Senior Relationship Manager – Retirement

🔥 6 minutes ago

🦌 Connecticut, New Hampshire, +4 more states – Remote

🦌 Connecticut – Remote 🗻 New Hampshire – Remote 🏖️ New Jersey – Remote 🦀 Maryland – Remote 🍂 Massachusetts – Remote 🔔 Pennsylvania – Remote

💵 $100k - $225k / year

⏰ Full Time

🟠 Senior

💰 Account Manager

👻 Ghost score 0%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

Apply Now

Find Similar Remote Jobs

Set Up Email Alert For New Jobs

📊 Check your resume score for this job

Improve your chances of getting an interview by checking your resume score before you apply.

Upload Resume

Lincoln Financial

WebsiteLinkedInAll Job Openings

10,000+ employees

Founded 1905

💼 Consulting

⚖️ Legal

💸 Finance

Consulting • Legal • Finance

Lincoln Financial is an organization dedicated to protecting the privacy and security of its job applicants. It actively informs candidates about potential recruitment scams and outlines its robust hiring procedures, making clear that they do not request sensitive personal information during the application process. The company offers a diverse range of career opportunities across various fields including actuarial, finance, legal, and customer service, and is committed to maintaining equal employment opportunities.

📋 Description

• Serve as a strategic partner to large-market retirement plan clients with plans over $250 million • Develop and deliver business plans, proactive plan reviews, education strategies and plan-design guidance • Lead an experienced internal service team • Coach and mentor other relationship managers • Navigate successful issue resolution using organizational and leadership skills • Use solution-selling techniques to optimize new business opportunities, product enhancements and profitability within existing relationships • Form new client relationships and ensure appropriate pricing and service offerings • Strategize on plan optimization with a focus on client satisfaction and retention

🎯 Requirements

• 5+ years of experience in relationship management directly aligned with the role • Proven strong relationship management skills and ability to build rapport quickly • Proactive management of plan goals • FINRA S6 and S63 required within 90 days of hire • Life & Health licenses required within 120 days of hire • Strong working knowledge of ERISA and IRS rules and regulations affecting retirement plans • 4-year/Bachelor’s degree or equivalent work experience; 4 years of experience may substitute for the bachelor’s degree, in Business • Ability to travel to clients up to 50% of the time • Strong working knowledge across 401k, 403b and 457 plans preferred

🏖️ Benefits

• Clearly defined career tracks and job levels • 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 • Flexible work arrangements • Productivity/technology tools and training • Annual Incentive Program eligibility • Potential long-term incentives and sales incentives • Standard benefits package