Lincoln Financial Group Sr. Relationship Manager in Houston, Texas

Alternate Locations: Bakersfield, CA (California); Dallas, TX (Texas); Houston, TX (Texas); Irvine, CA (California); Los Angeles, CA (California); Phoenix, AZ (Arizona); Sacramento, CA (California); San Diego, CA (California); San Francisco, CA (California); San Ramon, CA (California); Scottsdale, AZ (Arizona); US West; Walnut Creek, CA (California); Work from Home

Relocation assistance is not available for this opportunity.

Requisition #57422

About the Company

Lincoln Financial Group provides advice and solutions that help empower Americans to take charge of their financial lives with confidence and optimism. Today, more than 17 million customers trust our retirement, insurance and wealth protection expertise to help address their lifestyle, savings and income goals, as well as to guard against long-term care expenses. Headquartered in Radnor, Pennsylvania, Lincoln Financial Group is the marketing name for Lincoln National Corporation (NYSE:LNC) and its affiliates. The company had $222 billion in assets under management as of March 31, 2015.

The Role

As the Senior Relationship Manager in Retirement Plan Services, you will work under the direct supervision of a Director of Relationship Management and have a caseload which generally includes clients across all tax codes with plan assets between $50M and $400M. Your key performance metrics and responsibilities are centered on retention, client satisfaction, growth and profitability. You will have overall accountability for Plan Sponsor and their corresponding Consultant relationships within an assigned book of business.

Territory includes the West Region with up to 50% travel.


Relationship Management

  • Overall accountability for assigned book of business retention and profitability

  • Delivers proactive account management, including but not limited to; understanding client goals & objectives, implementing a strategic relationship process, develop and maintain client specific business plans, deepening existing client relationships, assisting plan sponsor in managing fiduciary responsibilities, ensure client is aware of Lincoln products and service capabilities and identify opportunities to increase assets under management

  • Fosters growth of relationships with Consulting community within assigned territory

  • Develops and maintains strong client and consultant relationships to the highest level of decision makers

  • Preparation and execution of successful in-person and/or phone meetings, including plan reviews

  • Practice and abide by our non-negotiables (Integrity, urgency, ownership, caring, professionalism), our common purpose, and our service values

  • Represent Lincoln at industry conferences

  • Support new business sales/growth efforts

Business Acumen

  • Maintains knowledge on current and emerging developments/trends in the retirement space

  • Directs and develops business on behalf of Lincoln in a manner that supports a positive company image, in compliance with all required rules and regulations and ethical in all considerations

  • Identifies, recommends and implements process improvements that reduce workloads or improve quality

  • Collaborates with internal stakeholders to ensure the proper processing of all sold products from time of sale to issuance

  • Educates external stakeholders regarding Lincoln products, guidelines for eligibility, and the service model

  • Support regional expense budget target

  • Participate in Retirement Plan Services strategic initiatives

  • Interacts with management in support of strategic Retirement Plan Services business planning/growth

  • Pursue professional designations



  • Undergraduate degree or 5+ years’ experience that directly aligns with the responsibilities of this role

  • FINRA S6 and S63

  • Industry professional designations preferred


  • 5+ years’ experience in relationship management of retirement plans, which directly aligns with the responsibilities of the role

  • Ability to read, analyze and interpret both internal and external documents such as general media/publications, professional journals, technical procedures, governmental regulations, policies, proposals, and standard operating procedures

  • Confident, comfortable communicator with strong written and verbal communication skills

  • Strong presentation skills with demonstrated ability to influence at all levels of management through clear, informed and logical discussions/presentations

  • Apply concepts such as probability, statistics, modeling, percentages, ratios, and proportions to practical solutions

  • Works with mathematical concepts such as averages and/or variances with the ability to translate those concepts to the financial services industry, stable value products, etc.

  • Ability to evaluate information and the implications of a course of action or solution

  • Ability to interpret and apply common sense understanding to carry out a variety of instructions furnished in written, oral, or diagram form

  • Ability to solve problems and deal with a variety of concrete variables in situations where only limited standardization exists

  • Define problems, collect data, establish facts and draw valid conclusions that align with the best interest of our clients and Lincoln’s business objectives

  • Evaluate trends in data or information

  • Ability to perform under stress in cases of emergency, critical or hazardous situations

  • Ability to work with others in a team environment

  • Demonstrated ability to identify and recommend processes improvements

  • Demonstrated excellent organizational skills with the ability to prioritize workload and multi-task while maintaining strict attention to detail

  • Demonstrates advanced relationship management skills with internal clients (e.g. management, peers and colleagues) and external clients

  • Demonstrates strong interpersonal skills with a collaborative style

  • Demonstrates strong project management skills including, critical ability to coordinate and balance multiple projects in a time-sensitive environment, under pressure, and meeting deadlines

  • Finds common ground and can gain collaboration among management, colleagues and peers

This position may be subject to Lincoln’s 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 Lincoln’s current or future business interests, misrepresentations were made, or for failure to fully disclose applicable political contributions and or fundraising activities.

Lincoln Financial Group ("LFG") is an Equal Opportunity employer and, as such, is committed in policy and practice to recruit, hire, compensate, train and promote, in all job classifications, without regard to race, color, religion, sex (including pregnancy), age, national origin, disability, sexual orientation, gender identity and expression, veterans status, or genetic information. Opportunities throughout LFG are available to employees and applicants and are evaluated on the basis of job qualifications. We have a drug free work environment and we perform pre-employment substance abuse testing.