Sr. Account Director, Relationship Management

Date: Aug 28, 2021

Location: Charlotte, NC, US

Company: Lincoln Financial

Alternate Locations: Charlotte, NC (North Carolina); Nashville, TN (Tennessee)


Work Arrangement: Hybrid/Home


Relocation assistance is not available for this opportunity.


Level: S4 


Requisition #: 66268


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.


Be Aware of Fraudulent Recruiting Activities


If you are interested in a career at Lincoln, we encourage you to review our current openings and apply on our website. Lincoln values the privacy and security of every applicant and urges all applicants to diligently protect their sensitive personal information from scams targeting job seekers. These scams can take many forms including fake employment applications, bogus interviews and falsified offer letters.


Lincoln will not ask applicants to provide their social security numbers, date of birth, bank account information or other sensitive information in job applications. Additionally, our recruiters do not communicate with applicants through free e-mail accounts (Gmail, Yahoo, Hotmail) or conduct interviews utilizing video chat rooms. We will never ask applicants to provide payment during the hiring process or extend an offer without conducting a phone, live video or in-person interview.  Please contact Lincoln's fraud team at if you encounter a recruiter or see a job opportunity that seems suspicious.




General Purpose of the Role

The Sr. Account Director develops, implements and maintains a complex relationship management business plan to achieve profitable sales, growth, and retention goals for large/complex targeted clients for the regional account space.

Duties & Responsibilities

  • Maintains knowledge on current and emerging developments/trends for assigned area(s) of responsibility, assesses the impact, and collaborates with senior management to incorporate new trends and developments in current and future solutions.
  • Serves as a subject matter expert to internal/external stakeholders by developing and maintaining an advanced understanding of LFG's products, services and operational structure for their assigned area(s) of responsibility.
  • Develops business on behalf of the Lincoln Financial Group (LFG) in a manner that supports a positive company image, in compliance with all required rules and regulations and ethical in all considerations.
  • Directs business on behalf of the Lincoln Financial Group (LFG) in a manner that supports a positive company image, in compliance with all required rules and regulations and ethical in all considerations.
  • Directs the identification and implementation of process improvements that reduce workloads or improve quality for their assigned area(s) of responsibility.
  • Collaborates with internal stakeholders to ensure the proper processing of all sold products from time of sale to issuance.
  • Develops, maintains and executes complex client relationship plans to ensure clients’ overall service needs are satisfied and achieve all business/profitability objectives.
  • As a subject matter expert to internal stakeholders by consulting on complex sales strategies to optimize client satisfaction & retention
  • Builds, enhances and maintains effective relationships with complex client organizations to ensure a high level of client satisfaction & increase sales revenues & profitability.
  • Identifies and resolves complex client issues/concerns in a timely manner.
  • Identifies clients with retention risk and develops and executes complex plans to retain clients.
  • Develops & maintains complex plans to support retention sales & product breadth growth within existing clients.
  • Profiles territory of complex clients to identify which firms may be interested in LFG offerings & targets executives with whom to build relationships
  • Increases awareness of LFG's products & services with assigned client organizations.
  • Develops a multifaceted understanding of existing/targeted client organizations.
  • Builds and directs a complex relationship platform by identifying executive contacts within targeted organizations to achieve profitable sales & product breath growth.
  • Serves as a subject matter expert to internal/external stakeholders by leveraging an advanced understanding and expertise of LFG's products, services & operational structure.
  • Participates in financial services &/or insurance industry trade organization meetings seeking opportunities for LFG to participate via sponsorship &/or speaking opportunities
  • Supports retention efforts by looking for opportunities to cross sell/partner with appropriate stakeholders.
  • Works effectively to support growth in all segments of LFG’s product/service offerings to capitalize on opportunities to penetrate client organizations.
  • Develops and maintains collaborative relationships with internal stakeholders to achieve sales objectives
  • Provides feedback and intelligence to internal partners on existing and targeted clients.
  • Collaborates with internal stakeholders on proposals and/or promotional materials.
  • Maintains sales call data in appropriate systems and/or completes sales reports.
  • Maintains expense budgets to set limits.
  • Meets or exceeds all department and/or sales goals/targets for their assigned clients.

Additional Position Responsibilities

  • Carries out duties in compliance with all state and federal regulations and guidelines. Complies with all company and site policies and procedures.
  • Makes a positive contribution as demonstrated by: - Making suggestions for improvement - Learning new skills, procedures and processes
  • Performs other duties as required.
  • Remains current in profession and industry trends.


  • 4 Year/Bachelor's degree or equivalent work experience (4 years of experience in lieu of Bachelor's) - Minimum Required


  • Licenses dependent upon product being supported with specified time frame -Upon Hire


  • 5-7+ Years experience in relationship management that directly aligns with the specific responsibilities for this position (Required )


Work Arrangement:

Hybrid/Home : Employees will work from home generally three days each week and come into a Lincoln office on a schedule their manager will help set, following any applicable in-office training period determined by their manager. 



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.




Nearest Major Market: Charlotte

Job Segment: Account Manager, Manager, Bank, Banking, Consulting, Sales, Management, Technology, Finance