[Hiring] Relationship Manager @Lincoln Financial

Role Description

Lincoln has an opening for a Relationship Manager who is passionate about helping plan sponsors and financial professionals deliver the best retirement plan experience possible. As a Relationship Manager, you will lead an experienced and dynamic service team, and serve as the single point of accountability for our clients in the East region. With an entrepreneurial approach to managing your assigned clients, you’ll form new relationships, ensure appropriate price and service offering, and strategize on plan optimization, all with a focus on client satisfaction and retention.

• Serving as a strategic partner to our retirement plan clients
• Leading a robust and experienced internal service team
• Capitalizing on your industry knowledge to provide thoughtful and proactive plan reviews, education strategies, and guidance on plan design
• Using your organizational and leadership skills to navigate through successful issue resolution
• Strategically presenting new products and services, as appropriate

Qualifications

• 5+ years of experience in the Retirement Industry in a client facing role
• Proven strong relationship management skills, ability to build rapport quickly, and proactive management of plan goals
• Strong working knowledge of ERISA and IRS rules and regulations and how they impact retirement plans
• FINRA S6 & S63- required within 90 days of hire
• Life & Health license- required within 120 days of hire
• Ability to travel to clients approximately 30% of time

Requirements

• Experience with retention of Retirement Plan clients in Large market (Nice-to haves)
• Governmental plan experience (Nice-to haves)

Benefits

• Clearly defined career tracks and job levels, along with associated behaviors for each of Lincoln's core values and leadership attributes
• Leadership development and virtual training opportunities
• PTO/parental leave
• Competitive 401K and employee benefits
• Free financial counseling, health coaching and employee assistance program
• Tuition assistance program
• Work arrangements that work for you
• Effective productivity/technology tools and training