Retention Strategist Director
Core
Lead retention strategy, proposal development, and client presentations to retain large defined contribution and total retirement solution clients ($200 AUM+).
Role type
Director-level sales and retention strategist
Builds
Retention strategies, custom proposals, and client-specific solutions for large retirement accounts
Domain
Financial services / Retirement solutions / Defined Contribution
Deliverable
client delivery
Required skills
Retirement sales, defined contribution expertise, contract negotiation, market intelligence, Salesforce reporting, project management, strategic planning, client relationship management, competitive analysis, presentation skills, team mentoring
Preferred skills
FINRA Series 6 license, executive benefits knowledge, portfolio construction understanding, capital markets expertise
Technologies
Salesforce
Responsibilities
Drive retention process leadership through strategy and proposals; partner with Sales, Administration, and RFP teams; manage RFPs and final presentations; identify client needs and develop solutions; supervise delivery of proposals and custom presentations; provide analysis on retention status to senior management; develop internal relationships and market intelligence; mentor service teams
Seniority
Director, strategic leadership & team supervision