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Lincoln Financial

Senior Account Manager, Relationship Management

Lincoln Financial

Sr. Account Manager leading strategic efforts for relationship management.

Posted 5/22/2026full-timeRemote • Pennsylvania • 🇺🇸 United StatesSenior💰 $94,500 - $250,000 per yearWebsite

About the role

Key responsibilities & impact
  • Develop and execute strategic business plans that drive sales growth, market expansion, and retention within assigned firms.
  • Build and maintain strong relationships with senior leaders and key decision makers across wire and bank channels.
  • Serve as a subject matter expert on LFG products, services, and operational processes.
  • Lead complex client relationship strategies that address service needs and resolve escalated issues.
  • Identify at risk clients and implement retention strategies.
  • Profile assigned territories to identify opportunities and cultivate new relationships.
  • Participate in industry organizations and events to enhance LFG visibility.
  • Collaborate with internal teams to ensure seamless processing of sold products.
  • Conduct client meetings and finalist presentations.

Requirements

What you’ll need
  • 3-5 Years experience in relationship management
  • Bachelor's degree or equivalent work experience
  • FINRA Series SIE, 6, 63, L&H
  • Analytical skills and close attention to detail
  • Effective verbal and written communication skills
  • Ability to adapt quickly in a changing work environment

Benefits

Comp & perks
  • PTO/parental leave
  • Competitive 401K and employee benefits
  • Free financial counseling
  • Health coaching
  • Employee assistance program
  • Tuition assistance program
  • Leadership development and virtual training opportunities

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools
relationship managementanalytical skillsattention to detail
Soft Skills
effective communicationadaptability
Certifications
FINRA Series SIEFINRA Series 6FINRA Series 63L&H