Sr Relationship Manager- Retirement

Alternate Locations:
Work from Home;
Baltimore, MD (Maryland);
Boston, MA (Massachusetts);
Dover, NH (New Hampshire);
Edison, NJ (New Jersey);
Hartford, CT (Connecticut);
Philadelphia, PA (Pennsylvania);
Pittsburgh, PA (Pennsylvania);
Radnor, PA (Pennsylvania); US Northeast Work Arrangement:

Remote :
Work at home employee residing outside of a commutable distance to an office location.

Relocation assistance:  is not available for this opportunity.

Requisition #: 76717

The Role at a Glance We are excited to be hiring a Senior Relationship Manager who is passionate about helping plan sponsors and financial professionals deliver the best retirement plan experience possible.  In this role you will lead an experienced and dynamic service team, and serve as the single point of accountability for our clients. 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.

What you'll be doing
• Serves as a strategic partner to our large market retirement plan clients (over $250 million)
• Develops and delivers robust business plans to retirement plan clients, capitalizing on your industry knowledge to provide thoughtful and proactive plan reviews, education strategies and guidance on plan design
• Leads a robust and experienced internal service team
• Coaches and mentors other relationship managers to aid in the development of the overall team
• Uses your organizational and leadership skills to navigate through successful issue resolution
• Utilizes effective solution selling techniques to optimize new business opportunities, product enhancements, or areas that may improve profitability opportunities within existing relationships

What we’re looking forMust-haves:5+ years of experience in relationship management that directly aligns with the specific responsibilities for this role Proven strong relationship management skills, ability to build rapport quickly, and proactive management of plan goalsFINRA S6 & 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 and how they impact retirement plans4 year/Bachelor’s degree or equivalent work experience (4 years of experience in lieu of Bachelor's) in Business Ability to travel to clients up to 50% of time

Nice-to-haves:

Strong working knowledge across 401k, 403b and 457 plans

Application Deadline Applications for this position will be accepted through October 23rd, 2026, 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 $100,000 - $225,000 with anticipated pay for new hires between the minimum and midpoint of the range and could vary above and below the listed…