Business Process Implementation Consultant
About The Position
We are excited to bring on an Business Process Implementation Consultant to support the Executive Benefits team within the Retail Solutions organization. This will be a hybrid role; we are open to candidates in the following key city locations: Charlotte (NC), Fort Wayne (IN), Greensboro (NC), Hartford (CT), Omaha (NE), or Radnor (PA). As the Business Process Implementation Consultant on the Executive Benefits team, you will play a key role in managing complex investment structures and driving process improvements across multiple lines of business in the Executive Benefits and PPLI space. In this role, you will have the opportunity to lead, execute and manage product initiatives relating to complex investments, develop tools and procedures to streamline processes, collaborate with a broad range of internal and external teams and identify efficiencies to support evolving business and market demands. If this sounds like a role for you, please read on!What you'll be doing 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.
Requirements
- 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.
Nice To Haves
- Accounting/Finance experience; degree in business, finance or accounting
- Strong Excel skills
Responsibilities
- 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.
- develop, update, and execute on procedural and tracking documentation while partnering with internal and external stakeholders to ensure accuracy.
- maintain tools and processes for monitoring new and ongoing client allocations to sophisticated alternate investments.
- 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.
- perform root cause analysis to troubleshoot and identify issues and gaps to develop sustainable, long-term solutions for our customers and team.
- 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.
- identify, recommend, and champion process improvements and organizational initiatives that significantly reduce workloads, improve quality and/or positively influence the customer experience.
- carry out duties in compliance with all state and federal regulations and guidelines.
- comply with all company and site policies and procedures.
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
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Number of Employees
5,001-10,000 employees
