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Account Manager- Retirement Plans

4 months ago

Fort Wayne, United States Lincoln Financial Full time

**Date**:May 25, 2024

**Primary Location**: Fort Wayne, IN, US

**Company**:Lincoln Financial

**Alternate Locations**: Work from Home; Fort Wayne, IN (Indiana)

**Work Arrangement**:
Hybrid/Flexible : Work at home and use the office as appropriate for in-person collaboration.

**Relocation assistance**: is not available for this opportunity.

**Requisition #**: 72965

**The Role at a Glance**
- We are excited to bring on an **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

**What we’re looking for**
- 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:_
- ASPPA certifications (i.e. QKA, QPA, TGPC)
- Strong working knowledge of retirement plan administration
- Strong project management skills
- Strong presentation skills
- #LI-Remote**What’s it like to work here?**

At Lincoln Financial Group, 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 levels to help you successfully manage your career-
- 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-
- A leadership team that prioritizes your health and well-being; offering a remote work environment and flexible work hybrid situations-
- Effective productivity/technology tools and training**Pay Range**: $67,000 - $120,700

Actual base pay could vary 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 is committed to creating a diverse and 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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**Additional Information