Lincoln Financial · 6 hours ago
Implementation Partner Consultant
United States
Full-time
Remote
Mid, Senior Level
$73K/yr - $132K/yr
3+ years expLincoln Financial is a company that helps people confidently plan for their financial future. They are seeking an Implementation Partner Consultant to provide a world-class client experience for retirement plans and to collaborate with various stakeholders to ensure positive outcomes for clients.
AdviceFinanceFinancial ServicesInsurance
Responsibilities
You will develop, maintain and execute complex implementation plans which ensure that the clients’ overall service needs are satisfied and achieve the business, profitability and retention objectives
You will collaborate with external customers and internal teams to develop strong implementation plans through proactive and reactive customer interactions. In addition, you will build, enhance and maintain relationships with contacts at client organizations, ensuring clients’ overall service requirements are satisfied
You will advocate on the customer’s behalf to influence the direction of key projects and initiatives. You will develop, execute and/or collaborate with internal partners to develop proactive, creative and ongoing more complex client contact initiatives. You will identify clients with risk of retention and notify management
You will provide information, education, training and consult on processes, procedures, products and services. You will serve as a resource to internal stakeholders on more complex implementation solutions which optimize client requirements and achieve desired business results
You will maintain knowledge on current and emerging developments/trends, assess the impact and collaborate with management to incorporate new trends and developments in current and future solutions
You will champion and enhance organizational initiatives by positively influencing and supporting change management and other initiatives across the retirement plan organization. You will identify, recommend, and champion process improvements and organizational initiatives to positively influence the team and quality
Qualification
Required
4 Year/Bachelor's degree or equivalent work experience (4 years of experience in lieu of Bachelor's)
3 – 5+ Years of experience in relationship management that directly aligns with the specific responsibilities for this position
Demonstrated ability to express ideas clearly and concisely (both orally and in written form) through presentations
Demonstrated skills in the areas of organization, negotiation, persuasion, presentation, and problem solving
Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)
Preferred
Retirement plan administration/operations experience desired; Alliance product preferred
FINRA Series 6 license at the time of hire
Strong analytical and problem-solving skills
Ability to be consultative with internal/external stakeholders of all levels
Demonstrated strong relationship management skills; proven ability to develop collaborative approaches
Project management experience
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
Lincoln Financial (NYSE: LNC) helps people to confidently plan for their version of a successful future.
10001+ employees
Funding
Current Stage
Public CompanyTotal Funding
$825MKey Investors
Bain Capital
2025-04-09Post Ipo Equity· $825M
1985-04-26IPO
Leadership Team
Ellen Cooper
Chairman, President and Chief Executive Officer
Christopher Neczypor
Chief Financial Officer
Recent News
GlobalFinTechSeries
2025-12-05
Company data provided by crunchbase