Retirement Plan Account Manager

Retirement Plan Account Manager

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.

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 account management and / or relationship management and retirement industry 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 FINRA S6 license or obtains within 90 days of hire Nice-to-haves : ASPPA or other industry certifications, RPF will be required to obtain Strong working knowledge of retirement plan administration Strong project management skills Strong presentation skills

Applications for this position will be accepted through October 24th, 2025, subject to earlier closure due to applicant volume

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 $69,000 - $124,600 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 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 Distributors, a broker-dealer, is the wholesale distribution organization of Lincoln Financial. 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.