VP, LFN Distribution Transformation

Date: Dec 27, 2018

Location: Philadelphia, PA, US

Company: Lincoln Financial

Alternate Locations: Philadelphia, PA (Pennsylvania)

Relocation assistance will be considered/provided for this opportunity within our company guidelines.

Requisition #57687

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 VP of LFN Transformation provides direction and thought leadership on all strategic projects that support Lincoln Financial Network’s (LFN) technology platform and offerings for advisors and clients.   S/he will ensure the delivery of technology projects related to the business’ strategic initiatives that enhance LFN’s ability to serve clients and increase advisor and staff productivity through digital offerings.  In addition, s/he will drive change while ensuring alignment with LFN’s broader business and financial objectives.

 

DUTIES AND RESPONSIBILITIES

  • Maintains knowledge on current and emerging developments/trends for assigned area(s) of responsibility, 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 organization for assigned area(s) of responsibility.
  • Leads and enhances organizational initiatives by positively influencing and supporting change management and/or departmental/enterprise initiatives within assigned area(s) of responsibility.
  • Provides training and development opportunities, including stretch assignments, for team members and gives honest and open feedback to aid in the development of talent.
  • Leads, establishes and implements priorities, performance goals and objectives to achieve key business results for his/her assigned area(s) of responsibility.
  • Guides and evaluates departmental performance and takes appropriate action to meet and/or exceed performance standards for assigned area(s) of responsibility.
  • Provides thought leadership and functional expertise to internal/external stakeholders for his/her assigned area(s) of responsibility.
  • Contributes to business unit/operational and enterprise strategy creation for his/her assigned area(s) of responsibility.
  • Ensures that top talent is hired and retained for his/her assigned area(s) of responsibility.
  • Builds organizational capability within his/her assigned area(s) of responsibility.
  • Leads/executes approved strategy for his/her assigned area(s) of responsibility.
  • Develops a strategic vision for overall project leadership and delivery of LFN’s technology solutions.
  • Oversees LFN’s integrated technology solutions projects while simultaneously ensuring that the operating platform(s) provides the desired business value and results.
  • Leads the development of LFN’s integrated technology strategic vision and operating platform which encompasses technology strategies and architecture and supports multiple distribution channels and meets customers’ needs.
  • Ensures the appropriate prioritization of technology needs across the line of business while simultaneously determining technological “needs vs. wants”, budget considerations, and timetable requirements.
  • Provides thought leadership, strategic consulting, and analytic perspective to senior management and key business stakeholders on operational and project management strategies and risks.
  • Oversees and drives transformational change leading to executable strategic and tactical plans which meet strategic, simplification and operational objectives for LFN.
  • Leads the Advisors solicitation process to ensure Advisor needs are understood, listened to, and incorporated into the integrated technology platform/tools.
  • Oversees the management of all relevant agency and vendor relationships including vendor due diligence, vendor selection, implementation(s) and applicable licensure compliance.
  • Establishes metrics and performance monitoring systems to provide senior management with quantifiable gauges of the delivery of business results and impact of strategic plans and tactical initiatives.
  • Develops and executes appropriate data governance for platform and financial data.
  • Ensures information being fed into the enterprise’s systems is accurate and in compliance with management guidelines and applicable regulatory agencies (SEC, FINRA).

     

    ADDITIONAL POSITION RESPONSIBILITIES

  • Carries out duties in compliance with all state and federal regulations and guidelines.  Complies with all company and site policies and procedures.
  • Remains current in profession and industry trends.
  • Makes a positive contribution as demonstrated by:  - Making suggestions for improvement - Learning new skills, procedures and processes
  • Performs other duties as required.

     

    EDUCATION AND EXPERIENCE

  • 4 Year/Bachelor's degree or equivalent work experience (4 years of experience in lieu of Bachelor's) (Minimum Required)
  • 12+ Years change management and project management leadership experience. (Required)

     

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: Philadelphia

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