VP, Participant Engagement

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🕒 Junho 29

🌾 Nebraska, North Carolina, +1 estados a mais – Remoto

🌾 Nebraska – Remote 🌲 North Carolina – Remote 🔔 Pennsylvania – Remote

💵 $161.000 - $292.800 / ano

⏰ Tempo Integral

🔴 Especialista

👔 Vice-presidente

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Lincoln Financial

SiteLinkedInTodas as Vagas

10.000+ funcionários

Fundada em 1905

💼 Consultoria

⚖️ Jurídico

💸 Finanças

Consulting • Legal • Finance

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

• Sets the strategic vision and operating model for the Retirement Consultant organization to deliver personalized, scalable engagement that improves participant outcomes • Advances education related to retirement readiness and financial decision-making that translates into action, improving savings rates, financial literacy, asset consolidation, and retirement preparedness • Drives asset retention and expansion, including IRA rollovers, plan roll-ins, and account consolidation, building a strategy to expand scope of team to support selling retail retirement income solutions (i.e, annuities) and adoption of voluntary benefits • Deploys data, AI, and digital tools (e.g., next-best action, personalization, workflow automation) to scale reach, effectiveness, and efficiency • Lead and develop a national retirement consultant team with strong capabilities in participant education, engagement, and retirement-related conversations. Leverage data to share strategic recommendations and future engagement strategies • Partners across product and distribution to increase adoption of retirement plan features, managed accounts, financial wellness programs, and retail retirement income solutions • Acts as a thought leader on participant behavior, engagement strategies, and retirement trends to inform business and product direction

🎯 Requisitos

• 12+ Years experience in retirement plan services that directly relates to the responsibilities • 5 years of managerial, supervisory, and/or demonstrated leadership experience including influencing senior management • Proven success leading and scaling participant engagement or client-facing models • Deep expertise in defined contribution plans, participant education, and retirement income concepts • Demonstrated ability to drive asset growth (rollovers, retention, consolidation) • Experience leveraging AI, automation, and digital tools to enhance engagement and scale • Strong executive presence and ability to influence cross-functional stakeholders • FINRA SIE, S6, S63 within 90 days of hire (pre-registration preferred) • Life & Health within 90 days of hire (pre-licensed preferred) • Ability to travel 30%

🏖️ 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