Consultant, Executive Benefits & PPLI Product Management jobs in United States
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Lincoln Financial · 2 hours ago

Consultant, Executive Benefits & PPLI Product Management

positionHartford, CT
timeFull-time
remoteHybrid
seniorityMid Level
money$69K/yr - $125K/yr
date3+ years exp

Lincoln Financial is a company that helps people confidently plan for their financial future. The role involves managing complex investment structures in the Executive Benefits and PPLI space, leading product initiatives, and collaborating with various internal and external teams to drive process improvements.

AdviceFinanceFinancial ServicesInsurance

Responsibilities

Onboard and manage complex investments across all Executive Benefit lines of business, including PPLI
Create and maintain procedures and tools for monitoring new and ongoing client investments
Provide insights/recommendations for efficiencies and process improvements
Maintain close collaboration with internal and external stakeholders spanning legal, investments, distribution, administration, investment managers and systems
Manage and lead the process of administering allocations into and out of exempt funds
Execute on routine tasks of the role with independent thinking
Support a growing market that is expected to have evolving demands, requiring fast paced timelines
Serve as a resource to applicable internal/external stakeholders
Carry out duties in compliance with all state and federal regulations and guidelines. Complies with all company and site policies and procedures
Remain current and curious on profession and industry trends

Qualification

Financial services experienceInvestment managementAccounting/Finance knowledgeExcel skillsDetail orientationCommunication skills

Required

4 Year/Bachelor's degree in business or other related focus or equivalent work experience (required) - 4 years of experience in lieu of Bachelor's
3 - 5+ Years financial services industry experience (required)
Must be diligent, thorough with strong detail orientation
Strong communication skills – ability to interact comfortably with both internal and external business partners
Ability to assist with other team projects and assignments
Experience and familiarity with investments

Preferred

Accounting/Finance experience, degree in business, finance, accounting
Strong Excel skills

Benefits

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

Company

Lincoln Financial

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Lincoln Financial (NYSE: LNC) helps people to confidently plan for their version of a successful future.
dateFounded in 1905
location
Radnor, Pennsylvania, USA
people-size10001+ employees
web-link
https://www.lincolnfinancial.com/

Funding

Current Stage
Public Company
Total Funding
$825M
Key Investors
Bain Capital
2025-04-09Post Ipo Equity· $825M
1985-04-26IPO

Leadership Team

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Ellen Cooper
Chairman, President and Chief Executive Officer
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Christopher Neczypor
Chief Financial Officer
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Recent News

Business Wire
Lincoln Financial Serves as First-Ever Game Break Sponsor for Women’s Sports Desk on FOX Sports’ Women’s College Hoops Coverage
2025-12-18
GlobalFinTechSeries
Lincoln Financial Appoints Nilanjan (Neel) Adhya as EVP, Chief AI, Data and Analytics Officer
2025-12-05
PR Newswire
Variable life Insurance Market to Reach $67.5 billion in 2024 in the short term and $149.7 billion by 2034 Globally, at 8.1% CAGR: Allied Market Research
2025-11-25
Company data provided by crunchbase