Relationship Manager – Mid/Large Market

Lincoln Financial

Relationship Manager leading client retirement plan experiences at Lincoln Financial. Managing client satisfaction and retention with strategic partnership and service team leadership.

Posted 6/21/2026full-timeRemote • Pennsylvania • 🇺🇸 United StatesMid-LevelSenior💰 $100,000 - $250,000 per yearWebsite

About the role

Key responsibilities & impact

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

Requirements

What you’ll need

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

Benefits

Comp & perks

PTO/parental leave
Competitive 401K and employee benefits
Free financial counseling, health coaching and employee assistance program
Tuition assistance program
Effective productivity/technology tools and training

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

ERISAIRS rules and regulationsretirement plan design

Soft Skills

relationship managementorganizational skillsleadership skillsissue resolutionstrategic presentation

Certifications

FINRA S6FINRA S63Life & Health license