Director, Plan Documents

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Lincoln Financial

WebsiteLinkedInAlle Stellen

10.000+ Mitarbeiter

Gegründet 1905

💸 Finanzen

👥 HR Tech

Finance • HR Tech • Insurance

Lincoln Financial ist eine Organisation, die sich dem Schutz der Privatsphäre und Sicherheit ihrer Bewerber verpflichtet hat. Sie informiert aktiv über mögliche Rekrutierungsbetrügereien und beschreibt ihre robusten Einstellungsverfahren. Dabei wird klargestellt, dass während des Bewerbungsprozesses keine sensiblen persönlichen Informationen angefordert werden. Das Unternehmen bietet eine vielfältige Palette an Karrieremöglichkeiten in verschiedenen Bereichen wie Versicherungsmathematik, Finanzen, Recht und Kundenservice und setzt sich für die Wahrung der Chancengleichheit ein.

Beschreibung

• 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.

🎯 Anforderungen

• 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).

🏖️ Vorteile

• 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