VP, Retention Executive – Retirement Services

This is a fully remote position, open to applicants in United States.

📋 Description

• Lead the retention process from initial contact through strategy formulation, proposal development, presentation delivery, and successful client retention.

• Assess client needs and create tailored solutions to meet those requirements.

• Take ownership of retention sales initiatives based on specific circumstances.

• Cultivate and manage relationships with Managing Directors, Plan Sponsors, and Sourcing Advisors.

• Oversee the delivery of proposals to clients and consultants, including the preparation of customized final presentations that utilize visual storytelling techniques.

• Gain a thorough understanding of internal pricing, contractual obligations, and operational necessities.

• Represent Fidelity Investments at various industry events and organizations in the marketplace.

• Provide senior management with timely, accurate, and succinct analyses regarding retention status and performance.

⛳️ Requirements

• Approximately 10 to 15 years of progressive experience in business development and client retention.

• Bachelor's degree.

• Series 7 and 63 licenses are required.

• Excellent written and verbal communication skills.

• Strong presentation abilities.

🏝️ Benefits

• Comprehensive health care coverage along with emotional well-being support.

• Market-leading retirement plans.

• Generous paid time off and parental leave.

• Charitable giving employee matching program.

• Educational assistance, including student loan repayment, tuition reimbursement, and resources for career development.