Lincoln Financial

Actuary

• Build trusted partnerships between MRG and first-line model owners/operators
• Develop clear, representative test plans for model reviews
• Analyze models relative to stated objectives for reliability, accuracy, transparency, and efficiency
• Partner with Business Units across LFG to support R&D projects
• Prioritize and communicate questions openly
• Summarize findings to management coherently with emphasis on balancing feasible deadlines and incremental progress

Actuarial Analyst II, Corporate Risk

Data Engineer

• Partner with stakeholders to understand data & analytics needs
• Translate business requests into technical requirements
• Upskill team members with emerging technology tools
• Design solutions to enhance reporting and analytic capabilities
• Centralize and standardize data from various sources
• Demonstrate new capabilities of the solution with proof-of-concept builds
• Leverage modern data science techniques to improve accuracy and efficiency of models
• Develop automated solutions to streamline processes
• Help transition manual deliverables to automated reports
• Increase transparency, efficiency, and governance of processes
• Maintain robust process and production documentation
• Document changes and follow change management procedures

Senior Analyst, Actuarial Data Engineer

Actuarial Data Engineer, Analyst

Consultant

• Develop and implement more complex Excel-based testing models for Variable, Fixed, Indexed, Immediate and Deferred Income Annuities to ensure the accuracy of our illustration system(s), including but not limited to: adding new products to existing spreadsheet models, creating new spreadsheets for new products, and updating existing spreadsheets for product changes.
• Analyze and prepare spreadsheets for the Illustration and technical system(s) with each release to verify product accuracy.
• Lead in debugging the Illustration and technical system and determine the sources of differences from the benchmark tool.
• Add new products and update existing products as needed in the NY Reg 60 spreadsheet.
• Respond to queries from distribution regarding product illustrations and projections.
• Clarify product design and calculations using benchmark test tools.
• Serve as a resource for ad hoc annuity product pricing and risk analysis assignments as needed.
• Perform and deliver on routine assignments/projects while simultaneously leveraging and applying knowledge of your assigned area(s) of responsibility.
• Maintain knowledge on current and emerging developments/trends for your assigned area(s) of responsibility, assess the impact, and collaborate with management to incorporate new trends and developments in current and future solutions.
• Promote and enhance organizational initiatives by positively influencing and supporting change management and/or departmental/enterprise initiatives within your assigned area(s) of responsibility.

Excel/VBA Modeling Consultant

Marketing

• Partner with internal stakeholders to understand business goals and objectives to effectively align marketing strategy, positioning, and approach
• Effectively manage and ensure the timely creation and execution of marketing deliverables and campaigns in collaboration with internal resources such as editorial, design, legal, compliance, and campaign management
• Create or assist in the creation of marketing materials such as brochures, websites, e-mails, social posts, newsletters, webinars, and other promotional materials
• Develop, implement, and analyze new digital marketing content, lead and demand generation and nurturing marketing campaigns
• Identifies and recommends process improvements that significantly reduce workloads or improve quality for assigned area(s)
• Maintains knowledge on current and emerging developments/trends, assesses the impact, and collaborates with management to incorporate new trends and developments in current and future solutions
• Analyze performance metrics to track and assess the effectiveness of marketing plans and identify opportunities for improvement
• Collaborate with internal stakeholders including campaign managers and strategic business partners to understand how our inbound marketing activity turns into customers, and continually refine our process to convert customers and retain clients

Marketing Consultant

• Maintaining knowledge on current and emerging developments/trends, assessing the impact, and collaborating with management to incorporate new trends and developments in current and future solutions.
• Championing and enhancing organizational initiatives by positively influencing and supporting change management and/or departmental/enterprise initiatives.
• Serving as a resource to team members and applicable internal/external stakeholders on more complex assignments/projects.
• Identifying and recommending process improvements that significantly reduce workloads or improve quality.
• Consulting/analyzing on more complex assignments and/or projects.
• Supporting the development and execution of more complex media plans across all channels, ensuring alignment with business objectives and campaign KPIs.
• Building and maintaining dashboards and analytical reports that assess media performance. Translating data into clear, actionable insights and compelling stories for internal stakeholders, including senior leadership.
• Partnering with various internal stakeholders including creative, social strategy, consumer insights, web, privacy, and IT teams to ensure media plans are integrated and compliant.
• Collaborating with external media agencies and technology partners to implement, track, and optimize media campaigns.
• Integrating more complex data into meaningful narratives that highlight campaign successes, opportunities, and recommendations for improvement.
• Monitoring campaign performance, identifying trends, and proactively recommending optimizations to improve ROI and effectiveness.
• Supporting privacy and data governance initiatives, ensuring all media measurement activities adhere to regulatory and company standards.

