Develop and execute strategy to grow firm level relationships and generate awareness and interest in our solutions resulting in sales/adoption with managed consulting and retirement plan advisory firms
Identify and develop new strategic relationships with Retirement Plan Consulting organizations for the mid and large markets
Effectively lead a team of consultant relations team members, each of which will have responsibility for key firm relationships and growth market strategies
Oversee our growth market strategy across all institutional markets, focused on plans $50M+ with retirement plan advisors
Oversee production and utilization of robust firm reporting and data to identify specific areas of success and opportunity
Coordinate regular occurring relationship management and business development strategy meetings with focus firms
Act as point of escalation for new sales opportunities and client service issues with priority firms
Partner effectively with our Institutional Retirement Directors as well as their SVIO, Group Plans, and Core Market Sales counterparts

12+ years’ experience in sales and/or consultant relations that directly aligns with the specific responsibilities
5+ years of management, strategy, and influencing senior management/critical stakeholders experience
4 Year/Bachelor's degree or equivalent work experience (4 years of experience in lieu of Bachelor's)
Significant network of relationships across top retirement plan advisory and consulting firms
Strong defined contribution plan knowledge
Demonstrated strong relationship management skills with internal clients (e.g. senior/executive management, peers and colleagues); proven ability to develop creative and collaborative approaches
Advocates effectively, readily command attention and respect in groups as demonstrated by people listening to and getting on board with initiatives
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
FINRA S6, S63, Life and Health licenses within 120 days of hire date
Ability to travel 50%

Clearly defined career tracks and job levels, along with associated behaviors for each of Lincoln's core values and leadership attributes
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
Work arrangements that work for you
Effective productivity/technology tools and training

VP, Consultant Relations

Key skills