Relationship Manager

Relationship Manager

Lincoln has an opening for a Relationship Manager who is passionate about helping plan sponsors and financial professionals deliver the best retirement plan experience possible. As a Relationship Manager, you will lead an experienced and dynamic service team, and serve as the single point of accountability for our clients in the Midwest / Northeast region. With an entrepreneurial approach to managing your assigned clients, you'll form new relationships, ensure appropriate price and service offering, and strategize on plan optimization, all with a focus on client satisfaction and retention.

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

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 the mid-market

Governmental plan experience

Applications for this position will be accepted through October 3rd, 2025, subject to earlier closure due to applicant volume