Portfolio Development Consultant

Date: Feb 10, 2026

Primary Location: Fort Wayne, IN, US

Company: Lincoln Financial

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

 

Work Arrangement:

Hybrid : Employee will work 3 days a week in a Lincoln office

 

Relocation assistance:  is not available for this opportunity.

 

Requisition #: 75767

 

The Role at a Glance

As the Portfolio Development Consultant, you will consult/ analyze and provide direction on more complex projects/initiatives for your assigned areas. You will also act as a resource to applicable internal/external stakeholders as they define initiatives and/or programs based on a business strategy through research and analysis. The results and findings of this impact analysis process will be the basis for the future initiative in the respective portfolio.

What you'll be doing

•    Partners with internal stakeholders and business leaders to design more complex business solutions which result in enhanced quality and reduced cost
•    Identifies and/or validates if the proposed solution will meet the business needs
•    Provides more complex recommendations and guidance on alternative approaches and/or solutions to meet business needs
•    Collaborates effectively with management & appropriate stakeholders on issues or impacts to the business
•    Identifies departmental impacts and initiative resourcing needs
•    Delivers consistent project artifacts/templates, techniques, and adherence in support of initiatives
•    Champions and enhances organizational initiatives by positively influencing and supporting change management and/or departmental/enterprise initiatives 
•    Serves as a resource to team members and applicable internal/external stakeholders on more complex assignments/projects
•    Identifies and recommends process improvements that significantly reduce workloads or improve quality
•    Consults/Analyze on more complex assignments and/or projects

What we’re looking for

Must-haves:
·    3 – 5+ years experience in Project Management that directly aligns with the responsibilities of the role
·    4 year/Bachelors degree or equivalent work experience (4 years of experience in lieu of Bachelors)
·    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 process improvements
·    Demonstrates excellent organizational skills with the ability to prioritize workload and multi-task while maintaining strict attention to detail
·    Demonstrates strong interpersonal skills with a collaborative style

Nice-to-haves:  
•    Experience working in Agile environments
•    Working knowledge of Retirement Plan Services

Application Deadline

Applications for this position will be accepted through February 27th, 2026, 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 $72,900 - $131,600 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 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. 

 

Follow us on Facebook, X, LinkedInInstagram, and YouTube. For the latest company news, visit our newsroom

 

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.

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


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