Account Manager - Retirement
Lincoln Financial
Manager, Employee Meeting Team – Retirement Plan Services
T. Rowe Price
full-time
Posted on:
Origin: • 🇺🇸 United States • California, Colorado, New York
Visit company websiteSalary
💰 $80,500 - $171,000 per year
Job Level
Mid-LevelSenior
About the role
- Manage a team of Employee Meeting Consultants delivering employee education to 401(k) clients/plan participants through live and virtual presentations
- Oversee team performance, training, resource allocation, and professional development
- Drive continuous improvement by shaping policies, processes/procedures, and presentation standards
- Recruit, coach, and mentor team members; ensure comprehensive onboarding and cross-training
- Ensure consistent delivery of engaging, relevant, client-specific presentations in live and webinar formats
- Actively manage staffing to support program delivery and client satisfaction
- Implement training strategies aligned with business priorities and ensure content compliance
- Integrate business initiatives, change events, and priorities into team operations
- Address escalations and ensure education content aligns with client needs and objectives
- Partner with retirement product managers to stay informed of new products and service enhancements
- Maintain written supervisory procedures and operational policies for regulatory compliance
- Lead or participate in business initiatives to enhance client/participant education experiences
- Oversee resource allocation and manage competing priorities to ensure team performance and project execution
Requirements
- Bachelor's degree or the equivalent combination of education and relevant experience
- 5+ years of total relevant work experience
- FINRA S7 & S24 licenses or ability to obtain within 6 months
- Ability to travel periodically for client/staff observations as appropriate per supervisory oversight policy
- Preferred: Retirement plan industry knowledge
- Preferred: Experience leading geo-dispersed team(s)
