Retirement Plan Account Manager

Lincoln Financial; Fort Wayne (IN); Remote; USD 69,000 - 125,000; Full time

Job summary

Lincoln Financial is seeking a Retirement Plan Account Manager. This remote role focuses on client relationship management and provides an opportunity to work closely with a dedicated team. The ideal candidate will have experience in the retirement industry and strong relationship management skills, contributing to the satisfaction of our Retirement Plan Sponsors.

Benefits

Leadership development and virtual training opportunities

PTO/parental leave

Competitive 401K and employee benefits

Tuition assistance program

Qualifications

• 3 - 5+ years experience in the retirement industry.
• Strong relationship management skills.

Responsibilities

• Develop and maintain client satisfaction through relationship building.
• Collaborate with internal partners for client initiatives.
• Educate clients on retirement solutions.

Skills

Relationship management

Critical thinking

Education

4-year degree or equivalent work experience

ASPPA RPF certification

Job description

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Alternate Locations: Work from Home; Fort Wayne, IN (Indiana)

Work Arrangement:

Remote : Work at home employee

Relocation assistance: is not available for this opportunity.

Requisition #: 74739

The Role at a Glance

We are excited to bring on a Director (Full Service and TPA) Account Manager to our Retirement Plan Services business line to work from home or partially in our Fort Wayne based office. We have been experiencing growth and career development on our Account Management team and this is a great opportunity to be part of a growing and evolving team. As an Account Manager, you will work closely with our Relationship Managers, internal service team and intermediaries to provide first class service to our Retirement Plan Sponsors.

What You'll Be Doing

• Focus on retention of our existing clients by developing and maintaining client satisfaction through relationship building
• Collaborating with internal partners to establish and implement balanced resolutions to challenges
• Exploring, participating in and leading organizational and client projects and initiatives
• Educating clients and implementing solutions for the benefit of clients and their retirement plans, as well as Lincoln
• Implementing process improvements and efficiencies
  
  

What We’re Looking For

Must-haves:

• 3 – 5 + years’ experience in relationship management and/or retirement industry
• ASPPA RPF within 180 days of hire
• Ability to work independently and as part of a team
• Demonstrated strong relationship management skills
• 4-year degree or equivalent work experience
• Demonstrated critical thinking skills
  
  

Nice-to-haves:

• ASPPA certifications (i.e. QKA, QPA, TGPC)
• FINRA S6 license
• Strong working knowledge of retirement plan administration
• Strong project management skills
  
  

Application Deadline

Applications for this position will be accepted through July 18th, 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 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 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 program
• Work arrangements that work for you
• Effective productivity/technology tools and training
  
  

The pay range for this position is $69,000 - $124,600 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 Distributors, a broker-dealer, is the wholesale distribution organization of Lincoln Financial. 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.

Follow us on Facebook, X, LinkedIn, Instagram, and YouTube. For the latest company news, visit our newsroom.

Be Aware of Fraudulent Recruiting Activities

If you are interested in a career at Lincoln, we encourage you to review our current openings and apply on our website. 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.

Lincoln will not ask applicants to provide their social security numbers, date of birth, bank account information or other sensitive information in job applications. Additionally, our recruiters do not communicate with applicants through free e-mail accounts (Gmail, Yahoo, Hotmail) or conduct interviews utilizing video chat rooms. We will never ask applicants to provide payment during the hiring process or extend an offer without conducting a phone, live video or in-person interview. Please contact Lincoln's fraud team at [e-mail] if you encounter a recruiter or see a job opportunity that seems suspicious.

Additional Information

This position may be subject to Lincoln’s Political Contribution Policy. An offer of employment may be contingent upon disclosing to Lincoln the details of certain political contributions. Lincoln may decline to extend an offer or terminate employment for this role if it determines political contributions made could have an adverse impact on Lincoln’s current or future business interests, misrepresentations were made, or for failure to fully disclose applicable political contributions and or fundraising activities.

Any unsolicited resumes or candidate profiles submitted through our web site or to personal e-mail accounts of employees of Lincoln Financial are considered property of Lincoln Financial and are not subject to payment of agency fees.

Lincoln Financial ("Lincoln" or "the Company") is an Equal Opportunity employer and, as such, is committed in policy and practice to recruit, hire, compensate, train and promote, in all job classifications, without regard to race, color, religion, sex, age, national origin or disability. Opportunities throughout Lincoln are available to employees and applicants are evaluated on the basis of job qualifications. If you are a person with a disability that impedes your ability to express your interest for a position through our online application process, or require TTY/TDD assistance, contact us by calling 260-455-2558.

This Employer Participates in E-Verify. See the E-Verify notices.

Este Empleador Participa en E-Verify. Ver el E-Verify avisos.

Seniority level

• Seniority level

  Not Applicable

Employment type

• Employment type

  Full-time

Job function

• Job function

  Customer Service

• Industries

  Financial Services, Insurance, and Investment Management

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