VP, Relationship Management
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Job Description
VP, Head of Relationship & Account Management at Lincoln Financial. Leading strategy and client engagement for the Mid/Large Market Plan Sponsor Experience team with a focus on growth.
Responsibilities:
- Lead an integrated Relationship Management + Account Management model that delivers a seamless, high-quality client experience
- Own the end-to-end client experience, integrating strategic relationship management with disciplined account management execution across Mid/Large segment
- Drive client satisfaction, retention and profitable growth through proactive engagement and execution of service model
- Identify and implement process improvements that enhance efficiency, scalability, and service quality
- Recruit, develop, and retain top talent across the organization; create a culture of accountability, collaboration, and continuous improvement
- Lead and develop Relationship Management organization to deliver high-impact client engagement, anticipating needs, addressing complex challenges, and consistently identifying opportunities to deepen partnerships and expand solutions
- Drive team performance by ensuring Account Management organization executes with consistency, responsiveness, and quality across daily service, issue resolution, and client deliverables
Requirements:
- 12+ years of experience in relationship management that aligns with the responsibilities of the role
- 5+ years of management, strategy, and influencing senior management/critical stakeholders experience
- 4 year/Bachelors degree or equivalent work experience (4 years of experience in lieu of Bachelors)
- Strong working knowledge of retirement plan administration
- Demonstrated ability to successfully hire, retain, develop and coach staff via a culture of real-time performance feedback, with ability to build both technical and leadership skills
- Demonstrated strong relationship management skills with internal clients (e.g. senior/executive management, peers and colleagues); proven ability to develop creative and collaborative approaches
- FINRA S6, S63, life and health licenses required within 90 days, preferred upon hire
- Ability to travel 30%
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
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