Director, Plan Documents

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Lincoln Financial

SiteLinkedInTodas as Vagas

10.000+ funcionários

Fundada em 1905

💸 Finanças

👥 RH Tech

Finance • HR Tech • Insurance

A Lincoln Financial é uma organização dedicada a proteger a privacidade e segurança de seus candidatos a emprego. Ela informa ativamente os candidatos sobre possíveis golpes de recrutamento e descreve seus procedimentos de contratação robustos, deixando claro que não solicita informações pessoais sensíveis durante o processo de aplicação. A empresa oferece uma gama diversificada de oportunidades de carreira em vários campos, incluindo atuária, finanças, jurídico e atendimento ao cliente, e está comprometida em manter igualdade de oportunidades de emprego.

Descrição

• You will lead and develop a high-performing team by setting priorities, establishing performance goals, and evaluating individual and team results to meet or exceed expectations. • You will build organizational capability through strong talent management practices, including hiring, coaching, development opportunities, and candid feedback. • You will provide strategic leadership to drive continuous improvement in team performance, operational effectiveness, and overall results. • You will serve as a subject matter expert, guiding team members and stakeholders on complex plan document assignments, regulatory requirements, and compliance considerations. • You will oversee the handling of complex customer and internal inquiries, ensuring alignment with plan provisions, regulatory guidelines, and service standards. • You will lead and govern audit activities for plan documents and amendments, ensuring accuracy, consistency, and compliance with regulatory and internal standards. • You will partner with senior leadership and cross-functional stakeholders to communicate insights, address complex issues (including plan terminations), and drive consistent compliance practices. • You will direct and contribute to complex initiatives and projects, while managing training strategy and evaluating effectiveness to support ongoing team development and operational goals. • You will direct the development and implementation of process improvements that enhance quality, strengthen internal controls, and reduce operational risk and workload.

🎯 Requisitos

• 4 Year/Bachelor's degree or equivalent work experience (4 years of experience in lieu of Bachelor's) • 7+ Years of experience in retirement plan documents, including 3+ years of managerial, supervisory, and/or demonstrated leadership experience, that aligns with the responsibilities for this position • Confident, comfortable communicator with strong written and verbal communication skills • 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 • Strong relationship management skills with internal clients (e.g. senior management, peers and colleagues); proven ability to develop creative and collaborative approaches. • Strong project management leadership 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 senior management, colleagues and peers; can influence outcomes without directing or commanding. • Ability to identify, recommend and champion process improvements. • Proficiency with Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).

🏖️ Benefícios

• 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