Lincoln Financial

Senior Consultant, Portfolio Management

Lincoln Financial

full-time

Posted on:

Location Type: Remote

Location: Remote • Pennsylvania • 🇺🇸 United States

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Salary

💰 $93,300 - $169,700 per year

Job Level

Senior

Tech Stack

VBA

About the role

  • Support Technology Enhancements
  • Guide prioritization of tool and system enhancements aligned with quarterly OKRs and long-term goals
  • Partner with Product Owners to ensure consistent prioritization across domains
  • Evaluate enhancement requests and define high-level business requirements
  • Optimize resource allocation by challenging low-value work
  • Collaborate with cross-functional teams to ensure operational readiness and successful adoption
  • Advance Long-Term Roadmap
  • Lead development of strategic business requirements for scalable, future-focused initiatives
  • Represent Pricing & Underwriting in major cross-functional efforts
  • Gather and synthesize input to recommend solutions aligned with enterprise goals
  • Drive Process Improvement
  • Identify and prioritize opportunities to streamline business processes
  • Engage stakeholders to ensure focus on high-impact improvements
  • Facilitate change adoption and maintain transparent communication
  • Partner on post-launch optimization to enhance efficiency and value delivery
  • Promote a Strong, Inclusive Culture
  • Champion a values-driven environment focused on trust, development, and engagement
  • Lead change with purpose and model ethical leadership
  • Build trust through impactful contributions and inclusive collaboration

Requirements

  • 5-7 years of experience in Business Process Improvement including project management experience and/or work experience which directly relates to the responsibilities of the position
  • Proficiency in Underwriting systems, tools, and processes (Quest and UWWB platforms)
  • Strong working knowledge of Microsoft Excel, VBA coding is a plus.
  • Experience or understanding of the Agile IT development methodology.
  • 4 Year/Bachelor's degree or equivalent work experience (4 years of experience in lieu of Bachelor's) (Minimum Required)
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

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
Business Process ImprovementProject ManagementVBA CodingAgile IT Development Methodology
Soft skills
CollaborationChange ManagementCommunicationLeadershipStakeholder EngagementTrust BuildingInclusivity
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