Lincoln Financial

Account Executive

• Support senior sales representatives by managing triage requests, assisting with renewals, coordinating with brokers and internal teams, and ensuring accurate processing from sale to issuance.
• Build and maintain broker and client relationships to support sales growth, enrollments/renewals, and increase awareness of Lincoln Financial Group’s products and services.
• Develop and execute basic sales plans, including profiling brokers/customers, identifying growth opportunities, meeting or exceeding sales goals, quotas, and reporting requirements.
• Collaborate with internal teams to improve processes, align proposals and marketing materials, and maintain accurate sales reporting.
• You will build and maintain business relationships through effective communication via email, phone, and in person with internal/external stakeholders in a customer centric and professional demeanor.

Associate Sales Rep, Group Protection

Vice President

• Set and execute the RPS training strategy aligned to business priorities, enabling growth, operational excellence, and client-centric outcomes across Field and Operations.
• Partner with RPS & WPS leadership to assess capability gaps, prioritize development needs, and align training investments to key strategic initiatives.
• Lead the design, delivery, and continuous improvement of complex RPS training programs, ensuring effectiveness, scalability, and strong organizational readiness.
• Drive execution of strategic initiatives by embedding training and change enablement approaches that accelerate adoption, performance, and measurable outcomes.
• Build and lead a high-performing training organization, including talent development, succession planning, and performance management.
• Monitor and optimize training impact through data-driven insights, while driving process improvements that enhance efficiency, reduce cost, and improve learner experience.
• Lead the development and execution of critical training plans to support onboarding of new outsourcing partners, ensuring successful outcomes for Lincoln, seamless integration with RPS teams, and a high-quality experience for customers.

AVP, Retirement Training

Director

• 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.

Director, Plan Documents

Business Operations

• Analyze and interpret complex performance data to identify trends, insights, and opportunities for improvement.
• Develop and communicate recommendations, supported by data and analysis, to management and key stakeholders.
• Identify and drive process improvement opportunities across workflows and controls, partnering with teams to enhance efficiency, capabilities, accuracy, customer experience, and overall return on investment.
• Define and document business requirements and user stories to support approved solutions and process changes.
• Partner with internal and external stakeholders to evaluate, design, and implement solutions aligned to business needs.
• Monitor and track initiative progress, ensuring measurement, accountability, and timely communication of updates across the enterprise.

Business Process Improvement Specialist

Financial Planning and Analysis

• Underwrite new commercial real estate loans and present analysis and investment recommendations to the Managing Director(s).
• Support in business development through mortgage banking relationships within assigned geographic territory.
• Draft term sheets, applications and other transaction related documents.
• Complete due diligence including review of leases, rent rolls, third party reports, estoppels, and other business-related matters.
• Draft investment committee memos and present for approval to the Head of Real Estate.
• Serve as business liaison throughout the loan closing process working collaboratively with appropriate internal/external stakeholders to effectuate a timely closing.
• Travel for due diligence and business development trips.
• Support Portfolio Management through surveillance of existing loan portfolio and assisting with special servicing requests.
• Additional investment support may include equity and credit fund investments.

Senior Analyst, Commercial Real Estate Investment Management

Consultant

• Reviewing and approving high-volume supervision items, including non-cash compensation (credit cards, check requests) and Logoed related orders
• Monitoring gift & entertainment activity for policy, strategic firm and regulatory compliance
• Conducting surveillance of email, text, and social media communications
• Responding to field inquiries and providing clear, practical supervision guidance
• Conducting annual interviews and training sessions with registered representatives
• Identifying and escalating potential risks, applying sound, business-aware judgment
• Contributing to or lead SME areas (e.g., NCC, communications, marketing, registration, complaints)
• Partnering with Compliance (2nd line) and Field Assurance (3rd line) to ensure effective oversight
• Delivering fast, accurate supervision in a high-volume environment
• Identifying risks early without slowing down business
• Building expertise in key areas and improving consistency and quality across reviews

Supervisory Principal Consultant

Account Manager

• Develop and execute strategic business plans that drive sales growth, market expansion, and retention within assigned firms.
• Build and maintain strong relationships with senior leaders and key decision makers across wire and bank channels.
• Serve as a subject matter expert on LFG products, services, and operational processes.
• Lead complex client relationship strategies that address service needs and resolve escalated issues.
• Identify at risk clients and implement retention strategies.
• Profile assigned territories to identify opportunities and cultivate new relationships.
• Participate in industry organizations and events to enhance LFG visibility.
• Collaborate with internal teams to ensure seamless processing of sold products.
• Conduct client meetings and finalist presentations.

Senior Account Manager, Relationship Management

• Lead an integrated Relationship Management + Account Management model that delivers a seamless, high-quality client experience
• Own the end-to-end client experience, integrating strategic relationship management with disciplined account management execution across Mid/Large segment
• Drive client satisfaction, retention and profitable growth through proactive engagement and execution of service model
• Identify and implement process improvements that enhance efficiency, scalability, and service quality
• Recruit, develop, and retain top talent across the organization; create a culture of accountability, collaboration, and continuous improvement
• Lead and develop Relationship Management organization to deliver high-impact client engagement, anticipating needs, addressing complex challenges, and consistently identifying opportunities to deepen partnerships and expand solutions
• Drive team performance by ensuring Account Management organization executes with consistency, responsiveness, and quality across daily service, issue resolution, and client deliverables

