VP, Retention Team Leader – Retirement Services

🔥 3 minutes ago

🇺🇸 United States – Remote

💵 $118k - $226k / year

⏰ Full Time

🟠 Senior

👔 Vice President

👻 Ghost score 0%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

Apply Now

Find Similar Remote Jobs

Set Up Email Alert For New Jobs

📊 Check your resume score for this job

Improve your chances of getting an interview by checking your resume score before you apply.

Upload Resume

Fidelity Investments

WebsiteLinkedInAll Job Openings

10,000+ employees

Founded 1946

💸 Finance

🤝 B2B

👥 B2C

💰 $2M Series unknown on 2024-03

Finance • B2B • B2C

Fidelity Investments is a U. S. -based, globally diversified financial services firm focused on helping individual and institutional customers achieve their financial objectives. The company is known for investment management (including mutual funds and asset management), retirement and wealth-management services, brokerage and trading platforms, and institutional client services. Fidelity operates consumer-facing products for retail investors as well as B2B services for employers, advisors, and institutions; the provided website text also highlights standard web privacy/cookie practices and cross-border usage restrictions.

📋 Description

• Lead a team of seven to ten Retention Executives • Drive rebid strategy, proactive contract extension efforts, competitive intelligence gathering, and development of timely, accurate, compelling retention proposals • Support retention opportunities across Defined Contribution, Defined Benefit, Health and Welfare, Non-Qualified, Managed Accounts, and HSA/RA solutions • Develop the sales, consulting, and relationship management capabilities of Retention Executives • Develop subject matter experts across key products, industries, and retention disciplines • Establish and execute overall retention strategy with the Head of Workplace Investing Retention • Oversee team capacity and resource allocation • Drive associate development initiatives to maximize retention results • Serve as a Supervisory Principal with responsibility for supervision, compliance oversight, and regulatory adherence of registered representative direct reports • Establish team goals, performance metrics, and reporting frameworks • Oversee deal assignments and manage team capacity and workloads • Guide negotiation strategies for complex and strategic client opportunities • Collaborate with Segment Heads, Team Leads, Managing Directors, and Retention Executives • Identify industry trends, competitive developments, and retention best practices • Foster a high-performing, engaged, and empowered team culture • Build relationships with internal and external talent sources to develop a future talent pipeline • Ensure adherence to regulatory requirements involving customer communications, licensing, sales materials, and client-facing presentations

🎯 Requirements

• 15+ years of progressive Business Development and Retention experience within the benefits outsourcing, recordkeeping, and consulting industries • People management experience • At least an undergraduate degree (bachelor’s degree) • Experience building alliances and influencing key decision makers at all levels • Competitive drive and determination • Strong written and oral communication skills • Presentation skills • People development skills • Proven experience delivering outsourced service solutions • Strong understanding of industry dynamics, competitive market trends, and financial drivers • Ability to manage multiple high-priority initiatives simultaneously in a fast-paced environment • Series 7, 63, and 24 required within 90 days of hire • Compliance with applicable regulatory requirements, policies, and procedures • Fidelity will not provide immigration sponsorship for this position

🏖️ Benefits

• Comprehensive health care coverage • Emotional well-being support • Market-leading retirement benefits • Generous paid time off • Parental leave • Charitable giving employee match program • Educational assistance, including student loan repayment • Tuition reimbursement • Learning resources to develop your career • Bonus or other variable compensation may be included depending on position and eligibility