Lincoln Financial · 12 hours ago
Business Process Implementation Consultant
Hartford, CT
Full-time
Hybrid
Mid Level
$69K/yr - $125K/yr
3+ years expLincoln Financial is a company that helps individuals plan for financial security through various products and services. They are seeking a Business Process Implementation Consultant to manage complex investment structures and drive process improvements across multiple lines of business in the Executive Benefits and PPLI space.
AdviceFinanceFinancial ServicesInsurance
Responsibilities
You will demonstrate strong diligence in managing competing priorities, coordinating with multiple stakeholders, while consistently meeting tight deadlines to deliver high-quality results aligned with client expectations
You will develop, update, and execute on procedural and tracking documentation while partnering with internal and external stakeholders to ensure accuracy
You will maintain tools and processes for monitoring new and ongoing client allocations to sophisticated alternate investments
You will build and maintain strong business relationships with internal and external stakeholders, serving as a subject matter expert and resource, through concise, effective and consistent communication maintaining a professional demeanor
You will perform root cause analysis to troubleshoot and identify issues and gaps to develop sustainable, long-term solutions for our customers and team
You will execute on routine tasks of the role with independent thinking
You will support a growing market that is expected to have evolving demands, requiring fast paced timelines
You will identify, recommend, and champion process improvements and organizational initiatives that significantly reduce workloads, improve quality and/or positively influence the customer experience
You will carry out duties in compliance with all state and federal regulations and guidelines. You will comply with all company and site policies and procedures
Qualification
Required
4 Year/Bachelor's degree in business or related field or equivalent work experience (4 years of experience in lieu of Bachelor's)
3 - 5+ Years of experience in the financial services industry that directly aligns with the specific responsibilities of this position
Must be diligent, thorough, with a strong attention to detail
Strong communication skills with the ability to interact comfortably with internal and external business partners
Strong project management skills including the critical ability to coordinate and balance multiple projects in a time-sensitive environment, under pressure, and meeting deadlines
Ability to assist with team projects and assignments
Experience and familiarity with investments
Preferred
Accounting/Finance experience; degree in business, finance or 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
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