Account Manager- Retirement Plan

Lincoln Financial • Fort Wayne, IN

3d • Remote

About The Position

We are excited to bring on a Multi-Fund/GVA Account Manager to our Retirement Plan Services business line to work from home or partially in our Fort Wayne based office. We have been experiencing growth and career development on our Account Management team and this is a great opportunity to be part of a growing and evolving team. As an Account Manager, you will work closely with our Relationship Managers, internal service team and intermediaries to provide first class service to our Retirement Plan Sponsors.

Requirements

• 3 – 5 + years’ experience in relationship management and/or retirement industry
• FINRA S6 license or required within 180 days of hire
• ASPPA RPF within 180 days of hire
• Ability to work independently and as part of a team
• Demonstrated strong relationship management skills
• 4-year degree or equivalent work experience
• Demonstrated critical thinking skills

Nice To Haves

• Multi-Fund and/or GVA product knowledge
• ASPPA certifications (i.e. QKA, QPA, TGPC)
• Strong working knowledge of retirement plan administration

Responsibilities

• Focus on retention of our existing clients by developing and maintaining client satisfaction through relationship building
• Collaborating with internal partners to establish and implement balanced resolutions to challenges
• Exploring, participating in and leading organizational and client projects and initiatives
• Educating clients and implementing solutions for the benefit of clients and their retirement plans, as well as Lincoln
• Implementing process improvements and efficiencies

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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level