Sr Relationship Manager- Retirement

Sr Relationship Manager- RetirementWe 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.What you'll be doing: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 designLeads a robust and experienced internal service teamCoaches and mentors other relationship managers to aid in the development of the overall teamUses your organizational and leadership skills to navigate through successful issue resolutionUtilizes effective solution selling techniques to optimize new business opportunities, product enhancements, or areas that may improve profitability opportunities within existing relationshipsWhat we're looking for:Must-haves:5+ years of experience in relationship management that directly aligns with the specific responsibilities for this roleProven strong relationship management skills, ability to build rapport quickly, and proactive management of plan goalsFINRA S6 & S63- required within 90 days of hireLife & Health licenses- required within 120 days of hireStrong working knowledge of ERISA and IRS rules and regulations and how they impact retirement plans4 year/Bachelor's degree or equivalent work experience (4 years of experience in lieu of Bachelor's) in BusinessAbility to travel to clients up to 50% of timeNice-to-haves:Strong working knowledge across 401k, 403b and 457 plansApplication Deadline: Applications for this position will be accepted through October 23rd, 2026, subject to earlier closure due to applicant volumeWhat's it like to work here? At Lincoln Financial, we love what we do. We make meaningful contributions each and every day to empower our customers to take charge of their lives. Working alongside dedicated and talented colleagues, we build fulfilling careers and stronger communities through a company that values our unique perspectives, insights and contributions and invests in programs that empower each of us to take charge of our own future.What's in it for you:Clearly defined career tracks and job levels, along with associated behaviors for each of Lincoln's core values and leadership attributesLeadership development and virtual training opportunitiesPTO/parental leaveCompetitive 401K and employee benefitsFree financial counseling, health coaching and employee assistance programTuition assistance programWork arrangements that work for youEffective productivity/technology tools and trainingThe pay range for this position is $100,000 - $225,000 with anticipated pay for new hires between the minimum and midpoint of the range and could vary above and below the listed range as permitted by applicable law. Pay is based on non-discriminatory factors including but not limited to work experience, education, location, licensure requirements, proficiency and qualifications required for the role. The base pay is just one component of Lincoln's total rewards package for employees. In addition, the role may be eligible for the Annual Incentive Program, which is discretionary and based on the performance of the company, business unit and individual. Other rewards may include long-term incentives, sales incentives and Lincoln's standard benefits package.About The Company: Lincoln Financial (NYSE: LNC) helps people to confidently plan for their version of a successful future. We focus on identifying a clear path to financial security, with products including annuities, life insurance, group protection, and retirement plan services. With our 120-year track record of expertise and integrity, millions of customers trust our solutions and service to help put their goals in reach.Lincoln Financial is the marketing name for Lincoln Financial Corporation and its affiliates including The Lincoln National Life Insurance Company, Fort Wayne, IN, and Lincoln Life & Annuity Company of New York, Syracuse, NY. Lincoln Financial affiliates, their distributors, and their respective employees, representatives and/or insurance agents do not provide tax, accounting or legal advice.Lincoln is committed to creating an inclusive environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.