Lincoln Financial Media

Relationship Manager- Retirement

Lincoln Financial Media$100K — $168K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 5+ years of experience in the Retirement Industry in a client-facing role
  • Strong relationship management skills with the ability to build rapport quickly
  • Knowledge of ERISA and IRS rules related to retirement plans
  • FINRA S6 & S63 licenses required within 90 days of hire
  • Life & Health license required within 120 days of hire
  • Willingness to travel to clients approximately 30% of the time
  • Experience with retention of Retirement Plan clients in the Large market is a plus

Responsibilities

  • Serve as a strategic partner to retirement plan clients
  • Lead an experienced internal service team
  • Provide proactive plan reviews and education strategies
  • Resolve client issues effectively using organizational leadership skills
  • Present new products and services strategically

Benefits

  • Defined career tracks and job levels with associated leadership behaviors
  • Leadership development and virtual training opportunities
  • PTO and parental leave
  • Competitive 401K and employee benefits
  • Free financial counseling and health coaching
  • Tuition assistance program
  • Flexible work arrangements
  • Effective productivity tools and training
Full Job Description
Alternate Locations: Atlanta, GA (Georgia); Chicago, IL (Illinois); Cincinnati, OH (Ohio); Cleveland, OH (Ohio); Columbia, SC (South Carolina); Columbus, OH (Ohio); Detroit, MI (Michigan); Durham, NC (North Carolina); Fort Lauderdale, FL (Florida); Fort Wayne, IN (Indiana); Greensboro, NC (North Carolina); Indianapolis, IN (Indiana); Kansas City, KS (Kansas); Kansas City, MO (Missouri); Louisville, KY (Kentucky); Milwaukee, WI (Wisconsin); Minneapolis, MN (Minnesota); Orlando, FL (Florida); Raleigh, NC (North Carolina); Tampa, FL (Florida); US Midwest; US Southeast

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 #: 76563

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 September 21st, 2026, subject to earlier closure due to applicant volume

#LI-Remote

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 Lincoln Financial Media

Lincoln Financial Media is a subsidiary of Lincoln National Corporation, a Fortune 250 American holding company, which operates multiple insurance and investment management businesses through subsidiary companies. Lincoln Financial Media was a subsidiary of Lincoln Financial Group until 2014, when it was sold to Entercom Communications. The company owned and operated radio stations in Atlanta, Miami, and San Diego. The company was founded in 2006 and was headquartered in Atlanta, Georgia.
Learn more about Lincoln Financial Media
Market Cap
$655 million
Industry
Net Income
-$242.2 million
Founded
1905
5 Year Trend
+20.7%
Revenue
$1 billion

Similar Jobs

More Jobs at Lincoln Financial Media

More Finance & Insurance Jobs

Find similar Relationship Manager- Retirement jobs: