Sr Relationship Manager- Retirement
Lincoln Financial•Radnor, PA
•$100,000 - $225,000•Remote
About The Position
We are excited to be hiring a Senior Relationship Manager who is passionate about helping plan sponsors and financial professionals deliver the best retirement plan experience possible. In this role you will lead an experienced and dynamic service team, and serve as the single point of accountability for our clients. 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 relationship management that directly aligns with the specific responsibilities for this role
- Proven strong relationship management skills, ability to build rapport quickly, and proactive management of plan goals
- FINRA S6 & S63- required within 90 days of hire
- Life & Health licenses- required within 120 days of hire
- Strong working knowledge of ERISA and IRS rules and regulations and how they impact retirement plans
- 4 year/Bachelor’s degree or equivalent work experience (4 years of experience in lieu of Bachelor's) in Business
- Ability to travel to clients up to 50% of time
Nice To Haves
- Strong working knowledge across 401k, 403b and 457 plans
Responsibilities
- Serves as a strategic partner to our large market retirement plan clients (over $250 million)
- Develops and delivers robust business plans to retirement plan clients, capitalizing on your industry knowledge to provide thoughtful and proactive plan reviews, education strategies and guidance on plan design
- Leads a robust and experienced internal service team
- Coaches and mentors other relationship managers to aid in the development of the overall team
- Uses your organizational and leadership skills to navigate through successful issue resolution
- Utilizes effective solution selling techniques to optimize new business opportunities, product enhancements, or areas that may improve profitability opportunities within existing relationships
Benefits
- 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
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What This Job Offers
Job Type
Full-time
Career Level
Senior
