VP, Relationship Management, Distribution

Date: Feb 14, 2019

Location: Philadelphia, PA, US

Company: Lincoln Financial

Alternate Locations: Radnor, PA (Pennsylvania)

Relocation assistance is not available for this opportunity.

Hiring Manager: John C Kennedy

Level: M5

Requisition #58257

About The Company

Led by over 10,000 employees  – including you –  Lincoln Financial Group provides advice and solutions that help empower people 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.

The Role

This position provides strategic leadership to achieve key business objectives.  S/he will lead and oversee the strategic development, maintenance and execution of a robust client relationship management program which ensure that the clients’ overall service needs are satisfied and achieve the business and profitability objects of all Distribution.

 

Non-Negotiables:

  • Relationship Management Leader: Understands the techniques required to develop, maintain and manage business relationships with clients and partner organizations.  Leverages creative thinking to proactively identify business opportunities in new market places. 
  • Strategy and Execution; Someone who can develop an overall strategic vision and executes a robust client relationship management and retention strategy by channel.  And ideally knows the Financial Services Sales Distribution Channels.
  • Executive Leader; Inspire others, transforms organizations, delivers results and committed to accelerating personal, team and organizational growth. Manages team dynamics and improves performance.

 

 

Responsibilities

  • Builds, enhances and maintains relationships with the most senior contacts at client organizations, ensuring clients overall service needs are satisfied.
  • Develops and oversees the overall financial budgets for assigned area(s) of responsibility.
  • Develops highly complex and comprehensive relationship management strategies and programs which have a substantial impact on client satisfaction his/her assigned area(s) of responsibility including anticipating and providing strategies on market trends.
  • Drives and oversees Lincoln's cross selling objectives within his/her assigned area(s) to properly position all of Lincoln's financial solutions.
  • Leads and oversees the management of assigned area(s) relationships with existing clients by developing, executing and ensuring proactive, creative, and ongoing contact initiatives.
  • Leads the development of an overall business plan to achieve business and profitability objectives for the enterprise and his/her assigned responsibility
  • Provides thought leadership and advises senior management on relationship management strategies which optimize client satisfaction, achieve desired business results and reduce risks.
  • Serves as a representative and participates in industry organizations to provide exposure for the business.

 

Education & Experience

  • 12+ Years experience in relationship management that directly aligns with the specific responsibilities for this position, including 5+ years of management, strategy, and influencing senior management/critical stakeholders experience (Required)
  • 4 Year/Bachelor's degree or equivalent work experience (4 years of experience in lieu of Bachelor's)in (Minimum Required)

 

Certifications

  • Upon Hire Certifications/Licensures : Licenses dependent upon product being supported with specified time frame.

 

Travel Information

  • Travel Type : National Domestic
  • Travel Amount : up to 50%

 

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.

#M5 


Nearest Major Market: Philadelphia

Job Segment: Manager, VP, Executive, Management