Implementation Partner Consultant

Date: Jun 26, 2024

Primary Location: Fort Wayne, IN, US

Company: Lincoln Financial

Alternate Locations: Fort Wayne, IN (Indiana); US All Regions; Work from Home


Work Arrangement:

Hybrid/Flexible : Work at home and use the office as appropriate for in-person collaboration.


Relocation assistance:  is not available for this opportunity.


Requisition #: 73294


The Role at a Glance

We are excited to bring on an Implementation Partner Consultant to join our Retirement Plan Services organization supporting Workplace Solutions in a work from home environment. 


Background Details
As an Implementation Partner Consultant, you will provide a world class client experience for retirement plans joining Lincoln. Your ability to successfully partner across Lincoln sales teams, advisors, and third-party administrators, along with all Lincoln internal teams will ensure positive results for new and existing business partners. As a result, you will consult/analyze across all aspects of our retirement plans and deliver on complex assignments/projects. You will be responsible for developing and strengthening relationships with internal and external customers, analyzing various aspects of our service offering and being an advocate on behalf of the customer for driving positive change. If this sounds like a role for you, please read on!

What you'll be doing

  • You will develop, maintain and execute complex implementation plans which ensure that the clients’ overall service needs are satisfied and achieve the business, profitability and retention objectives.
  • You will collaborate with external customers and internal teams to develop strong implementation plans through proactive and reactive customer interactions. In addition, you will build, enhance and maintain relationships with contacts at client organizations, ensuring clients’ overall service requirements are satisfied. 
  • You will advocate on the customer’s behalf to influence the direction of key projects and initiatives. You will develop, execute and/or collaborate with internal partners to develop proactive, creative and ongoing more complex client contact initiatives. You will identify clients with risk of retention and notify management.
  • You will provide information, education, training and consult on processes, procedures, products and services. You will serve as a resource to internal stakeholders on more complex implementation solutions which optimize client requirements and achieve desired business results. 
  • You will maintain knowledge on current and emerging developments/trends, assess the impact and collaborate with management to incorporate new trends and developments in current and future solutions. 
  • You will champion and enhance organizational initiatives by positively influencing and supporting change management and other initiatives across the retirement plan organization. You will identify, recommend, and champion process improvements and organizational initiatives to positively influence the team and quality. 

What we’re looking for

Must-have experience (Required):

  • 4 Year/Bachelor's degree or equivalent work experience (4 years of experience in lieu of Bachelor's). 
  • 3 – 5+ Years of experience in relationship management that directly aligns with the specific responsibilities for this position. 
  • Demonstrated ability to express ideas clearly and concisely (both orally and in written form) through presentations.
  • Demonstrated skills in the areas of organization, negotiation, persuasion, presentation, and problem solving. 
  • Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).


Nice-to have Experience (Preferred):  

  • Retirement plan administration/operations experience desired; Alliance product preferred.
  • FINRA Series 6 license. 
  • Strong analytical and problem-solving skills.
  • Ability to be consultative with internal/external stakeholders of all levels. 
  • Demonstrated strong relationship management skills; proven ability to develop collaborative approaches. 
  • Project management experience. 


Travel Requirements

  • Up to 20% 


What’s it like to work here?

At Lincoln Financial Group, 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 Lincoln leadership Attribute.

  • 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

  • A leadership team that prioritizes your health and well-being; offering a remote work environment and flexible work hybrid situations

  • Effective productivity/technology tools and training


Pay Range: $67,000 - $120,700 


Actual base pay could vary 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 Group helps people to plan, protect and retire with confidence. As of Dec. 31, 2023, approximately 17 million customers trust our guidance and solutions across four core businesses – annuities, life insurance, group protection and retirement plan services. As of December 31, 2023, the company had $295 billion in end-of-period account balances, net of reinsurance. Headquartered in Radnor, Pa., Lincoln Financial Group is the marketing name for Lincoln National Corporation (NYSE: LNC) and its affiliates. Learn more at


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. 


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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 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 Group are considered property of Lincoln Financial Group and are not subject to payment of agency fees.


Lincoln Financial Group (“LFG”) 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.


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Nearest Major Market: Fort Wayne

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