Careerlink Sign up menu

Account Manager- Retirement Plan Services

Lincoln Financial Group locationFort Wayne, IN
43 positions

Web Mktg Technology Specialist

Lincoln Financial GrouplocationOmaha, NE
43 positions
info linkReport a probelm Originally Posted : September 15, 2020 | Expires : October 15, 2020


Apply Now
Job Location
Fort wayne, IN, United States


Alternate Locations:Fort Wayne, IN (Indiana); Work from Home

Relocation assistance is not available for this opportunity.


Requisition #64475

About the Company

Lincoln Financial Group, a Fortune 250 company with over 10,000 employees, provides advice and solutions that help empower Americans to take charge of their financial lives with confidence. Our core business areas Life Insurance, Annuities, Retirement Plan Services and Group Protection focus on supporting, preserving and enhancing over 17 million customers lifestyles and retirement outcomes.

Headquartered in Radnor, Pennsylvania, Lincoln Financial Group is the marketing name for Lincoln National Corporation (NYSE: LNC) and its affiliates. The company had $238 billion in assets under management as of December 31, 2018.

Ranked one of the Best Large Employers in America by Forbes magazine, Lincoln Financial Group makes a serious investment in our employees futures through a broad range of wealth accumulation and protection plans, health and wellness programs, and career development resources designed to help each individual reach their personal and professional goals.

The Role

As a Alliance Account Manager, you are responsible for helping drive sales and retention by maintaining effective relationships with Plan Sponsors, Third Party Administrators, Agents, Brokers and/or distribution partners.  You will engage in routine daily activities regarding all post sale interactions. You will act as the single point contact for any customer service inquiries, materials requests, illustrations, re-pricing, service agreement inquiries and plan design solutions coordinating across Lincoln’s specialized administration areas insuring that Lincoln Financial Group delivers on all commitments and client expectations.  You will work in an environment of multiple markets, products, funds and variations within the market, under unique tax laws, SEC and FINRA rulings, as well as multiple administrative systems.


Relationship Management

  • Demonstrates ultimate accountability for client relationship and provides strategic direction for client to ensure unmatchable excellence and compliance with ERISA in accordance with the clients plan document and Lincoln Retirements policies and procedures
  • Responds to our strategic partners (field partner, TPA & plan sponsor) calls, requests and inquiries regarding multiple market concepts, products, pricing, services and plan design issues
  • Reviews & evaluates processes between Lincoln and the TPA and recommends, initiates and manages resolutions and improvements to ensure strategic partners expectations are met
  • Facilitates discussion regarding contract pricing and changes to that pricing with our field partners
  • Analyzes customer feedback to better meet emerging customer expectations
  • Advises management on strategic partners needs and issues, routinely assuming the role of strategic partner advocate/liaison/operational expert



  • Develops and maintains a high level of technical expertise in order to advise on a wide variety of financial services, pension administrative services, systems and pension products
  • Provides analysis and decision-making support to management or higher level Account Mangers for successful resolution of customer complaints
  • Working knowledge of qualified retirement plan/product/regulatory requirements (SEC, FINRA, IRS, DOL, ERISA and DOI)
  • Understanding of recordkeeping/pension administration services
  • Working knowledge of qualified retirement plan products services markets and distribution channels
  • 4 Year/Bachelor's degree or equivalent work experience (4 years of experience in lieu of Bachelor's) - Minimum Required
  • FINRA S6 within 90 days
  • 3 - 5+ Years experience in relationship management that directly aligns with the specific responsibilities for this position


Other Skills and Abilities
  • Ability to perform under stress in cases of emergency, critical or hazardous situations.
  • Ability to work with others in a team environment.
  • Demonstrated strong relationship management skills with internal clients (e.g. management, peers and colleagues); proven ability to develop collaborative approaches.
  • Demonstrates ability to identify and recommend processes improvements.
  • Demonstrates excellent organizational skills with the ability to prioritize workload and multi-task while maintaining strict attention to detail.
  • Demonstrates strong interpersonal skills with a collaborative style.
  • Demonstrates the ability to use sound judgment and discretion regarding confidential information.
  • Finds common ground and can gain collaboration among management, colleagues and peers; can influence outcomes without directing or commanding.
  • Proficiency with Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
  • Strong project management skills including, critical ability to coordinate and balance multiple projects in a time-sensitive environment, under pressure, and meeting deadlines.
  • Successfully completes regulatory and job training requirements.

This position may be subject to Lincolns Political Contribution Policy. An offer of employment may be contingent upon disclosing to Lincoln the details of certain political contributions. Lincoln may decline to extend an offer or terminate employment for this role if it determines political contributions made could have an adverse impact on Lincolns current or future business interests, misrepresentations were made, or for failure to fully disclose applicable political contributions and or fundraising activities.

Any unsolicited resumes/candidate profiles submitted through our web site or to personal e-mail accounts of employees of Lincoln Financial Group are considered property of Lincoln Financial Group and are not subject to payment of agency fees.

Lincoln Financial Group (LFG) is an Equal Opportunity employer and, as such, is committed in policy and practice to recruit, hire, compensate, train and promote, in all job classifications, without regard to race, color, religion, sex (including pregnancy), age, national origin, disability, sexual orientation, gender identity and expression, veterans status, or genetic information. Applicants are evaluated on the basis of job qualifications. If you are a person with a disability that impedes your ability to express your interest for a position through our online application process, or require TTY/TDD assistance, contact us by calling 260-455-2558.



Lincoln Financial Group

43 active jobs
Browse all jobsexternal

Similar Jobs

21 September ( Today )

Security - Part Time Nights - Lakeside Village

21 September ( Today )

Driver - PRN Days - Lakeside Village