Specialist, Stable Value Contracts

Lincoln Financial

Specialist, Stable Value Contracts applying expertise in stable value contracts administration. Collaborating with internal teams to ensure compliance and database management.

Posted 7/22/2026full-timeRemote • New York, North Carolina, Pennsylvania • 🇺🇸 United StatesJunior💰 $55,700 - $100,200 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in retirement plan operations and contract management, with strong analytical skills for data interpretation and trend evaluation. Proficient in leveraging Microsoft Office tools, particularly Excel, to support decision-making and enhance operational efficiency.

Highest-signal resume keywords

Retirement Plan Operations ExperienceAnalytical SkillsMicrosoft Excel ProficiencyContract ManagementInterpersonal Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Data InterpretationTrend EvaluationContract AnalysisProcess ImprovementProject Management

Soft Skills

Effective CommunicationCollaborationJudgment and DiscretionOrganizational SkillsRelationship Management

Tools & Technologies

Microsoft Office SuiteStable Value Database

Industry Keywords

Stable Value FundsRegulatory ComplianceContract AmendmentsState Filing RestrictionsWorkplace Solutions

About the role

Key responsibilities & impact

Serves as key accountable party for independent review and analysis of new stable value contracts and contract amendments, ensuring specified terms and delivered services are accurately captured.
Researches and responds to inquiries on new and existing contracts, making determinations and advising stakeholders on next steps.
Collaborates with Product Management to assess how new product offerings involving stable value funds will affect current and future contract documentation.
Ensures the Stable Value database is fully leveraged to support end-to-end contract lifecycle management in compliance with applicable state filing restrictions.
Partners with internal stakeholders to ensure accurate and compliant transfer of key information into the stable value database, including crediting rates and state regulatory requirements.
Adheres to all applicable statutes, regulations, and company protocols; stays current with the state filing team and applicable filing restrictions.
Resolves issues by reviewing data and engaging appropriate internal/external stakeholders to identify root causes within the process.
Provides information, education, and training on processes, procedures, products, and services within assigned area(s) of responsibility.
Performs and delivers on routine assignments and projects, applying subject matter knowledge within assigned area(s) of responsibility.
Provides input on the potential impact of proposed processes on current operational approach and compatibility with applicable systems.
Identifies and communicates process improvements to management that reduce workload or improve quality within assigned area(s) of responsibility.
Maintains awareness of current and emerging trends within assigned area(s) of responsibility, assesses their impact, and collaborates with management to incorporate relevant developments into current and future solutions.
Supports organizational initiatives by positively influencing and advancing change management efforts at the departmental and/or enterprise level.
Participates in and contributes to projects related to Stable Value or Workplace Solutions, as needed.

Requirements

What you’ll need

1 - 3 Years of experience in retirement plan operations and/or retirement plan/contract experience
Strong analytical, problem solving, and data interpretation skills, including the ability to evaluate trends and apply mathematical concepts.
Excellent judgment, discretion, and organizational skills with the ability to prioritize, multitask, and manage projects in a fast paced environment.
Effective communicator and collaborator with strong interpersonal and relationship management skills; able to influence and build consensus.
Proficiency with Excel and the rest of the Microsoft Office suite (Word, Outlook, PowerPoint), esp. handling and analyzing large datasets, use of pivot tables, and development of reports that support business decision-making.
Ability to perform under stress in cases of emergency, critical or hazardous situations.
Ability to work with others in a team environment.
Demonstrates solid relationship management skills with internal clients (e.g. management, peers and colleagues).
Demonstrates excellent organizational skills with the ability to prioritize workload and multi-task in a time-sensitive environment, while maintaining strict attention to detail and meeting deadlines.
Demonstrates strong interpersonal skills with a collaborative style.
Demonstrates the ability to use sound judgment and discretion regarding confidential information.
Finds common ground and can gain collaboration among management, colleagues and peers; can influence outcomes without directing or commanding.
Successfully completes regulatory and job training requirements.
Ability to travel up to 10% as needed.

Benefits

Comp & perks

PTO/parental leave
Competitive 401K and employee benefits
Free financial counseling, health coaching and employee assistance program
Tuition assistance program
Effective productivity/technology tools and training