Remote Retirement Plan Relationship Manager

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

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.