Account Manager- Retirement Plan

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Alternate Locations: Work from Home;
Fort Wayne, IN (Indiana)

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 #: 75811

We are excited to bring on a Multi‑Fund/GVA Account Manager to our Retirement Plan Services business line to work from home or partially in our Fort Wayne based office. We have been experiencing growth and career development on our Account Management team and this is a great opportunity to be part of a growing and evolving team. As an Account Manager, you will work closely with our Relationship Managers, internal service team and intermediaries to provide first class service to our Retirement Plan Sponsors.

• Focus on retention of our existing clients by developing and maintaining client satisfaction through relationship building
• Collaborating with internal partners to establish and implement balanced resolutions to challenges
• Exploring, participating in and leading organizational and client projects and initiatives
• Educating clients and implementing solutions for the benefit of clients and their retirement plans, as well as Lincoln
• Implementing process improvements and efficiencies

• 3 – 5 + years’ experience in relationship management and/or retirement industry
• FINRA S6 license or required within 180 days of hire
• ASPPA RPF within 180 days of hire
• Ability to work independently and as part of a team
• Demonstrated strong relationship management skills
• 4‑year degree or equivalent work experience
• Demonstrated critical thinking skills

• Multi‑Fund and/or GVA product knowledge
• ASPPA certifications (i.e. QKA, QPA, TGPC)
• Strong working knowledge of retirement plan administration

Applications for this position will be accepted through March 20, 2026, subject to earlier closure due to applicant volume.

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.

• 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
• 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 $72,900 - $131,600 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 including but not limited to work experience, education, location, licensure requirements, proficiency and qualifications required for the…