VP, Retention Team Leader – Retirement Services

Fidelity Investments

. Lead a team of seven to ten Retention Executives .

Posted 9/21/2026full-timeRemote • United StatesSenior💰 $118,000 - $226,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates extensive experience in Business Development and Retention within the benefits outsourcing and consulting industries, with a strong focus on team leadership, compliance oversight, and strategic negotiation. Proven ability to develop high-performing teams and drive retention strategies while ensuring adherence to regulatory requirements.

Highest-signal resume keywords

Business Development ExperienceRetention Strategy DevelopmentPeople ManagementRegulatory ComplianceNegotiation 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

Retention ProposalsSales ConsultingPerformance MetricsClient PresentationsService Solutions DeliveryCompetitive Intelligence GatheringResource AllocationIndustry Trend AnalysisHigh-Priority Initiative ManagementSubject Matter Expertise Development

Soft Skills

Strong Communication SkillsPeople Development SkillsCompetitive DriveTeam Culture BuildingRelationship Management

Certifications & Qualifications

Series 7Series 63Series 24

Industry Keywords

Benefits OutsourcingRecordkeepingConsultingDefined ContributionDefined BenefitHealth and WelfareNon-Qualified AccountsManaged AccountsHSA/RA SolutionsCompliance Oversight

About the role

Key responsibilities & impact

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

What you’ll need

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

Comp & perks

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