Relationship Manager- Retirement

Alternate Locations:
Atlanta, GA (Georgia);
Chicago, IL (Illinois);
Cincinnati, OH (Ohio);
Cleveland, OH (Ohio);
Columbia, SC (South Carolina);
Columbus, OH (Ohio);
Detroit, MI (Michigan);
Durham, NC (North Carolina);
Fort Lauderdale, FL (Florida);
Fort Wayne, IN (Indiana);
Greensboro, NC (North Carolina);
Indianapolis, IN (Indiana);
Kansas City, KS (Kansas);
Kansas City, MO (Missouri);
Louisville, KY (Kentucky);
Milwaukee, WI (Wisconsin);
Minneapolis, MN (Minnesota);
Orlando, FL (Florida);
Raleigh, NC (North Carolina);
Tampa, FL (Florida); US Midwest; US Southeast 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 #: 76563

The Role at a Glance 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. 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
• 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

What we’re looking forMust 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 Large market
• Governmental plan experience Final date to receive applications

Applications for this position will be accepted through October 23rd, 2026, subject to earlier closure due to applicant volume #LI-Remote 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 - $168,000 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…