Relationship Manager- Retirement

Lincoln Financial Group; Charlotte, Northern (NC, KY); Hybrid; USD 90,000 - 110,000; Full time

Job summary

Lincoln Financial Group is seeking a seasoned retirement plan professional to serve as a strategic partner to our plan clients and lead a robust internal service team. You will provide thoughtful plan reviews, education strategies, and guidance on plan design.

Travel up to 30% may be required. The role emphasizes proactive relationship management, ERISA/IRS compliance, and presenting new products and services to clients. Remote work is available to qualified candidates in the United States.

Qualifications

• 5+ years of experience in the Retirement Industry in a client facing role.
• Proven strong relationship management skills and proactive plan goal management.
• Solid working knowledge of ERISA and IRS rules as they apply to retirement plans.
• Life & Health license required within 120 days of hire.
• Ability to travel to clients approximately 30% of the time.

Responsibilities

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

Skills

Retirement industry experience

Relationship management

ERISA knowledge

Life & Health licensing

Travel up to 30%

Job description

Be Aware of Fraudulent Recruiting Activities

Lincoln values the privacy and security of every applicant and urges all applicants to diligently protect their sensitive personal information from scams targeting job seekers. These scams can take many forms including fake employment applications, bogus interviews and falsified offer letters.

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Work Arrangement:

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

Relocation assistance:

is not available for this opportunity.

Requisition #:

76563

The Role at a Glance

What you'll be doing

• Serving as a strategic partner to our retirement plan clients
• Leading a robust and experienced internal service team
• Capitalizing on your industry knowledge to provide thoughtful and proactive plan reviews, education strategies, and guidance on plan design
• Using your organizational and leadership skills to navigate through successful issue resolution
• 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 & S63- required within 90 days of hire
  • Life & Health license- required within 120 days of hire
  • Ability to travel to clients approximately 30% of time
• Nice-to haves:
  • Experience with retention of Retirement Plan clients in Large market
  • Governmental plan experience

Application Deadline

Applications for this position will be accepted through September 21st, 2026, subject to earlier closure due to applicant volume

What’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