Lincoln Financial

Account Manager

• Serving as a strategic partner to our retirement plan clients
• Leading a robust and experienced internal service team
• Capitalizing on your industry knowledge to provide thoughtful and proactive plan reviews, education strategies, and guidance on plan design
• Using your organizational and leadership skills to navigate through successful issue resolution
• Strategically presenting new products and services, as appropriate

Relationship Manager – Mid/Large Market

Director

• You will maintain knowledge on current and emerging developments/trends to assess the impact and collaborate with management to incorporate new trends and developments in current and future solutions
• You will direct and enhance organizational initiatives by positively influencing and supporting change management and/or departmental/enterprise initiatives
• You will identify and direct the implementation of process improvements that significantly reduce workloads or improve quality across the department
• You will provide subject matter expertise to team members and internal/external stakeholders on complex assignments/projects
• You will establish and implement priorities, performance goals and objectives to ensure group results
• You will direct and provide leadership to continually improve the capability and results
• You will direct all EDI, API and Electric File Exchange processing and administration ensuring the service delivery is accurate, timely and meets all internal service levels
• You will collaborate with Leadership on the development of all service levels
• In addition, you will collaborate with internal stakeholders to facilitate and ensure an understanding of the key service differentiators between Lincoln and its competitors
• You will perform root cause analysis of escalated issues to proactively prevent issues/concerns going forward
• In addition, you will provide EDI, API and Electronic File Exchange subject matter expertise and guidance to team members on complex escalated inquiries and/or concerns
• You will review and resolve complex EDI, API and Electronic File Exchange escalated issues and concerns

Director, EDI Management – API Integrations

Learning and Development

• Sets and executes the Learning & Development strategy, incorporating emerging trends and partnering with senior leadership to drive enterprise initiatives, change management, and continuous capability building.
• Leads the design and delivery of comprehensive training programs, ensuring alignment to business priorities, organizational readiness, and measurable improvements in performance, productivity, and quality.
• Establishes and drives performance outcomes, setting priorities, goals, and KPIs while monitoring results and taking action to meet or exceed business objectives.
• Builds and leads a high-performing team, including talent acquisition, development, coaching, and succession planning to strengthen organizational capability.
• Partners with business leaders and stakeholders to assess learning needs, provide strategic guidance, and ensure effective application of training to on-the-job performance.
• Drives operational excellence and innovation, including strategic process improvements, evaluation of training effectiveness, and optimization of resources (including budget oversight) to enhance impact and efficiency.

AVP, Claims Learning & Development

Vice President

• Lead and mentor a high performing, tenured team of Relationship Managers
• Ensure that top talent is hired and retained
• Direct, establish and implement priorities, performance goals and objectives to ensure departmental results
• Direct and evaluate departmental performance and take appropriate action to meet and/or exceed performance standards
• Provides strategic leadership and direction to continually improve the capability and results, including strategically developing, maintaining, and executing complex and robust client relationship management programs/plans ensuring internal/external clients' overall service needs are satisfied & achieve the business, retention and profitability objectives

AVP, RPS Relationship Management

Bilingual

• Conduct in-person and/or virtual meetings with Plan Sponsor/Participants to achieve assigned goals and metrics
• Meet or exceed established goals by increasing retirement plan participation, deferral rates, and average account balance leading to better participant outcomes and increased revenue & market share with assigned Plan Sponsor/Participant book of business
• Develop a comprehensive understanding of existing/targeted Plan Sponsor/Participants including targeted market segments, how they operate, and/or value proposition
• Support Relationship Management with retention efforts and look for opportunities to promote other Lincoln services and cross partner with appropriate internal stakeholders
• Drive asset retention by identifying rollover and distribution opportunities and delivering IRA solutions that retain assets with Lincoln while supporting participants' long-term retirement goals

Bilingual Retirement Consultant

Accounting Manager

• Consulting on complex technical accounting matters, ensuring proper application of accounting standards, & working with internal and external (e.g. auditors) stakeholders to address & enforce policy compliance.
• Maintaining accounting policies for assigned area(s) of responsibility.
• Providing subject matter expertise on technical accounting policy and compliance issues.
• Providing upfront assistance in deal structuring in order to achieve the desired accounting treatment.
• Maintaining knowledge on current and emerging accounting standards, assessing the impact, and collaborating with management to ensure proper application of accounting standards.
• Preparing and reviewing accounting policies for complex accounting transactions and ensuring compliance with accepted accounting policies and principles.
• Overseeing and reviewing new disclosures (e.g. 10K and 10Q). Ensuring accuracy and completeness of financial statement footnotes.
• Identifying complex accounting issues/concerns and recommending mitigation solutions to management.
• Communicating new and emerging technical accounting policy developments for both US GAAP and Statutory accounting to managers and executives throughout Lincoln.
• Identifying and resolving complex issues with internal and/or external auditors in a collaborative manner.

