Lincoln Financial Group Director, Account Management- Retirement Plan Services in Fort Wayne, Indiana
Alternate Locations: Chicago, IL (Illinois); Fort Wayne, IN (Indiana); Work from Home (Excluding Colorado) Relocation assistance is not available for this opportunity. Level: M3 Requisition #65762 About the Company Lincoln Financial Group, a Fortune 250 company with over 10,000 employees, provides advice and solutions that help empower Americans to take charge of their financial lives with confidence. Our core business areas — Life Insurance, Annuities, Retirement Plan Services and Group Protection — focus on supporting, preserving and enhancing over 17 million customer’s lifestyles and retirement outcomes. Headquartered in Radnor, Pennsylvania, Lincoln Financial Group is the marketing name for Lincoln National Corporation (NYSE: LNC) and its affiliates. The company had $238 billion in assets under management as of December 31, 2018. Ranked one of the Best Large Employers in America by Forbes magazine, Lincoln Financial Group makes a serious investment in our employees’ futures through a broad range of wealth accumulation and protection plans, health and wellness programs, and career development resources designed to help each individual reach their personal and professional goals. ## The Role As the Director, Account Management in Retirement Plan Services in the Institutional Market segment, you will provide leadership and direction to a team of Account Managers to ensure group results for assigned area(s) of responsibility. You will direct the development, maintenance and execution of complex and robust client relationship management programs/plans which ensure that the clients’ overall service needs are satisfied and achieve the business and profitability objectives, with a significant focus on client retention. This role has a remote job option that can be performed anywhere in the United States, except in Colorado, with a preference in the West or Midwest regions. ## Responsibilities Business Acumen + Maintains knowledge on current and emerging developments/trends, assess the impact, and collaborates with management to incorporate new trends and developments in current and future solutions + Directs and enhances organizational initiatives by positively influencing and supporting change management and/or departmental/enterprise initiatives + Identifies and directs the implementation of process improvements that significantly reduce workloads or improve quality across the department + Provides subject matter expertise to team members and internal/external stakeholders on complex assignments/projects + May participate in industry and/or trade organizations to obtain competitor information, industry trends and/or best practice Leadership + Provides training and development opportunities, including stretch assignments, for team members and gives honest and open feedback to aid in the development of talent + Directs and evaluates individual/team performance and takes appropriate action to meet and/or exceed performance standards + Establishes and implements priorities, performance goals and objectives to ensure group results for assigned area(s) of responsibility. + Directs and provides leadership to continually improve the capability and results for assigned area(s) of responsibility + Ensures that top talent is hired, developed and retained + Builds organizational capability within assigned area(s) of responsibility + Directs a group & the complex relationship management activities including: developing, maintaining, & executing complex & robust client relationship management programs/plans which ensure that the clients’ overall service needs are satisfied & achieve the business, retention & profitability objectives + Serves as a subject matter expert and advises management and internal/external stakeholders on complex relationship management solutions which optimize client retention and satisfaction and achieve desired business results while reducing risks + Directs and oversees the management of relationships with existing clients by developing, executing and ensuring proactive, creative, and ongoing client contact initiatives + Develops and manages the budget for assigned area(s) Relationship Management + Builds relationships, enhances and maintains relationships with key contacts at internal/external clients and/or sales teams to ensure clients’ overall service needs are satisfied + Collaborates and recommends to management the organizational design, which ensures optimal clients’ retention, satisfaction and achieves desired business results while reducing risks + Reviews and analyzes relationship metrics/dashboards to determine effectiveness of relationship management activities and implements changes as needed ## Education + 4 Year/Bachelor's degree or equivalent work experience (4 years of experience in lieu of Bachelor's) - Minimum Required ## Certifications + FINRA S6 within 90 days of hire ## Experience + 7+ Years experience in relationship management that directly aligns with the specific responsibilities for this position, including 3+ years of managerial, supervisory, and/or demonstrated leadership experience #LI-JH1 ## Other Skills and Abilities + 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 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 management, peers and colleagues); proven ability to develop creative and collaborative approaches. + Demonstrates strong interpersonal skills with a collaborative style. + Demonstrates strong project management leadership 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 senior management, colleagues and peers; can influence outcomes without directing or commanding. + Proficiency with Microsoft Office Suite (Word, Excel, PowerPoint, Outlook). + Successfully completes regulatory and job training requirements. 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. Any unsolicited resumes/candidate profiles submitted through our web site or to personal e-mail accounts of employees of Lincoln Financial Group are considered property of Lincoln Financial Group and are not subject to payment of agency fees. 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. Applicants are evaluated on the basis of job qualifications. If you are a person with a disability that impedes your ability to express your interest for a position through our online application process, or require TTY/TDD assistance, contact us by calling 260-455-2558. #[[customString5]] 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.
Lincoln Financial Group
- Lincoln Financial Group Jobs