VP, Consultant Relations

Lincoln Financial • Radnor, PA

11d • $220,000 - $450,000 • Remote

About The Position

As the VP, Consultant Relations, you will provide strategic leadership to achieve key business objectives, provide thought leadership, and develop external strategies with key consulting and retirement plan advisory firms which have substantial impact on increasing market share and sales revenue for the Retirement Plan Services business. You will lead a team of Consultant Relations Directors ensuring that the strategy and tactical execution drives optimal results while creating and maintaining strong relationships with key internal/external stakeholders.What you'll be doing•    Develop and execute strategy to grow firm level relationships and generate awareness and interest in our solutions resulting in sales/adoption with managed consulting and retirement plan advisory firms•    Identify and develop new strategic relationships with Retirement Plan Consulting organizations for the mid and large markets•    Effectively lead a team of consultant relations team members, each of which will have responsibility for key firm relationships and growth market strategies•    Oversee our growth market strategy across all institutional markets, focused on plans $50M+ with retirement plan advisors •    Oversee production and utilization of robust firm reporting and data to identify specific areas of success and opportunity•    Coordinate regular occurring relationship management and business development strategy meetings with focus firms•    Act as point of escalation for new sales opportunities and client service issues with priority firms•    Partner effectively with our Institutional Retirement Directors as well as their SVIO, Group Plans, and Core Market Sales counterparts

Requirements

• 12+ years’  experience in sales and/or consultant relations that directly aligns with the specific responsibilities
• 5+ years of management, strategy, and influencing senior management/critical stakeholders experience
• 4 Year/Bachelor's degree or equivalent work experience (4 years of experience in lieu of Bachelor's)
• Significant network of relationships across top retirement plan advisory and consulting firms
• Strong defined contribution plan knowledge
• Demonstrated strong relationship management skills with internal clients (e.g. senior/executive management, peers and colleagues); proven ability to develop creative and collaborative approaches
• Advocates effectively, readily command attention and respect in groups as demonstrated by people listening to and getting on board with initiatives
• Demonstrated ability to successfully hire, retain, develop and coach staff via a culture of real-time performance feedback, with ability to build both technical and leadership skills
• FINRA S6, S63, Life and Health licenses  within 120 days of hire date
• Ability to travel 50%

Nice To Haves

• Group Protection product knowledge
• FINRA S26

Responsibilities

• Develop and execute strategy to grow firm level relationships and generate awareness and interest in our solutions resulting in sales/adoption with managed consulting and retirement plan advisory firms
• Identify and develop new strategic relationships with Retirement Plan Consulting organizations for the mid and large markets
• Effectively lead a team of consultant relations team members, each of which will have responsibility for key firm relationships and growth market strategies
• Oversee our growth market strategy across all institutional markets, focused on plans $50M+ with retirement plan advisors
• Oversee production and utilization of robust firm reporting and data to identify specific areas of success and opportunity
• Coordinate regular occurring relationship management and business development strategy meetings with focus firms
• Act as point of escalation for new sales opportunities and client service issues with priority firms
• Partner effectively with our Institutional Retirement Directors as well as their SVIO, Group Plans, and Core Market Sales counterparts

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
• Number of Employees: 1,001-5,000 employees