Senior Consultant, Accounting Policy

• Performing reinsurance accounting activities, including preparing, classifying, recording, maintaining, and reconciling General Ledger accounts, sub-ledgers, and subsystems in compliance with accepted accounting policies and principles.
• Preparing financial footnote information for SEC, GAAP, and statutory reporting.
• Communicating to management on recognized trends of issues/concerns.
• Communicating with third party reinsurers on identified discrepancies and resolving in a collaborative and timely fashion.
• Promoting and enhancing organizational initiatives by positively influencing and supporting change management and/or departmental/enterprise initiatives.
• Conducting and/or participating in accounting projects.
• Providing accurate and timely reinsurance treaty administration which includes cash settlements and analyzing and validating data.
• Conducting quality assurance checks on journal entries and posting to General Ledger accounts.
• Determining classifications and recording financial transactions by applying accounting technique, standard practices, and accepted accounting policies and principles.
• Researching and providing accounting impacts on new and existing reinsurance structures/transactions.
• Ensuring the integrity of accounting records for completeness, accuracy, and compliance with accepted accounting policies and principles, internal controls, and SOX.
• Identifying and communicating to management process improvements that reduce workloads or improve quality.
• Identifying, researching, and resolving discrepancies or out of balance situations amongst assigned General Ledger accounts.
• Maintaining knowledge on current and emerging developments/trends, assessing the impact, and collaborating with management to incorporate new trends and developments in current and future solutions.
• Performing and delivering on routine assignments/projects while simultaneously leveraging and applying knowledge of his/her assigned area(s) of responsibility.
• Carrying out duties in compliance with all state and federal regulations and guidelines. Complying with all company and site policies and procedures.
• Making a positive contribution as demonstrated by making suggestions for improvement and continuing to learn new skills, procedures, and processes.
• Performing other duties as required.

Reinsurance Accounting Specialist

Account Executive

• Support senior sales representatives by managing triage requests, assisting with renewals, coordinating with brokers and internal teams, and ensuring accurate processing from sale to issuance.
• Build and maintain broker and client relationships to support sales growth, enrollments/renewals, and increase awareness of Lincoln Financial Group’s products and services.
• Develop and execute basic sales plans, including profiling brokers/customers, identifying growth opportunities, meeting or exceeding sales goals, quotas, and reporting requirements.
• Collaborate with internal teams to improve processes, align proposals and marketing materials, and maintain accurate sales reporting.
• You will build and maintain business relationships through effective communication via email, phone, and in person with internal/external stakeholders in a customer centric and professional demeanor.

Associate Sales Rep, Group Protection

• Set and execute the RPS training strategy aligned to business priorities, enabling growth, operational excellence, and client-centric outcomes across Field and Operations.
• Partner with RPS & WPS leadership to assess capability gaps, prioritize development needs, and align training investments to key strategic initiatives.
• Lead the design, delivery, and continuous improvement of complex RPS training programs, ensuring effectiveness, scalability, and strong organizational readiness.
• Drive execution of strategic initiatives by embedding training and change enablement approaches that accelerate adoption, performance, and measurable outcomes.
• Build and lead a high-performing training organization, including talent development, succession planning, and performance management.
• Monitor and optimize training impact through data-driven insights, while driving process improvements that enhance efficiency, reduce cost, and improve learner experience.
• Lead the development and execution of critical training plans to support onboarding of new outsourcing partners, ensuring successful outcomes for Lincoln, seamless integration with RPS teams, and a high-quality experience for customers.

