Lincoln Financial

Internal Relationship Manager

Lincoln Financial

full-time

Posted on:

Location Type: Hybrid

Location: RadnorNew YorkNorth CarolinaUnited States

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Salary

💰 $69,000 - $124,600 per year

About the role

  • Execute on Relationship Manager requests received via the IRM mailbox
  • Manage the internal RFP rebid process as assigned
  • Utilize internal systems and departmental collaboration to generate reports and other documents
  • Develop and present formatted and adhoc reports to internal and external audience requiring a high degree of accuracy and understanding. i.e., plan benchmarking, plan activities, plan intelligence documents, etc.
  • Develop, present, and document key findings that can drive process, team performance, and/or customer service improvements to senior audiences
  • Partner with RM leadership on strategic initiatives as necessary
  • Research channel, market and industry trends, opportunities, and threats

Requirements

  • 3-5+ years’ experience in reporting, analysis and/or strategy that directly aligns with the specific responsibilities for this position
  • Strong project management skills, including the ability to coordinate and balance multiple tasks in a time-sensitive environment, under pressure, and meeting deadlines
  • Strong organizational skills
  • Undergraduate degree or equivalent work experience (4 years of experience in lieu of Bachelors)
Benefits
  • 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

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
reportinganalysisstrategyproject management
Soft skills
organizational skillstime managementability to work under pressureability to meet deadlines