Director of Retention Strategy & Client Solutions

Principal Financial Group; Charlotte, Des Moines (NC, IA); Hybrid; USD 141,000 - 191,000; Full time

Job summary

Principal Financial Group seeks a senior Retention Strategist Director to lead retention strategy, proposals, and client retention for large defined contribution and retirement solutions. You will partner with Relationship Management, Sales and RFP teams to drive competitive, client-specific strategies and mentor delivery teams.

The role requires 10+ years in retirement sales or customer care, strong pricing/industry knowledge, and proven ability to manage complex projects and executive-level

Qualifications

• Bachelor's degree or equivalent combination of education and professional work experience.
• 10+ years of retirement sales or customer care experience with strong technical expertise in defined contribution, defined benefit, and executive benefits.
• Strong understanding of industry, portfolio construction, capital markets, financial service products and regulations.
• Ability to manage multiple projects and lead complex RFPs with senior executives.

Responsibilities

• Drive retention process leadership through strategy, proposal, presentation and client retention.
• Partner with Relationship Management, Administration, Sales, Strategic Relations Team, and RFP team.
• Identify client needs and develop client-specific solutions.
• Own the retention sales efforts and supervise delivery of proposals to clients/consultants/advisors.
• Provide market intelligence, pricing understanding, and internal pricing/contracting insights.
• Mentor and coach service teams and deliver concise analyses to senior management.
• Develop alliances, influence decision makers, and position Principal through client knowledge.
• Coordinate RFPs and Finals presentations and manage internal relationships.
• Travel as required and maintain strong communication with executives.

Skills

Retirement sales

Client relationship management

Pricing and market analysis

Proposal development

RFP experience

Presentation skills

Cross-functional collaboration

Strategic sales leadership

Education

Bachelor's degree

Job description

Principal Financial Group seeks a senior Retention Strategist Director to lead retention strategy, proposals, and client retention for large defined contribution and retirement solutions. You will partner with Relationship Management, Sales and RFP teams to drive competitive, client-specific strategies and mentor delivery teams.

The role requires 10+ years in retirement sales or customer care, strong pricing/industry knowledge, and proven ability to manage complex projects and executive-level