Sr. Account Manager - RIA

Date: Jan 12, 2023

Primary Location: Radnor, PA, US

Company: Lincoln Financial

 

 Alternate Locations: Work from Home; Radnor, PA (Pennsylvania)

 

Work Arrangement: Work from Home

 

Relocation assistance:: is not available for this opportunity.

 

 Pay Range: $194,000 - $475,000 

 

Requisition #: 70913

 

 

The Role at a Glance

The Sr. RIA Account Manager will develop, direct, implement, and maintain a business plan to achieve sales, growth, profitability, retention, and market share goals for the RIA channel. You will build, enhance, and direct the relationship with clients to ensure clients’ overall service needs are met and high satisfaction levels achieved.

What you'll be doing

  • Maintains knowledge on current and emerging developments/trends for the RIA channel, assesses the impact, and collaborates with 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 your assigned area(s) of responsibility.
  • Directs and 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.
  • Identifies, recommends and implements process improvements that reduce workloads or improve quality for your 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, directs, implements & maintains a business plan to achieve sales & growth goals for targeted firms including having a multifaceted understanding of key contacts, how they market themselves, market segments they target, how they operate to establish relationships &/or value proposition.
  • Develops, maintains & executes complex client relationship plans to ensure overall service needs are satisfied & achieve the business/profitability/retention objectives.
  • Serves as a subject matter expert to internal stakeholders & consults on complex relationship management/sales solutions to optimize client satisfaction & achieve desired business results.
  • Builds, enhances & maintains effective relationships with more complex client organizations to ensure a high level of client satisfaction & retention & increase sales revenues & profitability.
  • Identifies & resolves complex client issues/concerns in a timely & collaborative manner.
  • Identifies clients with retention risk & develops & executes complex plans to retain clients & notifies management.
  • Develops & maintains more complex plans to support retention sales & product breadth growth within existing clients.
  • Profiles assigned territory to identify and build relationships with those more complex clients who would be interested in LFG offerings.
  • Cultivates, directs, & maintains increasingly senior level client relationships.
  • Develops, directs, & executes more complex plans to increase/gain opportunities to introduce LFG management & other resources to targeted clients.
  • Develops a comprehensive understanding of existing/targeted clients including market segments, how they operate, and/or their value proposition(s).
  • Builds & directs a more complex relationship platform by identifying senior contacts within targeted clients to achieve profitable sales & LFG's product breath growth.
  • Actively participates in financial services and/or insurance industry trade organizations to have LFG participate by partaking in sponsorship and/or speaking opportunities.
  • Supports retention efforts & looks for opportunities to cross sell/ partner with internal stakeholders.
  • Conducts client meetings & attends finalist presentations to achieve sales targets.
  • Develops & maintains relationships with internal stakeholders to achieve sales objectives
  • Provides feedback & intelligence to internal partners on existing & targeted clients.
  • Maintains expense budgets to set limits.
  • Meets or exceeds all department and/or sales goals/targets for your assigned clients.

What we’re looking for

  • 3-5+ years of experience in relationship management that directly aligns with the specific responsibilities for this position
  • Undergraduate degree or 4+ years of comparable work experience
  • Experience working with RIA firms and familiarity with RIA landscape required
  • 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
  • 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.
  • Ability to evaluate information and the implications of a course of action or solution.
  • Define problems, collect data, establish facts and draw valid conclusions.
  • Evaluate trends in data or information.
  • 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.
  • Proficiency with Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
  • Successfully completes regulatory and job training requirements.

What’s it like to work here?

At Lincoln Financial Group, we love what we do. We make meaningful contributions each and every day to empower our customers to take charge of their lives. Working alongside dedicated and talented colleagues, we build fulfilling careers and stronger communities through a company that values our unique perspectives, insights and contributions and invests in programs that empower each of us to take charge of our own future.

 

What’s in it for YOU:

  • A clearly defined career framework to help you successfully manage your career

  • Leadership development and virtual training opportunities

  • PTO/parental leave

  • Competitive 401K and employee benefits

  • Free financial counseling, health coaching and employee assistance program

  • Tuition assistance program

  • A leadership team that prioritizes your health and well-being; offering a remote work environment and flexible work hybrid situations

  • Effective productivity/technology tools and training

 

Work Arrangement

Work from Home : Employees will work from home and are not required to work in a Lincoln office on a regular basis.

 

Lincoln will evaluate the following when setting the successful candidate's wage rate:
•    Prior work or industry experience.
•    Education level to the extent education is relevant to the position.
•    Unique skills

 

 About The Company
 

Lincoln Financial Group, a Fortune 200 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 $324 billion in end-of-period account values as of June 30, 2021.

Ranked one of the Best Large Employers in America and Best Employers for Women by Forbes magazine as well as one of Newsweek’s Most Responsible Companies, 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.

 

Lincoln is committed to creating a diverse and inclusive environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. 

 

Lincoln Financial Group is a committed corporate citizen included on major sustainability indices including the Dow Jones Sustainability Index North America and FTSE4Good. Dedicated to diversity and inclusion, we earned perfect 100 percent scores on the Corporate Equality Index and the Disability Equality Index. Follow us on Facebook, Twitter, LinkedIn, and Instagram. Sign up for email alerts at http://newsroom.lfg.com

 

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 fraudhotline@lfg.com if you encounter a recruiter or see a job opportunity that seems suspicious.

 

Additional Information

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, Veteran 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.

 

This Employer Participates in E-Verify. See the E-Verify notices.

Este Empleador Participa en E-Verify. Ver el E-Verify avisos. 


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