Senior Relationship Manager – Retirement

Lincoln Financial

. Serve as a strategic partner to large-market retirement plan clients with plans over $250 million .

Posted 10/2/2026full-timeRemote • United StatesSenior💰 $100,000 - $225,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in relationship management, strategic planning, and client satisfaction within large-market retirement plans. Proficient in navigating ERISA and IRS regulations while optimizing plan design and service offerings.

Highest-signal resume keywords

Relationship ManagementStrategic PlanningERISA KnowledgeFINRA S6 CertificationLife & Health Licenses

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Plan Design GuidanceSolution-Selling Techniques401k Knowledge403b Knowledge457 Plans Knowledge

Soft Skills

LeadershipCoachingMentoringIssue ResolutionClient Relationship Building

Certifications & Qualifications

FINRA S6FINRA S63Life & Health Licenses

Industry Keywords

Retirement PlansClient SatisfactionPlan OptimizationBusiness PlansProactive Management

About the role

Key responsibilities & impact

Serve as a strategic partner to large-market retirement plan clients with plans over $250 million
Develop and deliver business plans, proactive plan reviews, education strategies and plan-design guidance
Lead an experienced internal service team
Coach and mentor other relationship managers
Navigate successful issue resolution using organizational and leadership skills
Use solution-selling techniques to optimize new business opportunities, product enhancements and profitability within existing relationships
Form new client relationships and ensure appropriate pricing and service offerings
Strategize on plan optimization with a focus on client satisfaction and retention

Requirements

What you’ll need

5+ years of experience in relationship management directly aligned with the role
Proven strong relationship management skills and ability to build rapport quickly
Proactive management of plan goals
FINRA S6 and S63 required within 90 days of hire
Life & Health licenses required within 120 days of hire
Strong working knowledge of ERISA and IRS rules and regulations affecting retirement plans
4-year/Bachelor’s degree or equivalent work experience; 4 years of experience may substitute for the bachelor’s degree, in Business
Ability to travel to clients up to 50% of the time
Strong working knowledge across 401k, 403b and 457 plans preferred

Benefits

Comp & perks

Clearly defined career tracks and job levels
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
Flexible work arrangements
Productivity/technology tools and training
Annual Incentive Program eligibility
Potential long-term incentives and sales incentives
Standard benefits package