Account Manager- Retirement

Account Manager- Retirement

We are excited to bring on an Account Manager to our Retirement Plan Services business line to work from home or partially in our Fort Wayne based office. We have been experiencing growth and career development on our Account Management team and this is a great opportunity to be part of a growing and evolving team. As an Account Manager, you will work closely with our Relationship Managers, internal service team and intermediaries to provide first class service to our Retirement Plan Sponsors.

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.

Must-haves : 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. Nice-to-haves : 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.

Applications for this position will be accepted through September 19th, 2025 subject to earlier closure due to applicant volume.