Media & Measurement Consultant

Sales

• Gather, evaluate and assess information to complete request for proposals (RFPs), potential clients and sold cases partnering directly with your Sales Rep, Underwriter, and broker
• Influence market growth with RFP accuracy and exceptional sold case submissions by being knowledgeable and thorough with daily activities
• Coordinate and perform pre and post sale activities in partnership with marketing, underwriting, IT, billing, compliance and legal
• Support benefit fair activities, including creating benefit summaries and plan grids tailored to clients specific plan and design rates
• Build trusting relationships with our internal and external partners to maintain a valuable marketplace presence and uphold our commitment to the customer
• Identify, recommend and champions process improvements and organizational initiatives to positively influence the team and quality

Sales Assistant – Group Protection

Account Manager

• Execute on Relationship Manager requests received via the IRM mailbox
• Manage the internal RFP rebid process as assigned
• Utilize internal systems and departmental collaboration to generate reports and other documents
• Develop and present formatted and adhoc reports to internal and external audience requiring a high degree of accuracy and understanding. i.e., plan benchmarking, plan activities, plan intelligence documents, etc.
• Develop, present, and document key findings that can drive process, team performance, and/or customer service improvements to senior audiences
• Partner with RM leadership on strategic initiatives as necessary
• Research channel, market and industry trends, opportunities, and threats

Internal Relationship Manager

Financial Planning and Analysis

• Serving as a strategic legal advisor by providing expert counsel on the review, negotiation, and documentation of complex commercial mortgage loan originations and servicing matters.
• Collaborating with the business team to assess and mitigate credit and operational risks while reviewing, coordinating, and executing commercial mortgage loan workouts, modifications, and foreclosure strategies in compliance with investor and regulatory standards.
• Delivering legal expertise in real estate related matters, ensuring transactions align with organizational objectives and legal requirements.
• Providing legal support in the review, negotiation, and documentation of the leasing activities for all business line units nationally.
• Acting as a trusted advisor to the Mortgage and Real Estate Team, influencing strategic decisions and fostering collaborative partnerships across the enterprise.
• Monitoring and interpreting regulatory developments under state insurance law and other investment compliance frameworks, advising on implications for investment strategies.
• Managing and directing outside counsel on complex legal matters, ensuring cost-effective and high-quality outcomes.
• Staying ahead of market trends in commercial mortgage lending and real estate; evaluating emerging developments and collaborating with senior leadership to integrate innovative solutions into business practices.
• Championing organizational initiatives by leading change management efforts and supporting enterprise-wide projects that enhance operational efficiency and legal compliance.
• Driving process improvement by identifying and implementing enhancements that elevate quality and effectiveness across teams and business units.

AVP, Senior Counsel – Investments

Security Engineer

• Responsible for technical aspects of vulnerability management processes, including network and host scanning, vulnerability escalation and reporting
• Technical lead for prioritizing, communicating, and partnering with other teams to manage risk
• Manage Lincoln application security testing infrastructure health and availability
• Collaborate with other Lincoln security teams as needed for configuration best-practice, platform integration and upgrades
• Identifies systems misconfigurations and serves as a resource to others to correct the configurations
• Maintains availability of security technologies, including but not limited to vulnerability scanners, application security testing platform, especially system health, upgrades, logs, and policies
• Partners with project teams ensuring control techniques are incorporated into the overall security model regarding operating systems, applications, database management and network management
• Provide clear and concise documentation of technical solutions and communicate plans to management and customers
• Assess and assists in the development of security requirements and evaluate security services and technologies
• Create scripts and/or other techniques to automate and speed up tasks
• Researches, evaluates, and recommends new or improved information security software and tools

