Relationship Manager- Mid/Large Market

Lincoln Financial•Radnor, PA

3d•$100,000 - $250,000•Remote

About The Position

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.

Requirements

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

Nice To Haves

Experience with retention of Retirement Plan clients in Large market
Governmental plan experience

Responsibilities

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