VP, Retention Executive – Retirement Services

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Retention Executive developing client-specific solutions and leading retention sales efforts at Fidelity Investments. Managing relationships with directors and plan sponsors to drive retention strategy.

Posted 6/30/2026full-timeRemote • 🇺🇸 United StatesLead💰 $118,000 - $226,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in client retention strategies, proposal development, and relationship management with key stakeholders. Proficient in delivering impactful presentations and providing analytical insights to senior management.

Highest-signal resume keywords

Client Retention ExperienceProposal DevelopmentRelationship ManagementStrong Communication SkillsPresentation Skills

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Business DevelopmentClient-Specific SolutionsVisual StorytellingPricing AnalysisContracting Knowledge

Soft Skills

LeadershipAnalytical Skills

Certifications & Qualifications

Series 7Series 63

Industry Keywords

Fidelity InvestmentsManaging DirectorsPlan SponsorsSourcing Advisors

About the role

Key responsibilities & impact

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

Requirements

What you’ll need

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

Comp & perks

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