Lincoln Financial · 14 hours ago
Manager, Retirement Operations
Fort Wayne, IN
Full-time
Hybrid
Mid, Senior Level
$73K/yr - $132K/yr
5+ years expLincoln Financial is a company that helps people confidently plan for their financial future. They are seeking a Manager, Retirement Operations to provide leadership and development to a team of retirement plan processors, overseeing complex data and financial transactions while ensuring adherence to policies and procedures.
AdviceFinanceFinancial ServicesInsurance
Responsibilities
You will lead a dynamic team in an environment that is constantly changing. You will provide training and development opportunities, including stretch assignments, for team members and give honest and open feedback to aid in the development of talent for both internal and flex trained staff. You will direct and evaluate individual/team performance and take appropriate action to meet and/or exceed performance standards. You will also establish and implement priorities, performance goals and objects to ensure group results
You will direct and provide hands-on leadership on the processing and administration of complex data and financial transactions, ensuring accurate completion in a timely and efficient manner. You will monitor quality assurance checks and audits on financial processing transactions. You will provide guidance to team members on complex data and financial processing, while reviewing and resolving complex escalated issues. You will also analyze productivity metrics and provide complex and comprehensive analysis regarding financial processing and service performance to leadership
You will oversee financial processing volumes and short- and long-term staffing requirements. You will build organizational capability and ensuring top talent is hired and retained. You will design and implement team training plans based on assessment of team needs, ensuring team members are appropriately trained and cross trained to process and respond to customer questions, concerns and/or requests
You will build relationships with internal stakeholders to effectively understand and anticipate projects, products or regulatory changes which may impact processes and procedures
You will identify and direct the implementation of process improvement that significantly reduce workloads or improve quality across the department
Qualification
Required
5+ years in Client Customer Support and Operations that directly aligns with the specific responsibilities for this position, including 2+ years of managerial, supervisory, and/or demonstrated leadership experience
Adaptable and able to manage multiple competing priorities in a fast paced, team oriented environment
Operations experience – overseeing multiple skills, disciplines and functions
Confident, comfortable communicator with strong written and verbal communication skills as well as the ability to influence at all levels of leadership
Strong interpersonal and relationship management skills with a creative, collaborative style
4 year/Bachelor's degree or equivalent work experience (4 years of experience in lieu of Bachelor's)
Travel: Up to 25%
Preferred
Retirement Operations leadership experience, ideally within a complex services capacity
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