Implementation Partner, Director

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🔥 18 hours ago

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Lincoln Financial

WebsiteLinkedInAll Job Openings

10,000+ employees

Founded 1905

💸 Finance

👥 HR Tech

Finance • HR Tech • Insurance

Lincoln Financial is an organization dedicated to protecting the privacy and security of its job applicants. It actively informs candidates about potential recruitment scams and outlines its robust hiring procedures, making clear that they do not request sensitive personal information during the application process. The company offers a diverse range of career opportunities across various fields including actuarial, finance, legal, and customer service, and is committed to maintaining equal employment opportunities.

📋 Description

• You will lead and project manage the implementation of plan onboarding activities, partnering with third-party providers to support specific client needs, primarily within the Group Plan space (e.g., PEPs and MEPs) • You will collaborate with external customers and internal teams to develop and execute effective implementation timelines through both proactive and responsive engagement • You will build, enhance, and maintain strong relationships with client contacts, ensuring overall service requirements and expectations are met • You will serve as a subject matter resource to internal stakeholders on complex implementation solutions that optimize client requirements and drive desired business outcomes • You will develop, maintain, and execute complex onboarding activities that support client service needs while contributing to business objectives, profitability, and client retention within the retirement services organization • You will identify, recommend, and champion process improvements and organizational initiatives to positively influence team performance and quality

🎯 Requirements

• 4 Year/Bachelor's degree or equivalent work experience (4 years of experience in lieu of Bachelor's) • 3 – 5+ Years of experience in implementation/relationship management and onboarding of retirement plans that directly aligns with the specific responsibilities for this position • Demonstrated ability to communicate clearly and concisely, both verbally and in writing, including through presentations • Demonstrated skills in project management, organization, negotiation, persuasion, presentation, and problem-solving • Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)

🏖️ Benefits

• 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