VP, Relationship Management

Lincoln Financial•Radnor, PA

1d•$161,000 - $292,800•Remote

About The Position

As the VP, Head of Relationship & Account Management, for the Mid/Large Market Plan Sponsor Experience team, you will lead a critical organization responsible for driving revenue and delivering a differentiated client experience. We are looking for a leader who will continue to elevate, challenge, and transform how we engage clients and drive growth, as you will own the strategy, performance, and evolution of a team that sits at the center of client success and business growth.

Requirements

12+ years of experience in relationship management that aligns with the responsibilities of the role
5+ years of management, strategy, and influencing senior management/critical stakeholders experience
4 year/Bachelors degree or equivalent work experience (4 years of experience in lieu of Bachelors)
Strong working knowledge of retirement plan administration
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
Demonstrated strong relationship management skills with internal clients (e.g. senior/executive management, peers and colleagues); proven ability to develop creative and collaborative approaches
FINRA S6, S63, life and health licenses required within 90 days, preferred upon hire
Ability to travel 30%

Nice To Haves

Working knowledge of Group Benefits

Responsibilities

Lead an integrated Relationship Management + Account Management model that delivers a seamless, high-quality client experience
Own the end-to-end client experience, integrating strategic relationship management with disciplined account management execution across Mid/Large segment
Drive client satisfaction, retention and profitable growth through proactive engagement and execution of service model
Identify and implement process improvements that enhance efficiency, scalability, and service quality
Recruit, develop, and retain top talent across the organization; create a culture of accountability, collaboration, and continuous improvement
Lead and develop Relationship Management organization to deliver high-impact client engagement, anticipating needs, addressing complex challenges, and consistently identifying opportunities to deepen partnerships and expand solutions
Drive team performance by ensuring Account Management organization executes with consistency, responsiveness, and quality across daily service, issue resolution, and client deliverables