Retention Strategist Director
Core
Lead strategic retention efforts for large defined contribution and total retirement solution clients, guiding opportunities from strategy development through negotiations and final presentations.
Role type
Director-level sales and strategy leader (retirement solutions)
Builds
Retention proposals, customized finalist presentations, and long-term client relationships for large AUM accounts
Domain
Financial services / Retirement solutions / Defined Contribution
Deliverable
client delivery
Required skills
Retirement sales leadership, RFP management, proposal development, negotiation, competitive intelligence, pricing analysis, plan design expertise, executive presentation, cross-functional collaboration, project management, FINRA Series 6 licensing
Preferred skills
Defined benefit expertise, executive benefits knowledge, visual storytelling, mentorship
Technologies
None stated
Responsibilities
Lead end-to-end client retention process including RFPs and negotiations; Develop client-specific retention strategies; Own retention sales for clients with $200M+ AUM; Build internal relationships across sales, admin, and strategic teams; Oversee proposal development and delivery; Provide senior management analysis of retention status and risks; Mentor service teams; Manage complex projects and RFP processes
Seniority
Director, strategic leadership & team mentorship