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Sr. Relationship Manager- Treasury

Company: Lincoln Financial Group
Location: Sacramento
Posted on: November 26, 2022

Job Description:

  • *Alternate Locations:** Work from Home
  • *Work Arrangement:** Work from Home
  • *Relocation assistance:** : is not available for this opportunity.
  • *Pay Range:** $83,500 - $179,100
  • *Bonus Potential:** 10%
  • *Requisition #:** 70200
  • *The Role at a Glance:**
    As a Sr. Consultant, Treasury, you will provide subject matter expertise and direction on complex projects/initiatives for your assigned area(s) of Treasury responsibility. In this role you will provide consultative services, cash/treasury management products, and solutions through strong relationships with commercial banks and internal customers in business areas across the enterprise. You will identify, negotiate, secure, and manage treasury services from external providers. This role will also resolve complex problems and issues.

    **What you'll be doing:**

  • Builds effective relationships with commercial banks, other treasury service providers, and internal customers.
  • Serves as subject matter expert to team members and internal stakeholders in business areas across the enterprise regarding treasury practices and services.
  • Promotes Treasury Operations services and systems to internal customers by providing professional advice and services (for improvement and cost savings).
  • Reviews and assesses client operations involving treasury services pertaining to Reinsurance, Investment and Alternative Asset Accounting, Separate Account and Registered Funds, and Cash and Liquidity management.
  • Collaborates with internal/external business partners to evaluate processes, systems, and applications.
  • Provides treasury and banking information to LFG finance and investment teams in order to support the development of industry leading products/processes.
  • Leads meetings with internal customers on a regular basis to offer improvement opportunities and provide proactive, innovative, customer-focused guidance and availability of leading edge treasury management products and solutions at competitive prices.
  • Meets simultaneous needs of different internal clients and manage complex issues and conflict with clients and vendors. Acts as liaison between Treasury Services users and internal/external providers.
  • Recommends and regularly reviews bank services, agreements/contracts, and pricing/service fees; authorizes changes to banking applications.
  • Leads or co-leads requests-for-proposal involving Treasury-related services.
  • Reviews and authorizes bank account structures and flow of funds for the effective management of cash; consults with banks to open bank accounts, lower funding costs, improve cash flow, and increase operational efficiency.
  • Leads the development, planning, and delivery of educational seminars/workshops related to treasury account services and products for Treasury staff, internal customers, and external banking partners.
  • Resolves complex problems and issues, recommends, and implements changes to yield more effective operations, and directs and/or participates in departmental or enterprise-wide projects.
  • Ensures treasury compliance with established regulatory processes and guidelines for treasury services as new products are utilized.
  • Collaborates with senior management and other stakeholders to develop policies, procedures, and operational controls and standards for new and existing treasury services.
  • Performs complex treasury activities to support cash and liquidity management and/or statutory requirements and ensure sufficient funds are available for working capital needs.
  • Prepares adhoc reports, analysis, and research as needed.
  • Carrying out duties in compliance with all state and federal regulations and guidelines. Complying with all company and site policies and procedures.
  • Remaining current in profession and industry trends.
  • Makes a positive contribution as demonstrated making suggestions for improvement continuing to learn new skills, procedures and processes
  • Performs other duties as required.
    \#LI-REMOTE

    **What we're looking for:**

    _Must-haves:_

  • 5 - 7+ Years of experience in Treasury and/or Finance that directly aligns with the specific responsibilities for this position
  • 4 Year/Bachelor's degree or equivalent work experience (4 years of experience in lieu of Bachelor's)
  • Intermediate to advanced understanding of accounting concepts, including differences/nuances of STAT vs. GAAP and how those apply to investments, reinsurance, etc.
  • Intermediate to advanced understanding of the operations and terminology pertaining to Investments and Alternative Assets, Reinsurance, Separate Accounts and Registered Funds, and Cash and Liquidity management.
  • Ability to work with others in a team environment; Finds common ground and can gain collaboration among senior/executive management, colleagues, and peers; can influence outcomes without directing or commanding.
  • Demonstrated ability to identify and recommend processes improvements.
  • Demonstrated strong relationship management skills with internal clients (e.g. senior management, peers and colleagues); proven ability to develop creative and collaborative approaches.
  • Demonstrates the ability to use sound judgment and discretion regarding confidential information.
  • Demonstrates strong project management leadership skills including, critical ability to coordinate and balance multiple projects in a time-sensitive environment, under pressure, and meeting deadlines.
  • Proficiency with Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
  • Successfully completes regulatory and job training requirements.
    _Nice-to-haves:_

    + CPA preferred

    **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

    **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.

    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. Opportunities throughout LFG are available to employees and applicants and are evaluated on the basis of job qualifications. We have a drug free work environment and we perform pre-employment substance abuse testing.

Keywords: Lincoln Financial Group, Sacramento , Sr. Relationship Manager- Treasury, Accounting, Auditing , Sacramento, California

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