AVP, Workplace AI Strategy

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Date: Jul 11, 2025

Primary Location: Charlotte, NC, US

Company: Lincoln Financial

Alternate Locations: Charlotte, NC (North Carolina); Fort Wayne, IN (Indiana); Omaha, NE (Nebraska); Radnor, PA (Pennsylvania)

Work Arrangement:

Hybrid Preferred : Preferred employee will work 3 days a week in a Lincoln office

Relocation assistance: is not available for this opportunity.

Requisition #: 74828

The Role at a Glance

As the AVP, Workplace AI Strategy, you will provide leadership, direction & functional expertise on complex AI strategy for our Group Benefits and Retirement business lines (Workplace Solutions). You will develop and execute insurance products AI governance initiatives, managing RFP AI Questions, and serving as an AI expert when clients have questions around our use of Artificial Intelligence, Machine Learning and Gen AI. You will combine your deep knowledge of insurance products with expertise in AI risk management, regulatory compliance, and exceptional client service skills.

What you'll be doing

• Acts as a subject matter expert regarding AI use cases in production and able to speak to all components with high level knowledge and authority
• Maintains ethical AI use, data privacy, and continuous upskilling within the team, cultivating a culture of innovation and adaptability
• Demonstrates deep knowledge of AI models (OpenAI, Anthropic, Google Gemini, etc.) being leveraged by vendors and partner solutions groups and understanding of competitive landscape of AI model usage across industry segment
• Maintains accountability for owning the deliverable and driving to resolution; leverages expertise while engaging with internal stakeholders across the enterprise to develop the correct responses for specific customer inquiries
• Serves as a primary point of contact for clients on AI Governance matters related to Workplace Solutions
• Participate in client calls, presentations, and meetings to explain insurance products, address AI governance questions, and support ongoing partnership development
• Provide subject matter expert guidance on compliance, risk management, and the responsible use of AI in the administration
• Demonstrates strategic vision by aligning AI initiatives with business objectives, ensuring compliance with regulatory requirements, and fostering cross-functional collaboration between business and IT teams to maximize operational efficiency

What we’re looking for

Must-haves:
· 10+ years’ experience in Workplace Solutions in Innovation, Strategy or Transformation that align with the responsibilities for this position
· Strong working knowledge of AI
· 4 Year/Bachelor's degree or equivalent work experience (4 years of experience in lieu of Bachelor's)
· Strong presentation skills with demonstrated ability to influence at all levels of management through clear, informed and logical discussions/presentations
· Ability to think critically, analyze information and to evaluate the implications of a course of action or solution
· Demonstrated strong relationship management skills with both external clients and internal clients (e.g. senior management, peers and colleagues); proven ability to develop creative and collaborative approaches

Nice-to-haves:
· 2+ years' experience developing AI Strategy
· Strong working knowledge of both Group Benefits and Retirement Plan business lines
· Ability to solve problems and deal with a variety of concrete variables in situations where only limited standardization exists
· Demonstrates strong project management leadership skills including, critical ability to coordinate and balance multiple projects in a time-sensitive environment, under pressure, and meeting deadlines

Application Deadline

Applications for this position will be accepted through August 8th, 2025, subject to earlier closure due to applicant volume

What’s it like to work here?

At Lincoln Financial, we love what we do. We make meaningful contributions each and every day to empower our customers to take charge of their lives. Working alongside dedicated and talented colleagues, we build fulfilling careers and stronger communities through a company that values our unique perspectives, insights and contributions and invests in programs that empower each of us to take charge of our own future.

What’s in it for you:

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

The pay range for this position is $125,800 - $229,100 with anticipated pay for new hires between the minimum and midpoint of the range and could vary above and below the listed range as permitted by applicable law. Pay is based on non-discriminatory factors including but not limited to work experience, education, location, licensure requirements, proficiency and qualifications required for the role. The base pay is just one component of Lincoln’s total rewards package for employees. In addition, the role may be eligible for the Annual Incentive Program, which is discretionary and based on the performance of the company, business unit and individual. Other rewards may include long-term incentives, sales incentives and Lincoln’s standard benefits package.

About The Company

Lincoln Financial (NYSE: LNC) helps people to confidently plan for their version of a successful future. We focus on identifying a clear path to financial security, with products including annuities, life insurance, group protection, and retirement plan services.

With our 120-year track record of expertise and integrity, millions of customers trust our solutions and service to help put their goals in reach.

Lincoln Financial Distributors, a broker-dealer, is the wholesale distribution organization of Lincoln Financial. Lincoln Financial is the marketing name for Lincoln Financial Corporation and its affiliates including The Lincoln National Life Insurance Company, Fort Wayne, IN, and Lincoln Life & Annuity Company of New York, Syracuse, NY. Lincoln Financial affiliates, their distributors, and their respective employees, representatives and/or insurance agents do not provide tax, accounting or legal advice.

Lincoln is committed to creating an inclusive environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.

Be Aware of Fraudulent Recruiting Activities

If you are interested in a career at Lincoln, we encourage you to review our current openings and apply on our website. Lincoln values the privacy and security of every applicant and urges all applicants to diligently protect their sensitive personal information from scams targeting job seekers. These scams can take many forms including fake employment applications, bogus interviews and falsified offer letters.

Lincoln will not ask applicants to provide their social security numbers, date of birth, bank account information or other sensitive information in job applications. Additionally, our recruiters do not communicate with applicants through free e-mail accounts (Gmail, Yahoo, Hotmail) or conduct interviews utilizing video chat rooms. We will never ask applicants to provide payment during the hiring process or extend an offer without conducting a phone, live video or in-person interview. Please contact Lincoln's fraud team at fraudhotline@lfg.com if you encounter a recruiter or see a job opportunity that seems suspicious.

Additional Information

This position may be subject to Lincoln’s Political Contribution Policy. An offer of employment may be contingent upon disclosing to Lincoln the details of certain political contributions. Lincoln may decline to extend an offer or terminate employment for this role if it determines political contributions made could have an adverse impact on Lincoln’s current or future business interests, misrepresentations were made, or for failure to fully disclose applicable political contributions and or fundraising activities.

Any unsolicited resumes or candidate profiles submitted through our web site or to personal e-mail accounts of employees of Lincoln Financial are considered property of Lincoln Financial and are not subject to payment of agency fees.

Lincoln Financial ("Lincoln" or "the Company") is an Equal Opportunity employer and, as such, is committed in policy and practice to recruit, hire, compensate, train and promote, in all job classifications, without regard to race, color, religion, sex, age, national origin or disability. Opportunities throughout Lincoln are available to employees and applicants are evaluated on the basis of job qualifications. If you are a person with a disability that impedes your ability to express your interest for a position through our online application process, or require TTY/TDD assistance, contact us by calling 260-455-2558.

This Employer Participates in E-Verify. See the E-Verify notices.

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Nearest Major Market: Charlotte
Job Segment: Compliance, Risk Management, Pre-Sales, RFP, Legal, Finance, Sales, Strategy

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