Lincoln Financial · 1 day ago
Sr. Implementation Partner Consultant
United States
Full-time
Remote
Senior Level
$97K/yr - $176K/yr
5+ years expLincoln Financial is a company that helps people confidently plan for their financial future. They are seeking a Sr. Implementation Partner Consultant to provide a world-class client experience for complex retirement plans, ensuring positive results for business partners through collaboration and expertise.
AdviceFinanceFinancial ServicesInsurance
Responsibilities
You will develop and maintain a high-quality concierge service that focuses on complex implementation clients/customers and high-volume wholesalers
You will develop, maintain and execute the largest, most complex implementation plans, serving as a subject matter expert and point of escalation, while providing guidance to internal stakeholders on complex implementation solutions which optimize client satisfaction, retention, and achieve desired business results
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 assure customer satisfaction through the management of quality review audits of financial and non-financial transactions analysis of error trends, and customer service issues
You will provide subject matter expertise to team members and applicable internal/external stakeholders on complex assignments and projects
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)
5 – 7+ Years of experience in relationship management that directly aligns with the specific responsibilities for this position
Must obtain FINRA SIE and FINRA Series 6 license(s) within 120 days of hire
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 time of hire
Strong relationship management skills with the proven ability to develop collaborative approaches
Strong project management leadership skills including the critical ability to coordinate and balance multiple projects in a time-sensitive environment, under pressure, and meeting deadlines
Benefits
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