Account Manager developing and maintaining relationships with big clients in the commercial sector at Desjardins. Focusing on promoting and selling products to grow the business.
About the role
- Internal Relationship Manager on Retirement Plan Services Client Engagement Team at Lincoln Financial. Driving relationship management and strategic initiatives in a collaborative environment.
Responsibilities
- Execute on Relationship Manager requests received via the IRM mailbox
- Manage the internal RFP rebid process as assigned
- Utilize internal systems and departmental collaboration to generate reports and other documents
- Develop and present formatted and adhoc reports to internal and external audience requiring a high degree of accuracy and understanding. i.e., plan benchmarking, plan activities, plan intelligence documents, etc.
- Develop, present, and document key findings that can drive process, team performance, and/or customer service improvements to senior audiences
- Partner with RM leadership on strategic initiatives as necessary
- Research channel, market and industry trends, opportunities, and threats
Requirements
- 3-5+ years’ experience in reporting, analysis and/or strategy that directly aligns with the specific responsibilities for this position
- Strong project management skills, including the ability to coordinate and balance multiple tasks in a time-sensitive environment, under pressure, and meeting deadlines
- Strong organizational skills
- Undergraduate degree or equivalent work experience (4 years of experience in lieu of Bachelors)
Benefits
- 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
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