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

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%

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

VP, Relationship Management

Key skills