VP, Consultant Relations

Lincoln Financial•Radnor, PA

6d•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.

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