Retirement Plan Relationship Leader - Remote
San Jose, Santa Clara County, California, 95199, USA
Listed on 2026-09-30
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Finance & Banking
Wealth Management, Banking & Finance
Lincoln Financial Group is seeking a Relationship Manager to lead a high-performing service team for retirement plan clients. You will act as the primary client liaison, shaping plan design and strategy while ensuring exceptional service delivery and client satisfaction.
This role emphasizes proactive planning, education, and strong relationship management. You will navigate ERISA and IRS regulations, maintain relevant licenses, and travel about 30% to meet with clients.
Our team is growing, and we are hiring a Retirement Plan Relationship Leader
- Remote in United States.
Take a moment to read everything above and see whether this role is right for you.
This posting is for the Retirement Plan Relationship Leader
- Remote role at Lincoln Financial Group, based in United States.
We are looking to fill the Retirement Plan Relationship Leader
- Remote position at Lincoln Financial Group in United States.
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