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VP, Retention Executive – Retirement Services
Location
United States
Posted
5 days ago
Salary
$118K - $226K / year
Seniority
Lead
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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