VP, Relationship Management

Claims Specialist

• Conduct initial and ongoing interviews with claimants
• Obtain and review medical records
• Make timely and ethical claim determinations
• Communicate with claimants, employers, and various medical professionals
• Collaborate with fellow case managers, nursing case managers, and consulting physicians
• Review complex medical records and leverage tools and resources for decision making
• Complete accurate financial calculations consistent with company and state guidelines
• Provide exceptional customer service and proactively recognize customer needs

Short Term Disability Claims Specialist

• Own operational oversight including leading the relationship with our third party back-office partner for alternative investments (LPs, private equity, hedge funds) across the product life cycle, including establishing new positions, capital calls, distributions, and period-end close support; apply knowledge of accounting and reporting for alternative investments, and manager fee terms (management/performance fees) on a STAT/GAAP basis.
• Execute and/or review reconciliations across the general ledger, subledger/data sources including capital statements and financial statements, and third-party vendor outputs; research, document, and resolve breaks and exceptions.
• Lead the manager fee lifecycle, including invoice validation, accrual support (monthly/quarterly), payment coordination, and variance explanations.
• Manage alternative investment financial statement and audited statement tracking, including follow-up on missing or late deliverables and coordination with stakeholders.
• Drive suspense and exception resolution; improve timeliness/aging through root-cause analysis, clear documentation, and follow-through.
• Collaborates across the organization with Investment Reporting, Treasury, Portfolio Management, Reinsurance, and Tax teams to ensure transactions are booked appropriately and communicated to all relevant parties.
• Oversee and own design and execution of SOX controls including those performed by third-party back-office provider
• Identify and implement process improvements (e.g., data/reporting enhancements, SOP updates, control strengthening) to improve accuracy and efficiency.

Senior Analyst, Alternative Investment Operations

• Assist in the pre-sale process, customize implementation materials and present the Lincoln Financial implementation process during finalist and capabilities presentations.
• Evaluate enrollment request for national (5000+) groups to provide guidance & develops solutions to communicate & educate employees on benefits & enrollment process.
• Support the open enrollment process with the client, working with brokers, plan administrator and internal business partners to facilitate employee enrollment and ensure the client workforce is educated on available benefits.
• Project manage the onboarding process, on behalf of new/existing clients, while directing internal resources and managing appropriate expectations with our customers.
• Work closely with account management and absence consulting to provide education, information, training and best practices on Lincoln’s products & services (including sales support tools, marketing ideas, etc.) to assigned Brokers and Plan Administrators.
• Become involved in acquisition, divestiture, new business current client and complex client projects as an assigned project manager responsible for oversight and delivery.
• Work on special projects and continuous improvement initiatives aimed at enhancing the overall customer experience while simplifying and streamlining internal processes that realize efficiency gains.

Senior Consultant, Implementation & Enrollment Manager

• Communicating with claimants, employers and various medical professionals through phone and e-mail to gather information regarding Short Term Disability Claims, Family Medical Leaves, and state benefits when applicable
• Collaborating with fellow case managers, nurse case managers and consulting physicians to make appropriate and timely claim determinations
• Reviewing complex medical records and effectively leveraging a variety of tools and resources to understand appropriate approval durations and future action planning
• Completing accurate financial calculations consistent with company and state guidelines

Integrated Absence Claims Specialist

• Maintains productive relationships with internal partners, external sales management, and customers in order to significantly capture sales and market share.
• Creates complex narratives & models to support sales concept deliverables.
• Creates, implements, and facilitates training on advanced sales concepts.
• Acts as a subject matter expert for advisors and key stakeholders to provide value-added strategies to increase client business.
• Provides training to Lincoln producers & wholesalers to promote Lincoln’s product strategy as well as the financial advantages of Lincoln products over industry competitors.
• Develops field intelligence and competitor information to product manufacturing and other LFD constituents to support complex initiatives across LFG to maintain or enhance product competitiveness.
• Compiles complex market information into strategic intelligence to drive business decisions that impact the enterprise.
• Designs and delivers strategies and programs with Marketing to provide solutions to the development of sales and marketing campaigns supporting sales concepts for all distribution channels.
• Provides strategic consultation on complex market information into strategic intelligence to drive business decisions that impact the enterprise.

Senior Consultant, Annuity Competitive Intelligence

Analyst

• This position will serve as resource for data center operations and the data center management program framework derived from the Information Technology Infrastructure Library ensuring industry best practice of Lincoln owned and leased data center facilities.
• They will ensure the proper and efficient planning for the installation of critical hardware in data centers, perform capacity planning analysis and reporting of consumption of the horizontal and vertical space; power and cooling against capacity forecasting growth to meet the organization’s changing demands and impact to budget.

Analyst, Infrastructure, Data Center

Payroll

• Lead your teams in an environment that is constantly changing due to reengineering efforts as well as strategic and organizational initiatives.
• Establish and implement individual and team priorities, performance goals and objectives to ensure completion of responsibilities on the team.
• Manage and evaluate performance and take appropriate action to meet and/or exceed performance standards.
• Provide training and development opportunities for team members, including stretch assignments, and give open and honest feedback to aid in the development of talent.
• Maintain collaborative relationships with key internal and external stakeholders.
• Serve as a resource to team members and internal/external stakeholders on complex assignments/projects.
• Review and resolve escalated issues and concerns.
• Ensure that top talent is hired and retained while building organizational capability across your teams.
• Identify and recommend process improvements that significantly reduce workloads and improve quality across the business.