VP, Participant Engagement

Emploi pas sur LinkedIn

🕒 il y a 1 mois

🌾 Nebraska, North Carolina, +1 états de plus – Distant

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

💵 $161 000 - $292 800 / an

⏰ Temps Plein

🔴 Expert

👔 Vice-président

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Lincoln Financial

Site WebLinkedInTous les Emplois

10 000+ employés

Fondée en 1905

💼 Conseil

⚖️ Juridique

💸 Finance

Consulting • Legal • Finance

Lincoln Financial est une organisation dédiée à la protection de la vie privée et de la sécurité de ses candidats. Elle informe activement les candidats sur les éventuelles arnaques de recrutement et décrit ses procédures de recrutement rigoureuses, tout en précisant qu'elle ne demande pas d'informations personnelles sensibles pendant le processus de candidature. L'entreprise offre un éventail diversifié d'opportunités de carrière dans divers domaines tels que l'actuariat, la finance, le juridique et le service client, et s'engage à maintenir l'égalité des chances en matière d'emploi.

Description

• 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

🎯 Exigences

• 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%

🏖️ Avantages

• 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