VP, Retention Executive – Retirement Services

Vice PresidentVice PresidentFull TimeRemoteLeadTeam 201-500Since 2008H1B No SponsorCompany SiteLinkedIn

Location

United States

Posted

5 days ago

Salary

$118K - $226K / year

Seniority

Lead

Bachelor Degree10 yrs expEnglish

Job Description

VP, Retention Executive – Retirement Services

skillventory - A Leading Talent Research Firm

• drive retention process leadership from contact through strategy, proposal, presentation, and successful client retention • identify client needs and develop client-specific solutions • own the retention sales efforts depending on the situation • develop and manage relationships with Managing Directors, Plan Sponsors, and Sourcing Advisors • supervise delivery of proposals to clients/consultants, including preparation of custom finals presentations employing visual storytelling concepts • develop a full understanding of internal pricing, contracting, and operational requirements • represent Fidelity Investments in the marketplace through various industry organizations and events • provide timely, accurate, and concise analysis to senior management on retention status and performance

Job Requirements

  • approximately 10 to 15 years of progressive business development/client retention experience
  • undergraduate degree
  • Series 7 and 63 required
  • strong written and oral communication skills
  • presentation skills

Benefits

  • comprehensive health care coverage and emotional well-being support
  • market-leading retirement
  • generous paid time off and parental leave
  • charitable giving employee match program
  • educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career

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