AVP, Retirement Training

• You will lead and develop a high-performing team by setting priorities, establishing performance goals, and evaluating individual and team results to meet or exceed expectations.
• You will build organizational capability through strong talent management practices, including hiring, coaching, development opportunities, and candid feedback.
• You will provide strategic leadership to drive continuous improvement in team performance, operational effectiveness, and overall results.
• You will serve as a subject matter expert, guiding team members and stakeholders on complex plan document assignments, regulatory requirements, and compliance considerations.
• You will oversee the handling of complex customer and internal inquiries, ensuring alignment with plan provisions, regulatory guidelines, and service standards.
• You will lead and govern audit activities for plan documents and amendments, ensuring accuracy, consistency, and compliance with regulatory and internal standards.
• You will partner with senior leadership and cross-functional stakeholders to communicate insights, address complex issues (including plan terminations), and drive consistent compliance practices.
• You will direct and contribute to complex initiatives and projects, while managing training strategy and evaluating effectiveness to support ongoing team development and operational goals.
• You will direct the development and implementation of process improvements that enhance quality, strengthen internal controls, and reduce operational risk and workload.

Director, Plan Documents

Business Operations

• Analyze and interpret complex performance data to identify trends, insights, and opportunities for improvement.
• Develop and communicate recommendations, supported by data and analysis, to management and key stakeholders.
• Identify and drive process improvement opportunities across workflows and controls, partnering with teams to enhance efficiency, capabilities, accuracy, customer experience, and overall return on investment.
• Define and document business requirements and user stories to support approved solutions and process changes.
• Partner with internal and external stakeholders to evaluate, design, and implement solutions aligned to business needs.
• Monitor and track initiative progress, ensuring measurement, accountability, and timely communication of updates across the enterprise.

Business Process Improvement Specialist

Financial Planning and Analysis

• Underwrite new commercial real estate loans and present analysis and investment recommendations to the Managing Director(s).
• Support in business development through mortgage banking relationships within assigned geographic territory.
• Draft term sheets, applications and other transaction related documents.
• Complete due diligence including review of leases, rent rolls, third party reports, estoppels, and other business-related matters.
• Draft investment committee memos and present for approval to the Head of Real Estate.
• Serve as business liaison throughout the loan closing process working collaboratively with appropriate internal/external stakeholders to effectuate a timely closing.
• Travel for due diligence and business development trips.
• Support Portfolio Management through surveillance of existing loan portfolio and assisting with special servicing requests.
• Additional investment support may include equity and credit fund investments.

Senior Analyst, Commercial Real Estate Investment Management

Consultant

• Reviewing and approving high-volume supervision items, including non-cash compensation (credit cards, check requests) and Logoed related orders
• Monitoring gift & entertainment activity for policy, strategic firm and regulatory compliance
• Conducting surveillance of email, text, and social media communications
• Responding to field inquiries and providing clear, practical supervision guidance
• Conducting annual interviews and training sessions with registered representatives
• Identifying and escalating potential risks, applying sound, business-aware judgment
• Contributing to or lead SME areas (e.g., NCC, communications, marketing, registration, complaints)
• Partnering with Compliance (2nd line) and Field Assurance (3rd line) to ensure effective oversight
• Delivering fast, accurate supervision in a high-volume environment
• Identifying risks early without slowing down business
• Building expertise in key areas and improving consistency and quality across reviews

Supervisory Principal Consultant

• Develop and execute strategic business plans that drive sales growth, market expansion, and retention within assigned firms.
• Build and maintain strong relationships with senior leaders and key decision makers across wire and bank channels.
• Serve as a subject matter expert on LFG products, services, and operational processes.
• Lead complex client relationship strategies that address service needs and resolve escalated issues.
• Identify at risk clients and implement retention strategies.
• Profile assigned territories to identify opportunities and cultivate new relationships.
• Participate in industry organizations and events to enhance LFG visibility.
• Collaborate with internal teams to ensure seamless processing of sold products.
• Conduct client meetings and finalist presentations.

Senior Account Manager, Relationship Management

• Lead an integrated Relationship Management + Account Management model that delivers a seamless, high-quality client experience
• Own the end-to-end client experience, integrating strategic relationship management with disciplined account management execution across Mid/Large segment
• Drive client satisfaction, retention and profitable growth through proactive engagement and execution of service model
• Identify and implement process improvements that enhance efficiency, scalability, and service quality
• Recruit, develop, and retain top talent across the organization; create a culture of accountability, collaboration, and continuous improvement
• Lead and develop Relationship Management organization to deliver high-impact client engagement, anticipating needs, addressing complex challenges, and consistently identifying opportunities to deepen partnerships and expand solutions
• Drive team performance by ensuring Account Management organization executes with consistency, responsiveness, and quality across daily service, issue resolution, and client deliverables