VP, Participant Engagement

Job not on LinkedIn

🔥 57 minutes ago

🌾 Nebraska, North Carolina, +1 more states – Remote

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

💵 $161k - $292.8k / year

⏰ Full Time

🔴 Lead

👔 Vice President

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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

• 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

🎯 Requirements

• 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%

🏖️ 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