Retirement Plan Account Manager

Alternate Locations: Work from Home; Fort Wayne, IN (Indiana) Work Arrangement: Remote : Work at home employee residing outside of a commutable distance to an office location. Relocation assistance: is not available for this opportunity. Requisition #: 75249 The Role at a Glance 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. What you'll be doing u2022 Focus on retention of our existing clients by developing and maintaining client satisfaction through relationship building u2022 Collaborating with internal partners to establish and implement balanced resolutions to challenges u2022 Exploring, participating in and leading organizational and client projects and initiatives u2022 Educating clients and implementing solutions for the benefit of clients and their retirement plans, as well as Lincoln u2022 Implementing process improvements and efficiencies What weu2019re looking for _Must-haves:_ u2022 3 u2013 5 + yearsu2019 experience in account management and/or relationship management and retirement industry u2022 Ability to work independently and as part of a team u2022 Demonstrated strong relationship management skills u2022 4-year degree or equivalent work experience u2022 Demonstrated critical thinking skills u2022 FINRA S6 license or obtains within 90 days of hire _Nice-to-haves:_ u2022 ASPPA or other industry certifications, RPF will be required to obtain u2022 Strong working knowledge of retirement plan administration u2022 Strong project management skills u2022 Strong presentation skills Application Deadline Applications for this position will be accepted through October 24th, 2025, subject to earlier closure due to applicant volume Whatu2019s 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. Whatu2019s 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 $69,000 - $124,600 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 Lincolnu2019s 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 Lincolnu2019s 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 if you encounter a recruiter or see a job opportunity that seems suspicious. Additional Information This position may be subject to Lincolnu2019s 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 Lincolnu2019s 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 (

Created: 2025-10-09