Director, Retention Strategy & Client Solutions (Remote)

Socket.dev; United States; On-site; USD 141,000 - 191,000; Full time

Benefits offered by this job

Flexible Time Off

Pension Eligible

Remote work option

Job summary

Principal Asset Management is seeking a Retention Strategist Director to drive retention process leadership, strategy, and client-focused outcomes for major defined contribution and retirement solutions. You will partner with Relationship Management, Sales, and RFP teams to advance retention and high-value client engagements.

The role emphasizes strategy development, client presentations, contract negotiations, and mentoring the service team to achieve superior retention and revenue growth in a

Qualifications

• Bachelor’s degree or equivalent combination of education and work experience.
• 10+ years of retirement sales or customer care experience with technical expertise in defined contribution/benefit products.
• Strong understanding of industry, portfolio construction, capital markets, and regulations.
• Ability to manage multiple projects.
• Analytical skills in pricing and plan designs.

Responsibilities

• Lead retention process, coordinate all aspects of RFPs and finals presentations.
• Identify client needs and develop client-specific solutions.
• Own the retention sales efforts.
• Develop and manage internal relationships.
• Provide market and competitive information.
• Oversee proposals and finals presentations with visual storytelling.
• Provide timely analysis on retention status and performance to senior management.
• Understand internal pricing, contracting, and operational requirements.
• Strategically position Principal with client knowledge.

Skills

Project management

Pricing analysis

Sales leadership

Communication skills

Relationship building

Education

Bachelor’s degree or equivalent

Tools

Salesforce

Job description

Principal Asset Management is seeking a Retention Strategist Director to drive retention process leadership, strategy, and client-focused outcomes for major defined contribution and retirement solutions. You will partner with Relationship Management, Sales, and RFP teams to advance retention and high-value client engagements.

The role emphasizes strategy development, client presentations, contract negotiations, and mentoring the service team to achieve superior retention and revenue growth in a