Account Manager – Retirement

Lincoln Financial

Account Manager managing relationships in the Retirement Plan Services business line. Focusing on client retention and providing solutions for client retirement plans.

Posted 4/22/2026full-timeRemote • 🇺🇸 United StatesMid-LevelSenior💰 $72,900 - $131,600 per yearWebsite

About the role

Key responsibilities & impact

Focus on retention of our existing clients by maintaining client satisfaction
Collaborating with internal and external 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

Requirements

What you’ll need

3 – 5 + years’ experience in relationship management and/or retirement industry
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
FINRA S6 required within 90 days of start
ASPPA RPF required within 180 days of start

Benefits

Comp & perks

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

ATS Keywords

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Applicant Tracking System Keywords

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Soft Skills

relationship managementclient satisfactioncollaborationcritical thinkingprocess improvement

Certifications

FINRA S6ASPPA RPF