 Licensed Director

8/23/2025

Remote

Job Summary

A company is looking for a Strategic Partner Director, National TPA Channel.

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
  • Work closely with internal sales teams and business units to align efforts and maximize partner engagement
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

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