Remote Retirement Plan Relationship Manager

Lincoln Financial; Charlotte (NC); On-site; USD 100,000 - 168,000; Full time

Benefits offered by this job

Career tracks

Leadership training

PTO/parental leave

401K

Financial counseling

Tuition assistance

Flexible work arrangements

Productivity tools

Job summary

Lincoln Financial is hiring a Relationship Manager to lead a seasoned service team and own accountability for client satisfaction in retirement plans. You’ll develop relationships with plan sponsors and financial professionals, ensure price and service alignment, and strategize on plan optimization.

With 5+ years in retirement industry, you’ll apply ERISA/IRS knowledge, navigate issues, present new products, and travel about 30% to meet clients.

Qualifications

• 5+ years of experience in the Retirement Industry in a client facing role.
• Strong relationship management skills and proactive client goal management.
• Knowledge of ERISA and IRS rules impacting retirement plans.

Responsibilities

• Serve as a strategic partner to retirement plan clients.
• Lead a robust internal service team.
• Provide plan reviews, education strategy, and design guidance.
• Navigate issue resolution with organizational and leadership skills.
• Present new products and services to clients.

Skills

Relationship management

Client facing

Strategic partnership

Education

Life & Health license

FINRA S6 & S63

Job description

Lincoln Financial is hiring a Relationship Manager to lead a seasoned service team and own accountability for client satisfaction in retirement plans. You’ll develop relationships with plan sponsors and financial professionals, ensure price and service alignment, and strategize on plan optimization.

With 5+ years in retirement industry, you’ll apply ERISA/IRS knowledge, navigate issues, present new products, and travel about 30% to meet clients.