Relationship Manager- Core Market

Relationship Manager- Core Market

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 in the West region. 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
Nice-to-haves:
Experience with retention of Retirement Plan clients in small to mid-markets
Experience working with plan sponsors in a virtual-only environment
Group Retirement Plan Experience
Application Deadline: Applications for this position will be accepted through July 10th, 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 $100,000 - $250,000 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.
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 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.