Director, Plan Documents

Lincoln Financial•Fort Wayne, IN

1d•$96,900 - $176,200•Remote

About The Position

We are excited to bring on a Director, Plan Documents to join the Retirement business in a work from home environment. As the Director, Plan Documents, you will provide strategic leadership and direction for an experienced and highly specialized team of plan document professionals, responsible for overseeing complex plan document consulting across both new business implementations and ongoing plan maintenance for employer-sponsored retirement plans. You will lead the team in delivering high-quality, compliant plan documents and amendments, ensuring appropriate audit and governance processes are in place. This role plays a critical partnership function across Retirement Plan Services, collaborating with internal stakeholders to navigate complex requirements, drive consistency, and deliver tailored solutions that support both client and business outcomes. In addition, you will focus on building organizational capability—developing talent, enhancing processes, and driving operational effectiveness—while maintaining a strong emphasis on quality, compliance, and an exceptional service experience.

Requirements

4 Year/Bachelor's degree or equivalent work experience (4 years of experience in lieu of Bachelor's)
7+ Years of experience in retirement plan documents, including 3+ years of managerial, supervisory, and/or demonstrated leadership experience, that aligns with the responsibilities for this position
Confident, comfortable communicator with strong written and verbal communication skills
Ability to successfully hire, retain, develop and coach staff via a culture of real-time performance feedback, with ability to build both technical and leadership skills
Strong relationship management skills with internal clients (e.g. senior management, peers and colleagues); proven ability to develop creative and collaborative approaches.
Strong project management leadership skills including, critical ability to coordinate and balance multiple projects in a time-sensitive environment, under pressure, and meeting deadlines.
Finds common ground and can gain collaboration among senior management, colleagues and peers; can influence outcomes without directing or commanding.
Ability to identify, recommend and champion process improvements.
Proficiency with Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).

Nice To Haves

Retirement Plan Document experience and knowledge
Professional certifications in retirement plan administration (e.g., ASPPA QKA, TGPC, APA) strongly preferred
Experience overseeing vendor relationships and third-party service providers
Experience with or exposure to AI-enabled tools, with a demonstrated interest in applying emerging technologies to drive efficiency, quality, and innovation, while ensuring responsible and compliant use in a regulated environment

Responsibilities

Lead and develop a high-performing team by setting priorities, establishing performance goals, and evaluating individual and team results to meet or exceed expectations.
Build organizational capability through strong talent management practices, including hiring, coaching, development opportunities, and candid feedback.
Provide strategic leadership to drive continuous improvement in team performance, operational effectiveness, and overall results.
Serve as a subject matter expert, guiding team members and stakeholders on complex plan document assignments, regulatory requirements, and compliance considerations.
Oversee the handling of complex customer and internal inquiries, ensuring alignment with plan provisions, regulatory guidelines, and service standards.
Lead and govern audit activities for plan documents and amendments, ensuring accuracy, consistency, and compliance with regulatory and internal standards.
Partner with senior leadership and cross-functional stakeholders to communicate insights, address complex issues (including plan terminations), and drive consistent compliance practices.
Direct and contribute to complex initiatives and projects, while managing training strategy and evaluating effectiveness to support ongoing team development and operational goals.
Direct the development and implementation of process improvements that enhance quality, strengthen internal controls, and reduce operational risk and workload.