VP, Conversions & Strategic Services, Retirement Plan Services

Date: Jul 8, 2024

Primary Location: Fort Wayne, IN, US

Company: Lincoln Financial

Alternate Locations: Work from Home; Atlanta, GA (Georgia); Charlotte, NC (North Carolina); Concord, NH (New Hampshire); Dover, NH (New Hampshire); Fort Wayne, IN (Indiana); Hartford, CT (Connecticut); Omaha, NE (Nebraska); Phoenix, AZ (Arizona); Radnor, PA (Pennsylvania)


Work Arrangement:

Remote : Work at home employee residing outside of a commutable distance to an office location.


Relocation assistance:  is not available for this opportunity.


Requisition #: 73315


The Role at a Glance

This position provides executive and strategic leadership to achieve key business objectives. They will lead & oversee the strategic development, planning, evaluation & execution of new business plan implementation, deconversions, payroll conversions services, business plan communications and strategic project support for Retirement Plan Services. They will also provide thought leadership and oversight to ensure that programs strategically achieve key business objects of the enterprise and/or area of responsibility.

What you'll be doing

  • Oversees/leads the strategic development & implementation of new plans, deconversions, payroll conversions services, business plan communications and strategic project support and ensures they achieve key business objectives for the enterprise and/or RPS.
  • Provides strategic direction regarding regulatory compliance changes in the retirement space, identifies the operational impact, and leads the department in developing needed mitigation plans
  • Builds, drives and ensures the quality of outstanding service to plan sponsors, intermediaries, third party administrators and internal stakeholders, resulting in client satisfaction while simultaneously promoting efficiency, quality, and client focus.
  • Utilizes highly specialized expertise in retirement plans to develop, identify and implement best practices and strategic process improvements with respect to implementation of new plans, plan maintenance, document and compliance services.
  • Leads and oversees efficient and cost effective operations by ensuring a culture of continuous operational improvements.
  • Ensures the development & maintenance of an effective org including: efficient workflow patterns; established performance standards; effective delineation of duties/responsibilities; suitable staffing levels; workforce/demand mgmt; appropriate supervision.
  • Leads or participates in industry, enterprise or cross-functional strategic projects to enhance client experience through delivery of improved functionality and/or additional service offerings.
  • Manages and is responsible for single or multiple functional area budgets, and plans, assigns, and coordinates work of the multiple functional areas.
  • Maintains knowledge on current and emerging developments/trends for the retirement space, assesses the impact, and collaborates with executive/senior management to incorporate new trends and developments in current and future strategies.
  • Leads the identification, development, and implementation of strategic process improvements that significantly reduce workloads or improve quality across the team, business unit, and/or the RPS organization

What we’re looking for


  • 4 Year/Bachelor's degree or equivalent work experience (4 years of experience in lieu of Bachelor's)
  • 12+ Years of increasing financial & operational management experience within the financial services industry including experience influencing SR Management & critical stakeholders. Including 5+ years of SR Management experience in a large complex organization including influencing Sr Management and critical stakeholder responsibility (Required)
  • At least 5+ years of retirement plan services experience


  • Operations, implementation, Client Relationship and/or Sales experience within the retirement plan services industry.
  • Series 6 or 26 license


Application Deadline

Applications for this position will be accepted through July, 31st, 2024, subject to earlier closure due to applicant volume.


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


The pay range for this position is $150,100 - $273,300 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 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 LincolnFinancial.com.


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 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 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.


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

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Nearest Major Market: Fort Wayne

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