SVP, Head of Institutional Retirement Plan Sales

Date: Jan 14, 2026

Primary Location: Radnor, PA, US

Company: Lincoln Financial

Alternate Locations: Work from Home

Work Arrangement:

Remote : Work at home employee residing outside of a commutable distance to an office location.

Relocation assistance: is not available for this opportunity.

Requisition #: 75634

The Role at a Glance

As the SVP, Head of Institutional Retirement Plan Sales , you will provide executive strategic leadership for Retirement Plan Services (RPS) sales and distribution functions. You will be responsible for shaping and executing the distribution strategy to drive growth, achieve sales goals, ensure operational excellence and deliver on both short- and long-term financial objectives aligned with divisional and enterprise goals.

What you'll be doing

• Develops an overall strategic vision for the RPS Sales organization

• Establish RPS Sales organizational goals, objectives, and operating procedures

• Ensures effective implementation, integration, and execution of strategic and tactical plan initiatives

• Align RPS Sales operational plans with division and enterprise business strategies

• Develop and execute strategies to increase sales team productivity, resulting in improved profitability

• Design and implement strategic sales and marketing plans for the RPS business unit, including: market research and forecasting, new market identification and segmentation, identification of new distribution channels, and marketing communications

• Contribute to policy-making areas impacting: product development, communications and positioning, network development, customer requirements, pricing strategy, customer service standards

• Provide executive management with recommendations supported by clear rationale and ROI analysis

• Develop tracking mechanisms through Information Systems to evaluate and document program effectiveness

• Support sales growth initiatives by collaborating with consultants and employers to position the RPS sales team for current and future needs

• Provide strategic leadership by analyzing business, economic, and client trends to craft profitable short- and long-term strategies within RPS products

• Establish, monitor, and deliver financial performance including revenue and expense benchmarks

• Direct and motivate a high-performing sales force to achieve top- and bottom-line financial results, establishing sales growth and profitability targets

• Establish management routines with external brokers to ensure delivery of integrated firm offerings

• Formulate, communicate, and implement strategies, policies, and systems to minimize enterprise risk while balancing external broker needs

• Develop strategies to leverage internal RPS capabilities to drive sales

• Establish and execute appropriate financial and productivity measures and metrics

• Lead the RPS sales organization to deliver exceptional internal and external customer service while maintaining operational effectiveness

What we’re looking for

Must-haves:

• 15+ years of progressively responsible experience in the retirement plan services market

• 5+ years in senior management and strategy

• Demonstrated excellent relationship management skills with internal clients (i.e. executive management, peers, and colleagues); proven ability to develop creative and collaborative approaches to driving client-focused solutions which also benefited the company’s top and bottom lines

• Ability to create and effectively manage administrative budgets and develop business performance measures to evaluate productivity

• Demonstrated ability to manage a distribution system

• Ability to identify market segments and establish action plans for penetration

• Demonstrated experience in developing strategic initiatives and plans which have benefited a company’s top and bottom lines

• Demonstrated ability to influence at all levels of management through clear, informed and logical discussions/presentations

• Demonstrated excellent relationship management skills with internal clients (i.e. executive management, peers, and colleagues); proven ability to develop creative and collaborative approaches to driving client-focused solutions which also benefited the company’s top and bottom lines

• FINRA S6 and S63

Nice-to-haves:

• MBA or Advanced Degree

• Demonstrated P/L management experience

• FINRA S24

Application Deadline

Applications for this position will be accepted through February 13th, 2026, subject to earlier closure due to applicant volume

What’s it like to work here?

At Lincoln Financial, 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:

• 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

About The Company

Lincoln Financial (NYSE: LNC) helps people to confidently plan for their version of a successful future. We focus on identifying a clear path to financial security, with products including annuities, life insurance, group protection, and retirement plan services.

With our 120-year track record of expertise and integrity, millions of customers trust our solutions and service to help put their goals in reach.

Lincoln Financial Distributors, a broker-dealer, is the wholesale distribution organization of Lincoln Financial. Lincoln Financial is the marketing name for Lincoln Financial Corporation and its affiliates including The Lincoln National Life Insurance Company, Fort Wayne, IN, and Lincoln Life & Annuity Company of New York, Syracuse, NY. Lincoln Financial affiliates, their distributors, and their respective employees, representatives and/or insurance agents do not provide tax, accounting or legal advice.

Lincoln is committed to creating an 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.

Follow us on Facebook, X, LinkedIn, Instagram, and YouTube. For the latest company news, visit our newsroom.

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 [email protected] 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 or candidate profiles submitted through our web site or to personal e-mail accounts of employees of Lincoln Financial are considered property of Lincoln Financial and are not subject to payment of agency fees.

Lincoln Financial ("Lincoln" or "the Company") 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, age, national origin or disability. Opportunities throughout Lincoln are available to employees and 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.