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Account Manager- Retirement Plan

Lincoln National, Fort Wayne, Indiana, United States, 46804

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Alternate Locations:

Work from Home; Fort Wayne, IN (Indiana)

Work Arrangement:

Remote: Work at home employee residing outside of a commutable distance to an office location.

Relocation assistance:

is not available for this opportunity.

Requisition #:

75811

The Role at a Glance We are excited to bring on a Multi-Fund/GVA Account Manager to our Retirement Plan Services business line to work from home or partially in our Fort Wayne based office. We have been experiencing growth and career development on our Account Management team and this is a great opportunity to be part of a growing and evolving team. As an Account Manager, you will work closely with our Relationship Managers, internal service team and intermediaries to provide first class service to our Retirement Plan Sponsors.

What you’ll be doing

Focus on retention of our existing clients by developing and maintaining client satisfaction through relationship building

Collaborating with internal partners to establish and implement balanced resolutions to challenges

Exploring, participating in and leading organizational and client projects and initiatives

Educating clients and implementing solutions for the benefit of clients and their retirement plans, as well as Lincoln

Implementing process improvements and efficiencies

Must-haves

3 – 5 + years’ experience in relationship management and/or retirement industry

FINRA S6 license or required within 180 days of hire

ASPPA RPF within 180 days of hire

Ability to work independently and as part of a team

Demonstrated strong relationship management skills

4-year degree or equivalent work experience

Demonstrated critical thinking skills

Nice-to-haves

Multi-Fund and/or GVA product knowledge

ASPPA certifications (i.e. QKA, QPA, TGPC)

Strong working knowledge of retirement plan administration

Application Deadline Applications for this position will be accepted through March 20, 2026, subject to earlier closure due to applicant volume.

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 $72,900 - $131,600 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.

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.

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