VP, Consultant Relations
Lincoln Financial
full-time
Posted on:
Location Type: Remote
Location: Pennsylvania • United States
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Salary
💰 $220,000 - $450,000 per year
Job Level
About the role
- Develop and execute strategy to grow firm level relationships and generate awareness and interest in our solutions resulting in sales/adoption with managed consulting and retirement plan advisory firms
- Identify and develop new strategic relationships with Retirement Plan Consulting organizations for the mid and large markets
- Effectively lead a team of consultant relations team members, each of which will have responsibility for key firm relationships and growth market strategies
- Oversee our growth market strategy across all institutional markets, focused on plans $50M+ with retirement plan advisors
- Oversee production and utilization of robust firm reporting and data to identify specific areas of success and opportunity
- Coordinate regular occurring relationship management and business development strategy meetings with focus firms
- Act as point of escalation for new sales opportunities and client service issues with priority firms
- Partner effectively with our Institutional Retirement Directors as well as their SVIO, Group Plans, and Core Market Sales counterparts
Requirements
- 12+ years’ experience in sales and/or consultant relations that directly aligns with the specific responsibilities
- 5+ years of management, strategy, and influencing senior management/critical stakeholders experience
- 4 Year/Bachelor's degree or equivalent work experience (4 years of experience in lieu of Bachelor's)
- Significant network of relationships across top retirement plan advisory and consulting firms
- Strong defined contribution plan knowledge
- Demonstrated strong relationship management skills with internal clients (e.g. senior/executive management, peers and colleagues); proven ability to develop creative and collaborative approaches
- Advocates effectively, readily command attention and respect in groups as demonstrated by people listening to and getting on board with initiatives
- Demonstrated ability to successfully hire, retain, develop and coach staff via a culture of real-time performance feedback, with ability to build both technical and leadership skills
- FINRA S6, S63, Life and Health licenses within 120 days of hire date
- Ability to travel 50%
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 & Tools
salesconsultant relationsrelationship managementstrategic planningdata analysisbusiness developmentteam leadershipperformance feedbackdefined contribution plan knowledge
Soft Skills
influencingcollaborationadvocacycommunicationcoachingnetworkingproblem-solvingcreativityattention to detail
Certifications
FINRA S6FINRA S63Life licenseHealth license