Relationship Manager- Retirement

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

is not available for this opportunity.

76563

• 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 Large market
  • Governmental plan experience

Applications for this position will be accepted through September 21st, 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