Implementation Partner

Date: Jan 7, 2019

Location: Fort Wayne, IN, US

Company: Lincoln Financial

Alternate Locations: Fort Wayne, IN (Indiana); Rolling Meadows, IL (Illinois); Work from Home

Relocation assistance is not available for this opportunity.

Requisition #58200

About the Company

Lincoln Financial Group, a Fortune 250 company with over 10,000 employees, provides advice and solutions that help empower Americans to take charge of their financial lives with confidence. Our core business areas — Life Insurance, Annuities, Retirement Plan Services and Group Protection — focus on supporting, preserving and enhancing over 17 million customer’s lifestyles and retirement outcomes.

Headquartered in Radnor, Pennsylvania, Lincoln Financial Group is the marketing name for Lincoln National Corporation (NYSE: LNC) and its affiliates. The company had $253 billion in assets under management as of December 31, 2017.

Ranked one of the Best Large Employers in America by Forbes magazine, Lincoln Financial Group makes a serious investment in our employees’ futures through a broad range of wealth accumulation and protection plans, health and wellness programs, and career development resources designed to help each individual reach their personal and professional goals.

 

The Role

 

As the Implementation Partner, 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 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.

 

Responsibilities

 

Business Acumen

  • Maintains knowledge on current and emerging developments/trends, assess the impact, and collaborates with management to incorporate new trends and developments in current and future solutions
  • Champions and enhances organizational initiatives by positively influencing and supporting change management and/or departmental/enterprise initiatives
  • Identifies and recommends process improvements that significantly reduce workloads or improve quality
  • Remains current in profession and industry trends
  • Makes a positive contribution as demonstrated by: - Making suggestions for improvement- Learning new skills, procedures and processes

 

Project Management

  • Serves as a resource to team members and applicable internal/external stakeholders on more complex assignments/projects
  • Consults/Analyze on more complex assignments and/or projects
  • Advocates on the customers behalf influencing the direction of key projects and initiatives
  • Develops, maintains, & executes more complex client relationship mgmt plans which ensure that the clients’ overall service needs are satisfied & achieve the business, profitability & retention objectives

 

Relationship Management

  • Develops and strengthens relationships with internal/external stakeholders through both proactive and responsive customer contacts to maintain and develop preferred status
  • Serves as a resource to internal stakeholders on more complex relationship management solutions which optimize client satisfaction & achieve desired business results
  • Builds, enhances & maintains relationships with existing internal/external clients
  • Develops, executes and/or collaborates with internal partners to develop proactive, creative, & ongoing more complex client contact initiatives
  • Builds, enhances & maintains relationships with contacts at client organizations, ensuring clients’ overall service needs are satisfied
  • Identifies & resolves more complex client issues/concerns in a timely & collaborative manner
  • Identifies clients with risk of retention & notifies management
  • Develops & executes more complex plans to retain clients including assisting clients to determine which financial products and/or services best meet their needs
  • Consults with clients on the advantages & disadvantages of different financial products and/or services
  • Provides information, education, training, & consults on processes, procedures, products and/or services for his/her assigned area(s) of responsibility
  • May collaborate with internal stakeholders on processes/procedures, proposals and/or promotional material

 

Requirements

 

Education

  • Undergraduate Degree or equivalent work experience (4 years of experience in lieu of Bachelors)
  • FINRA S6 within 90 days

 

Experience

  • 3 - 5+ Years’ experience in relationship management that directly aligns with the specific responsibilities for this position
  • Strong proven experience in retirement plan record keeping preferred
  • Strong project management skills including, critical ability to coordinate and balance multiple projects in a time-sensitive environment, under pressure, and meeting deadlines Demonstrated strong relationship management skills with internal clients (e.g. management, peers and colleagues); proven ability to develop collaborative approaches
  • Demonstrates ability to identify and recommend processes improvements
  • Demonstrates excellent organizational skills with the ability to prioritize workload and multi-task while maintaining strict attention to detail
  • Ability to analyze information and to evaluate the implications of a course of action or solution
  • Ability to interpret and apply common sense understanding to carry out a variety of instructions furnished in written, oral, or diagram form
  • Ability to solve problems and deal with a variety of concrete variables in situations where only limited standardization exists
  • Define problems, collect data, establish facts and draw valid conclusions
  • Evaluate trends in data or information
  • Ability to read, analyze and interpret both internal and external documents such as general media/publications, professional journals, technical procedures, governmental regulations, policies, proposals, and standard operating procedures
  • Confident, comfortable communicator with strong written and verbal communication skills
  • Ability to perform under stress in cases of emergency, critical or hazardous situations
  • Ability to work with others in a team environment
  • Demonstrates strong interpersonal skills with a collaborative style
  • Demonstrates the ability to use sound judgment and discretion regarding confidential information
  • Finds common ground and can gain collaboration among management, colleagues and peers; can influence outcomes without directing or commanding
  • Apply concepts such as probability, statistics, modeling, percentages, ratios, and proportions to practical solutions
  • Works with mathematical concepts such as averages and/or variances

#LI-JH1

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/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, veterans 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

Job Segment: Implementation Manager, Project Manager, Change Management, Technology, Management