Enrollment Project Consultant

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Date: May 14, 2025

Primary Location: Fort Wayne, IN, 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 #: 74603

The Role at a Glance

We are excited to bring on an Enrollment Logistics Consultant to our Retirement Plan Services Client Engagement Team. We are looking for someone who is passionate about working in a collaborative environment to help plan sponsors and financial professionals deliver the best retirement plan experience possible. As an Enrollment Logistics Consultant, you will be an integral part of the Client Engagement Team and assist in executing on RPS’s strategic vision, deliver on the business commitments, and support retention and new business opportunities.

What you'll be doing

Responsibilities include enrollment, participant coordination activities and on-going participant experience functionalities with specific concentration on application implementation and execution across several Plan Sponsor relationships
Tests and maintains the developed SOPs and continues to identify potential areas of risk for both the enrollment and ongoing experience, developing multiple methods of contingency and/or mitigation for such risks
Serves as a key point of contact with external vendors to ensure the effectiveness of the scheduling application, performance improvement, issue mitigation, and adaptation of changing demands and environments
Analyzes scheduling application data and presents findings to key internal and external stakeholders, including senior leadership and Plan Sponsors
Identifies and recommends process improvements that significantly reduce workloads or improve quality for their assigned area(s) of responsibility
Research channel, market and industry trends, opportunities, and threats

What we’re looking for

Must-haves:

3-5+ years’ experience in reporting, analysis and/or strategy that directly aligns with the specific responsibilities for this position
Strong project management skills, including the ability to coordinate and balance multiple tasks in a time-sensitive environment, under pressure, and meeting deadlines
Strong organizational skills
Undergraduate degree or equivalent work experience (4 years of experience in lieu of Bachelors)

Nice-to-haves:

Excellent written and oral communication skills
Proven client facing presentation skills and competencies
Understanding and proficiency of Account Management related functions and competencies
Strong interpersonal skills and experience in motivating others in a team-oriented, collaborative environment
Critical thinker with an ability to analyze information and to evaluate the implications of a course of action

Application Deadline

Applications for this position will be accepted through May 26th, 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 $69,000 - $124,600 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 a diverse and 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 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 (including pregnancy), age, national origin, disability, sexual orientation, gender identity and expression, Veteran status, or genetic information. 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.

Este Empleador Participa en E-Verify. Ver el E-Verify avisos.

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