About this role

The Role at a Glance

Lincoln has an opening for a Relationship Manager who is passionate about helping plan sponsors and financial professionals deliver the best retirement plan experience possible. As a Relationship Manager, you will lead an experienced and dynamic service team, and serve as the single point of accountability for our clients. With an entrepreneurial approach to managing your assigned clients, you’ll form new relationships, ensure appropriate price and service offering, and strategize on plan optimization, all with a focus on client satisfaction and retention.

What you'll be doing

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

What we’re looking for

Must haves:

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

Nice-to haves:

Experience with retention of Retirement Plan clients in Large market
Governmental plan experience

Application Deadline

Applications for this position will be accepted through October 23rd, 2026, subject to earlier closure due to applicant volume

LI-Remote

What’s it like to work here?

At Lincoln Financial, we love what we do. We make meaningful contributions each and every day to empower our customers to take charge of their lives. Working alongside dedicated and talented colleagues, we build fulfilling careers and stronger communities through a company that values our unique perspectives, insights and contributions and invests in programs that empower each of us to take charge of our own future.

What’s in it for you:

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

The pay range for this position is $100,000 - $168,000 with anticipated pay for new hires between the minimum and midpoint of the range and could vary above and below the listed range as permitted by applicable law. Pay is based on non-discriminatory factors including but not limited to work experience, education, location, licensure requirements, proficiency and qualifications required for the role. The base pay is just one component of Lincoln’s total rewards package for employees. In addition, the role may be eligible for the Annual Incentive Program, which is discretionary and based on the performance of the company, business unit and individual. Other rewards may include long-term incentives, sales incentives and Lincoln’s standard benefits package.

About The Company

Lincoln Financial (NYSE: LNC) helps people to confidently plan for their version of a successful future. We focus on identifying a clear path to financial security, with products including annuities, life insurance, group protection, and retirement plan services.

With our 120-year track record of expertise and integrity, millions of customers trust our solutions and service to help put their goals in reach.

Lincoln Financial Distributors, a broker-dealer, is the wholesale distribution organization of Lincoln Financial. Lincoln Financial is the marketing name for Lincoln Financial Corporation and its affiliates including The Lincoln National Life Insurance Company, Fort Wayne, IN, and Lincoln Life & Annuity Company of New York, Syracuse, NY. Lincoln Financial affiliates, their distributors, and their respective employees, representatives and/or insurance agents do not provide tax, accounting or legal advice.

Lincoln is committed to creating an inclusive environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.

Be Aware of Fraudulent Recruiting Activities

If you are interested in a career at Lincoln, we encourage you to review our current openings and apply on our website. Lincoln values the privacy and security of every applicant and urges all applicants to diligently protect their sensitive personal information from scams targeting job seekers. These scams can take many forms including fake employment applications, bogus interviews and falsified offer letters.

Lincoln will not ask applicants to provide their social security numbers, date of birth, bank account information or other sensitive information in job applications. Additionally, our recruiters do not communicate with applicants through free e-mail accounts (Gmail, Yahoo, Hotmail) or conduct interviews utilizing video chat rooms. We will never ask applicants to

Relationship Manager- Retirement