VP, TPA Consultant, Specialty Markets

Fidelity(29 days ago)

HybridFull TimeSenior$65,000 - $75,000Sales

About this role

A TPA Consultant, Specialty Markets at Fidelity partners with internal and external stakeholders to strengthen relationships with Third-Party Administrators (TPAs) and expand the firm’s presence in upper markets. The role focuses on driving retention, delivering exceptional service, and building a long-term program to shape TPA partnerships and strategic engagement. It is a high-visibility position that supports sales and business leaders across specialty and emerging product lines.

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Required Skills

TPA Management
Relationship Management
Advisory Engagement
Program Development
Sales Enablement
Retention Strategy
Fiduciary Services
Stakeholder Management
Strategic Planning
Collaboration

Qualifications

Series 07 - FINRA
Series 63 - FINRA

About Fidelity

fidelity.com

Fidelity Investments is a leading financial services company that specializes in helping individuals and businesses achieve their financial goals through a wide range of products and services. These offerings include brokerage, retirement planning, investment management, and wealth management, as well as tools for saving and spending efficiently. With a focus on customer support and financial guidance, Fidelity aims to empower its clients to make informed financial decisions to secure their futures. The company is known for its robust online trading platforms and comprehensive financial planning resources.

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