Lincoln Financial

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.

AVP, Retirement Training

Director, Plan Documents

Business Process Improvement Specialist