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Relationship Manager- Retirement at TalentPerfMgt

Setup
Remote
Location
Charlotte, North Carolina
Type
Full-time
Level
lead/mgmt
Posted

Summary from listing

Lincoln Financial is hiring a remote Relationship Manager to serve as a strategic partner to retirement plan clients, lead an internal service team, conduct plan reviews and education, resolve issues, and present new products and services. The role requires at least five years of retirement-industry client-facing experience, ERISA and IRS knowledge, FINRA S6 and S63- licenses, and a Life & Health license, with approximately 30% client travel. Applications were accepted through October 9, 2026, subject to earlier closure.

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