Account Manager- Retirement jobs in United States
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Lincoln Financial · 19 hours ago

Account Manager- Retirement

positionRadnor, PA, US
timeFull-time
remoteHybrid
seniorityMid Level
money$69K/yr - $125K/yr
date3+ years exp

Lincoln Financial is a company that helps people plan for a successful future through various financial products. They are seeking an Account Manager to work closely with Relationship Managers and internal teams to provide exceptional service to Retirement Plan Sponsors, focusing on client retention and satisfaction.

AdviceFinanceFinancial ServicesInsurance

Responsibilities

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

Qualification

Account management experienceRelationship management skillsFINRA S6 licenseRetirement plan administrationProject management skillsCritical thinking skillsPresentation skillsTeam collaboration

Required

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

Preferred

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

Benefits

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

Company

Lincoln Financial

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Lincoln Financial (NYSE: LNC) helps people to confidently plan for their version of a successful future.
dateFounded in 1905
location
Radnor, Pennsylvania, USA
people-size10001+ employees
web-link
https://www.lincolnfinancial.com/

Funding

Current Stage
Public Company
Total Funding
$825M
Key Investors
Bain Capital
2025-04-09Post Ipo Equity· $825M
1985-04-26IPO

Leadership Team

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Ellen Cooper
Chairman, President and Chief Executive Officer
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Christopher Neczypor
Chief Financial Officer
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Recent News

Business Wire
Lincoln Financial Serves as First-Ever Game Break Sponsor for Women’s Sports Desk on FOX Sports’ Women’s College Hoops Coverage
2025-12-18
GlobalFinTechSeries
Lincoln Financial Appoints Nilanjan (Neel) Adhya as EVP, Chief AI, Data and Analytics Officer
2025-12-05
PR Newswire
Variable life Insurance Market to Reach $67.5 billion in 2024 in the short term and $149.7 billion by 2034 Globally, at 8.1% CAGR: Allied Market Research
2025-11-25
Company data provided by crunchbase