Lincoln Financial · 1 week ago
SVP, Head of Institutional Retirement Plan Sales
United States
Full-time
Remote
Director/Executive
15+ years expLincoln Financial is a company focused on helping people confidently plan for their financial future. The SVP, Head of Institutional Retirement Plan Sales will provide executive leadership for the Retirement Plan Services sales organization, shaping and executing strategies to drive growth and achieve sales goals while ensuring operational excellence.
AdviceFinanceFinancial ServicesInsurance
Responsibilities
Develops an overall strategic vision for the RPS Sales organization
Establish RPS Sales organizational goals, objectives, and operating procedures
Ensures effective implementation, integration, and execution of strategic and tactical plan initiatives
Align RPS Sales operational plans with division and enterprise business strategies
Develop and execute strategies to increase sales team productivity, resulting in improved profitability
Design and implement strategic sales and marketing plans for the RPS business unit, including: market research and forecasting, new market identification and segmentation, identification of new distribution channels, and marketing communications
Contribute to policy-making areas impacting: product development, communications and positioning, network development, customer requirements, pricing strategy, customer service standards
Provide executive management with recommendations supported by clear rationale and ROI analysis
Develop tracking mechanisms through Information Systems to evaluate and document program effectiveness
Support sales growth initiatives by collaborating with consultants and employers to position the RPS sales team for current and future needs
Provide strategic leadership by analyzing business, economic, and client trends to craft profitable short- and long-term strategies within RPS products
Establish, monitor, and deliver financial performance including revenue and expense benchmarks
Direct and motivate a high-performing sales force to achieve top- and bottom-line financial results, establishing sales growth and profitability targets
Establish management routines with external brokers to ensure delivery of integrated firm offerings
Formulate, communicate, and implement strategies, policies, and systems to minimize enterprise risk while balancing external broker needs
Develop strategies to leverage internal RPS capabilities to drive sales
Establish and execute appropriate financial and productivity measures and metrics
Lead the RPS sales organization to deliver exceptional internal and external customer service while maintaining operational effectiveness
Qualification
Required
15+ years of progressively responsible experience in the retirement plan services market
5+ years in senior management and strategy
Demonstrated excellent relationship management skills with internal clients (i.e. executive management, peers, and colleagues); proven ability to develop creative and collaborative approaches to driving client-focused solutions which also benefited the company's top and bottom lines
Ability to create and effectively manage administrative budgets and develop business performance measures to evaluate productivity
Demonstrated ability to manage a distribution system
Ability to identify market segments and establish action plans for penetration
Demonstrated experience in developing strategic initiatives and plans which have benefited a company's top and bottom lines
Demonstrated ability to influence at all levels of management through clear, informed and logical discussions/presentations
FINRA S6
Preferred
MBA or Advanced Degree
Demonstrated P/L management experience
FINRA S24
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
Lincoln Financial (NYSE: LNC) helps people to confidently plan for their version of a successful future.
10001+ employees
Funding
Current Stage
Public CompanyTotal Funding
$825MKey Investors
Bain Capital
2025-04-09Post Ipo Equity· $825M
1985-04-26IPO
Leadership Team
Ellen Cooper
Chairman, President and Chief Executive Officer
Christopher Neczypor
Chief Financial Officer
Recent News
GlobalFinTechSeries
2025-12-05
Company data provided by crunchbase