Account Coordinator, Relationship Management

Lincoln Financial

Account Coordinator building strategic partnerships with stakeholders to support Lincoln Financial’s sales solutions and strategies. Managing compliance and operations issues while driving sales performance.

Posted 7/8/2026full-timeRemote • Pennsylvania • 🇺🇸 United StatesMid-LevelSenior💰 $72,900 - $131,600 per yearWebsite

About the role

Key responsibilities & impact

Builds partnerships with internal and external stakeholders to provide sales solutions and support to various LFD business units
Partners with key stakeholders to execute the department’s overall sales strategy
Manages business wide procedures to ensure alignment with LFD compliance rules
Works to review and resolve increasingly more complex operations and compliance issues/concerns
Motivates and strengthens relationships with the sales and business areas to implement targeted sales concepts and solutions that increase sales
Works to meet sales targets by defining, implementing and managing complex assignments necessary to drive these intended results
Collaborates with internal stakeholders to complete various complex projects to drive the sales strategy
Identifies, integrates and communicates product needs, strategies, field sales obstacles and issues as they arise to sales management
Supports the development & implementation of tactical sales strategies required to support LFD’s vision & direction

Requirements

What you’ll need

4 Year/Bachelor's degree or equivalent work experience (4 years of experience in lieu of Bachelor's) in Computer Science, Information Systems, or Information Technology
3-5 years of financial services experience
1-3 years of proven sales and relationship building abilities
FINRA SIE and Series 6 required at time of hire
FINRA Series 63 - within 90 days of start date
Demonstrated strong relationship management skills with internal clients (e.g. management, peers and colleagues); proven ability to develop collaborative approaches
Confident, comfortable communicator with strong written and verbal communication skills.

Benefits

Comp & perks

Clearly defined career tracks and job levels
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

✓ Tailor your resume

Applicant Tracking System Keywords

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

Hard Skills & Tools

Sales Solutions DevelopmentOperational ComplianceProject ManagementSales Target AchievementTactical Sales Strategy Implementation

Soft Skills

Strong Communication SkillsCollaborative ApproachMotivational Leadership

Certifications

FINRA SIEFINRA Series 63