Consultant, Process Owner (RPS)

Lincoln Financial • Fort Wayne, IN

36d • Hybrid

About The Position

As a Consultant, Stable Value business owner supporting Retirement Planning Services, you will be responsible for owning the overall Stable Value process, including developing and strengthening relationships with customers, analyzing complex issues, researching trends, providing reporting, and helping to develop more complex programs and processes to close gaps and ensure growth within our Stable Value offering. You will act as a resource to internal/external stakeholders and will manage the onboarding and product change process, ensuring activities remain on target and result in a positive experience for the client.

Requirements

• 3 - 5+ Years of experience in product, operations, sales or relationship management that directly aligns with the specific responsibilities for this position
• Strong analytical, problem solving, and data interpretation skills, including the ability to evaluate trends and apply mathematical concepts.
• Excellent judgment, discretion, and organizational skills with the ability to prioritize, multitask, and manage projects in a fast paced environment.
• Effective communicator and collaborator with strong interpersonal and relationship management skills; able to influence and build consensus.
• Demonstrated ability to identify process improvements and work effectively within teams and across stak

Responsibilities

• Manages conversion process to ensure completion in an accurate and timely manner, while meeting departmental quality standards.
• Serves as a liaison between advisors, client plan sponsors, and other internal teams/stakeholders on conversion/change solutions which optimize client
• satisfaction and achieve desired business results.
• Acts as the primary point-of-contact to effectively communicate with advisors and clients throughout the conversion/change process on key steps, activities, and timings.
• Develops, maintains, & executes more complex client relationship management plans which ensure that the clients’ overall service needs are satisfied & achieve the business, profitability & retention objectives.
• Serves as a resource to internal stakeholders on more complex relationship management solutions which optimize client satisfaction & achieve desired
• business results.
• Builds, enhances & maintains relationships with existing internal/external clients.
• Reviews source documents and/or reports to ensure information is in good order to process conversions.
• Leads data collection sessions with advisors and client plan sponsors to compile and/or clarify information needed for conversions.
• Collaborates with other internal teams to ensure smooth conversion/change completion.
• Communicates with third-party trading partners as needed during conversion process.
• Builds, enhances & maintains relationships with contacts at client organizations, ensuring clients’ overall service needs are satisfied.
• Identifies & resolves more complex client issues/concerns in a timely & collaborative manner.
• Identifies clients with risk of retention & notifies management.
• May collaborate with internal stakeholders on processes/procedures, proposals and/or promotional materials.
• Maintains knowledge on current and emerging developments/trends, assesses the impact, and collaborates with management to incorporate new trends and developments in current and future solutions.
• Champions and enhances organizational initiatives by positively influencing and supporting change management and/or departmental/enterprise initiatives.
• Serves as a resource to team members and applicable internal/external stakeholders on more complex assignments/projects.
• Identifies and recommends process improvements that significantly reduce workloads or improve quality.
• Consults/Analyze on more complex assignments and/or projects.

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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed
• Number of Employees: 5,001-10,000 employees