Relationship Manager

Lincoln Financial; Frankfort (KY); Remote; USD 80,000 - 130,000; Full time

Job summary

A prominent financial services company is seeking a Relationship Manager to lead a service team and provide strategic partnership to retirement plan clients. This role is fully remote, requiring excellent interpersonal skills and a strong background in retirement services. Candidates must have significant client-facing experience and are expected to manage relationships proactively. Competitive salary range is $80,000 to $130,000, based on experience.

Benefits

401K and employee benefits

Tuition assistance

PTO/parental leave

Health coaching and financial counseling

Qualifications

• 5+ years of experience in the retirement industry in a client-facing role.
• Strong ability to build rapport quickly and manage plan goals proactively.
• FINRA S6 and S63 required within 90 days of hire.

Responsibilities

• Serve as a strategic partner to retirement plan clients.
• Lead an internal service team.
• Provide thoughtful and proactive plan reviews and strategies.

Skills

Client-facing experience

Relationship management

Knowledge of ERISA and IRS rules

Job description

Overview

Alternate Locations: Work from Home; Boise, ID; Canonsburg, PA; Chicago, IL; Cleveland, OH; Columbus, OH; Detroit, MI; Hartford, CT; Indianapolis, IN; Kansas City, KS; Louisville, KY; Madison, WI; Milwaukee, WI; Minneapolis, MN; Omaha, NE; Philadelphia, PA; Pittsburgh, PA; Radnor, PA; Rochester, NY; Southfield, MI; St. Louis, MO; US Midwest; US Northeast.

Work Arrangement: Remote — Work at home employee residing outside of a commutable distance to an office location.

Relocation assistance: not available for this opportunity.

Requisition #: 75172

The Role at a Glance

Lincoln has an opening for a Relationship Manager who is passionate about helping plan sponsors and financial professionals deliver the best retirement plan experience. As a Relationship Manager, you will lead an experienced service team and serve as the single point of accountability for our clients in the Midwest/Northeast region. With an entrepreneurial approach, you will form new relationships, ensure appropriate price and service offering, and strategize on plan optimization, focusing on client satisfaction and retention.

What you'll be doing

• Serving as a strategic partner to retirement plan clients
• Leading a robust internal service team
• Providing thoughtful and proactive plan reviews, education strategies, and guidance on plan design
• Navigating through issue resolution using organizational and leadership skills
• Strategically presenting new products and services, as appropriate

What we’re looking for

Must haves:

• 5+ years of experience in the retirement industry in a client-facing role
• Proven strong relationship management skills, ability to build rapport quickly, and proactive management of plan goals
• Strong working knowledge of ERISA and IRS rules and regulations and how they impact retirement plans
• FINRA S6 and S63 required within 90 days of hire
• Life & Health license required within 120 days of hire
• Ability to travel to clients approximately 30% of the time

Nice-to-haves:

• Experience with retention of retirement plan clients in the mid-market
• Governmental plan experience

Application Deadline

Applications for this position will be accepted through October 3, 2025, subject to earlier closure due to applicant volume.

What’s it like to work here?

At Lincoln Financial, we love what we do. We contribute to empowering customers to take charge of their lives. We value diverse perspectives and invest in programs that empower each of us to shape our own future.

What’s in it for you

• Clearly defined career tracks and job levels with 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
• Work arrangements that work for you
• Effective productivity/technology tools and training

Pay: The pay range for this position is $80,000 - $130,000 with anticipated pay for new hires between the minimum and midpoint of the range. Base pay is one component of Lincoln’s total rewards and may be complemented by an Annual Incentive Program and other rewards per policy.

About The Company

Lincoln Financial helps people confidently plan for a secure future with products including annuities, life insurance, group protection, and retirement plan services. With a 120-year track record, Lincoln serves millions of customers and includes Lincoln Financial Distributors, a broker-dealer that is the wholesale distribution organization of Lincoln Financial.

Lincoln is committed to creating an inclusive environment and is an equal opportunity employer. All qualified applicants will receive consideration regardless of race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.

Be Aware of Fraudulent Recruiting Activities

Review current openings and apply on our website. Lincoln values privacy and security of applicants and urges protection against scams targeting job seekers. Lincoln will not ask for sensitive information in applications, and recruiters will not use free e-mail accounts or conduct interviews solely via free video chat. If you encounter suspicious activity, contact Lincoln's fraud team at [e-mail].

Additional Information

This position may be subject to Lincoln’s Political Contribution Policy. An offer may depend on disclosure of political contributions. Lincoln may decline or terminate for reasons related to political contributions or misrepresentations. Unsolicited resumes are the property of Lincoln Financial and not subject to agency fees. Lincoln is an Equal Opportunity employer and participates in E-Verify. If you require TTY/TDD assistance, contact us by phone.