Consultant, Executive Benefits & PPLI Product Management

Lincoln Financial Group•Hartford, CT

51d•$69,000 - $124,600•Hybrid

About The Position

Join our Executive Benefits team and 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.

Requirements

4 Year/Bachelor's degree in business or other related focus or equivalent work experience (required) - 4 years of experience in lieu of Bachelor's
3 - 5+ Years financial services industry experience (required)
Must be diligent, thorough with strong detail orientation
Strong communication skills - ability to interact comfortably with both internal and external business partners
Ability to assist with other team projects and assignments
Experience and familiarity with investments

Nice To Haves

Accounting/Finance experience, degree in business, finance, accounting
Strong Excel skills

Responsibilities

Onboard and manage complex investments across all Executive Benefit lines of business, including PPLI
Create and maintain procedures and tools for monitoring new and ongoing client investments
Provide insights/recommendations for efficiencies and process improvements
Maintain close collaboration with internal and external stakeholders spanning legal, investments, distribution, administration, investment managers and systems.
Manage and lead the process of administering allocations into and out of exempt funds
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
Serve as a resource to applicable internal/external stakeholders.
Carry out duties in compliance with all state and federal regulations and guidelines. Complies with all company and site policies and procedures.
Remain current and curious on profession and industry trends.

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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