Director, Plan Documents

Lincoln Financial

Director, Plan Documents providing leadership and managing a team in retirement plan documentation. Ensuring compliance while enhancing processes and operational effectiveness.

Posted 5/30/2026full-timeRemote • 🇺🇸 United StatesLead💰 $96,900 - $176,200 per yearWebsite

About the role

Key responsibilities & impact

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.

Requirements

What you’ll need

4 Year/Bachelor's degree or equivalent work experience (4 years of experience in lieu of Bachelor's)
7+ Years of experience in retirement plan documents, including 3+ years of managerial, supervisory, and/or demonstrated leadership experience, that aligns with the responsibilities for this position
Confident, comfortable communicator with strong written and verbal communication skills
Ability to successfully hire, retain, develop and coach staff via a culture of real-time performance feedback, with ability to build both technical and leadership skills
Strong relationship management skills with internal clients (e.g. senior management, peers and colleagues); proven ability to develop creative and collaborative approaches.
Strong project management leadership skills including, critical ability to coordinate and balance multiple projects in a time-sensitive environment, under pressure, and meeting deadlines.
Finds common ground and can gain collaboration among senior management, colleagues and peers; can influence outcomes without directing or commanding.
Ability to identify, recommend and champion process improvements.
Proficiency with Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).

Benefits

Comp & perks

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

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

retirement plan documentsproject managementprocess improvementstalent managementperformance evaluationregulatory complianceaudit activitiesoperational effectivenessteam developmentinternal controls

Soft Skills

communication skillsrelationship managementleadershipcoachingcollaborationinfluencecritical thinkingproblem-solvingtime managementfeedback