Internal Relationship Manager

We are excited to bring on an enthusiastic Internal Relationship Manager to our Retirement Plan Services Plan Sponsor Experience Team. We are looking for someone who is passionate about working in a collaborative environment to help plan sponsors and financial professionals deliver the best retirement plan experience possible. As an Internal Relationship Manager, you will be an integral part of the Relationship Management team and assist in executing on RPS's strategic vision, deliver on the business commitments, and support retention and new business opportunities.

What you'll be doing:

Support a designated group of Relationship Managers across a broad range of client and operational requests, ensuring timely and efficient execution

Partner closely with RMs on client retention strategies, helping to identify risks and opportunities to strengthen long‑term relationships

Leverage internal systems, data tools, and cross‑functional collaboration to develop reports, presentations, and client‑facing materials

Develop and deliver both standard and ad hoc reporting with a high degree of accuracy, including benchmarking, activity tracking, and performance insights

Analyze results and synthesize key findings into actionable recommendations that drive process improvements, enhance performance, and elevate the client experience

Collaborate with RM leadership to support strategic initiatives, including process optimization, scalability efforts, and business planning

Conduct research on market, channel, and industry trends to identify emerging opportunities, potential risks, and competitive insights

What we're looking for:

Must‑haves:

3‑5+ years' experience in reporting, analysis and/or strategy that directly aligns with the specific responsibilities for this position

Strong project management skills, including the ability to coordinate and balance multiple tasks in a time‑sensitive environment, under pressure, and meeting deadlines

Strong organizational skills

Undergraduate degree or equivalent work experience (4 years of experience in lieu of Bachelors)

Nice‑to‑haves:

Excellent written and oral communication skills

Proven client facing presentation skills and competencies

Understanding and proficiency of Account/Relationship Management related functions and competencies

Strong interpersonal skills and experience in motivating others in a team‑oriented, collaborative environment

Critical thinker with an ability to analyse information and evaluate the implications of a course of action

Application Deadline: Applications for this position will be accepted through June 12th, 2026, subject to earlier closure due to applicant volume

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.

Internal Relationship Manager • Fort Wayne, IN, United States

Lincoln Financial is an Equal Opportunity employer and, as such, is committed in policy and practice to recruit, hire, compensate, train and promote, in all job classifications, without regard to race, color, religion, sex, age, national origin or disability. Opportunities throughout Lincoln are available to employees and applicants are evaluated on the basis of job qualifications.

#J-18808-Ljbffr