Internal Relationship Manager at Lincoln Financial

Radnor, Pennsylvania, United States -

Full Time

Start Date

Immediate

Expiry Date

23 Aug, 26

Salary

131600.0

Posted On

25 May, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Reporting, Data Analysis, Strategy, Project Management, Organizational Skills, Client Retention, Benchmarking, Performance Insights, Process Optimization, Market Research, Written Communication, Oral Communication, Presentation Skills, Relationship Management, Interpersonal Skills, Critical Thinking

Industry

Financial Services

Description

Alternate Locations: Radnor, PA (Pennsylvania); Charlotte, NC (North Carolina); Fort Wayne, IN (Indiana); Omaha, NE (Nebraska) Work Arrangement: Hybrid : Employee will work 3 days a week in a Lincoln office Relocation assistance: is not available for this opportunity. Requisition #: 76121 The Role at a Glance We are excited to bring on an enthusiastic Internal Relationship Manager to our Retirement Plan Services Plan Sponsor Experience Team. We are looking for someone who is passionate about working in a collaborative environment to help plan sponsors and financial professionals deliver the best retirement plan experience possible. As an Internal Relationship Manager, you will be an integral part of the Relationship Management team and assist in executing on RPS’s strategic vision, deliver on the business commitments, and support retention and new business opportunities.What you'll be doing • Support a designated group of Relationship Managers across a broad range of client and operational requests, ensuring timely and efficient execution• Partner closely with RMs on client retention strategies, helping to identify risks and opportunities to strengthen long-term relationships• Leverage internal systems, data tools, and cross-functional collaboration to develop reports, presentations, and client-facing materials• Develop and deliver both standard and ad hoc reporting with a high degree of accuracy, including benchmarking, activity tracking, and performance insights• Analyze results and synthesize key findings into actionable recommendations that drive process improvements, enhance performance, and elevate the client experience• Collaborate with RM leadership to support strategic initiatives, including process optimization, scalability efforts, and business planning• Conduct research on market, channel, and industry trends to identify emerging opportunities, potential risks, and competitive insightsWhat we’re looking for Must-haves:• 3-5+ years’ experience in reporting, analysis and/or strategy that directly aligns with the specific responsibilities for this position• Strong project management skills, including the ability to coordinate and balance multiple tasks in a time-sensitive environment, under pressure, and meeting deadlines• Strong organizational skills• Undergraduate degree or equivalent work experience (4 years of experience in lieu of Bachelors) Nice-to-haves: • Excellent written and oral communication skills• Proven client facing presentation skills and competencies• Understanding and proficiency of Account/Relationship Management related functions and competencies• Strong interpersonal skills and experience in motivating others in a team-oriented, collaborative environment• Critical thinker with an ability to analyze information and to evaluate the implications of a course of actionApplication Deadline Applications for this position will be accepted through June 12th, 2026, subject to earlier closure due to applicant volume What’s it like to work here? 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 $72,900 - $131,600 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. About The Company 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. Follow us on Facebook, X, LinkedIn, Instagram, and YouTube. For the latest company news, visit our newsroom. Be Aware of Fraudulent Recruiting Activities If you are interested in a career at Lincoln, we encourage you to review our current openings and apply on our website. Lincoln values the privacy and security of every applicant and urges all applicants to diligently protect their sensitive personal information from scams targeting job seekers. These scams can take many forms including fake employment applications, bogus interviews and falsified offer letters. Lincoln will not ask applicants to provide their social security numbers, date of birth, bank account information or other sensitive information in job applications. Additionally, our recruiters do not communicate with applicants through free e-mail accounts (Gmail, Yahoo, Hotmail) or conduct interviews utilizing video chat rooms. We will never ask applicants to provide payment during the hiring process or extend an offer without conducting a phone, live video or in-person interview. Please contact Lincoln's fraud team at fraudhotline@lfg.com if you encounter a recruiter or see a job opportunity that seems suspicious. Additional Information This position may be subject to Lincoln’s 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 Lincoln’s current or future business interests, misrepresentations were made, or for failure to fully disclose applicable political contributions and or fundraising activities. Any unsolicited resumes or candidate profiles submitted through our web site or to personal e-mail accounts of employees of Lincoln Financial are considered property of Lincoln Financial and are not subject to payment of agency fees. Lincoln Financial ("Lincoln" or "the Company") 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, age, national origin or disability. Opportunities throughout Lincoln are available to employees and 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. This Employer Participates in E-Verify. See the E-Verify notices. Este Empleador Participa en E-Verify. Ver el E-Verify avisos.

Responsibilities

Support Relationship Managers by executing client requests and developing reporting, presentations, and performance insights. Collaborate with leadership to optimize processes and conduct market research to identify industry trends and risks.