Senior Analyst, Cyber Security Engineering

• Support Life Experience Studies data needs, including collaboration with IT, Valuation, and other teams as necessary
• Support development of Policyholder Behavior, Mortality, and/or Morbidity experience assumptions as needed
• Collaborate on the enhancement of our controls process for various data flows
• Collaborate with teammates to share knowledge, institute best practices, and develop shared insights.
• Document methodologies, automate recurring processes, and improve workflow efficiency
• Collaborate with business partners to ensure data integrity

Associate Actuary, Life Experience Management

Analyst

• Design, build and maintain robust data pipelines to support business intelligence and analytics.
• Optimize and manage data storage in Aurora PostgreSQL and Amazon Redshift, ensuring data integrity and performance.
• Integrate structured and unstructured data from various internal and external sources.
• Ensure data security, governance, and compliance best practices.
• Collaborate with data scientists, analysts, and business stakeholders to deliver high-quality datasets.
• Develop ETL workflows using AWS Glue, Lambda, custom Python, PySpark and SQL based scripts.
• Monitor and troubleshoot data workflows.
• Participate in data architecture discussions and help shape data infrastructure strategy on AWS.

Senior Analyst, Application Development

Operations

• Maintains knowledge on current and emerging developments/trends for assigned area(s) of responsibility, assesses the impact, and collaborates with management to incorporate new trends and developments in current and future solutions.
• Promote and enhance organizational initiatives by positively influencing and supporting change management and/or departmental/enterprise initiatives within assigned area(s) of responsibility.
• Perform and deliver on routine assignments/projects while simultaneously leveraging and applying knowledge of their assigned area(s) of responsibility.
• Identify and communicate to management process improvements that reduce workloads or improve quality for their assigned area(s) of responsibility.
• Analyze routine reporting, business processes, procedures, & distribution methods to refine data & improve reporting to meet business needs & end-user requirements while implementing sustainable reporting solutions to improve scalability for growth.
• Compile and prepare standard reporting for their assigned areas of responsibility.
• Respond to ad-hoc reporting requests and supports self-service initiatives.
• Ensure integrity of data for completeness, accuracy and compliance with accepted policies and pre-established data definitions.
• Develop queries and executable programs to build routine and increasingly advanced extracts & reports.
• Troubleshoots reporting problems and identify solutions and/or provides further insight to internal stakeholder and/or management as needed.
• Build, enhance, and maintain relationships with internal stakeholders for their assigned areas of responsibility.
• Participate in the full operational report development lifecycle: prioritization, solution planning, proof of concept/prototype design, development, testing, migration & production support utilizing reporting applications.
• Document and validate technical designs including logical data frameworks used and detailed reporting specifications consistent with report requirements.
• Serve as a resource to team members on standard assignments and projects.

Operations Data Analysis Specialist

Attorney

• Research federal and state laws and regulations and rules of industry self-regulatory organizations to determine applicability and risk to operational aspects of the company and its products and services.
• Research laws and regulations applicable to insurance companies, broker-dealers, investment advisers and mutual funds.
• Consult with various business groups and/or project teams.
• Consult with internal associates and clients regarding legal and compliance matters.
• Assist with investigating and resolving legal and compliance issues.
• Review upcoming and enacted legislation that could affect the company’s various businesses.
• Perform research projects affecting all areas of the business.
• Prepare legal memoranda.
• Perform compliance related functions.

Legal Intern

Customer Success Manager

• Manage and deliver on low complexity API integrations and ensures that the internal/external clients' overall service needs are satisfied and achieve the business and profitability objectives.
• Review clients' plan designs and documents to determine tasks needed for successful API integrations.
• Act as a liaison between internal resources and third-party vendors to ensure all stakeholders understand optimal setup to successfully integrate customers' platforms with Lincoln's systems.
• Administer data collection sessions with third party vendors to compile all API integration requirements, details, and intricacies.
• Collaborate with internal resources to test and validate technical designs & capabilities intended to improve API solutions.
• Offer support and collaboration during planning meetings, assists with case positioning & proposals, and supports the preparation for finalist sales presentations.
• Leverage and apply foundational knowledge of API integrations and data mapping processes to effectively communicate with technical teams and troubleshoot integration issues.