VP, Relationship Management

This is a fully remote position, open to applicants in Pennsylvania.

📋 Description

• Oversee a cohesive Relationship Management and Account Management framework that ensures a seamless and high-quality experience for clients.

• Take full ownership of the client experience, merging strategic relationship management with effective execution of account management in the Mid/Large segment.

• Enhance client satisfaction, retention, and profitable growth through proactive engagement and the implementation of a robust service model.

• Identify and execute process enhancements to improve efficiency, scalability, and service quality.

• Attract, develop, and maintain top talent within the organization, fostering a culture of accountability, collaboration, and ongoing improvement.

• Lead and nurture the Relationship Management team to provide impactful client engagement, anticipating needs, solving complex challenges, and consistently seeking opportunities to strengthen partnerships and broaden solutions.

• Propel team performance by ensuring the Account Management team delivers consistent, responsive, and high-quality service in daily operations, issue resolution, and client deliverables.

⛳️ Requirements

• A minimum of 12 years of experience in relationship management relevant to the role’s responsibilities.

• At least 5 years of experience in management, strategy, and influencing senior management or critical stakeholders.

• Bachelor’s degree or equivalent experience (4 years of relevant experience in lieu of a degree).

• Strong understanding of retirement plan administration.

• Proven ability to successfully recruit, retain, develop, and coach staff through a culture of real-time performance feedback, with a focus on building both technical and leadership capabilities.

• Exceptional relationship management skills with internal clients (e.g., senior/executive management, peers, and colleagues); demonstrated ability to create innovative and collaborative solutions.

• Required to obtain FINRA S6, S63, and life and health licenses within 90 days, preferably upon hiring.

• Willingness to travel up to 30% of the time.

🏝️ Benefits

• Clearly defined career paths and job levels, along with corresponding behaviors aligned to Lincoln's core values and leadership attributes.

• Opportunities for leadership development and virtual training.

• Paid time off and parental leave.

• Competitive 401K plan and employee benefits.

• Complimentary financial counseling, health coaching, and employee assistance programs.

• Tuition assistance program.

• Flexible work arrangements to suit your needs.

• Access to effective productivity tools and training.