Implementation Partner, Director

Lincoln Financial•Fort Wayne, IN

1d•$72,900 - $131,600•Remote

About The Position

We are excited to bring on an Implementation Partner to join our Retirement Plan Services organization supporting Workplace Solutions in a work from home environment. As an Implementation Partner, you will play a key role in the successful onboarding and setup of retirement plans within the Director product. In this client-facing role, you will consult, analyze, and deliver on implementation assignments while partnering closely with customers, internal teams, and external stakeholders. You will act as a central liaison throughout the onboarding process—guiding clients through plan setup, translating complex plan requirements, and ensuring a smooth and efficient implementation experience. This position requires strong project management skills, attention to detail, and the ability to advocate on behalf of the customer to drive successful outcomes. If you are energized by collaboration, problem-solving, and delivering a high-quality client experience, please read on!

Requirements

4 Year/Bachelor's degree or equivalent work experience (4 years of experience in lieu of Bachelor's).
3 – 5+ Years of experience in implementation/relationship management and onboarding of retirement plans that directly aligns with the specific responsibilities for this position.
Demonstrated ability to communicate clearly and concisely, both verbally and in writing, including through presentations.
Demonstrated skills in project management, organization, negotiation, persuasion, presentation, and problem-solving.
Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).

Nice To Haves

Strong analytical and problem-solving skills.
Ability to operate in a consultative manner with internal and external stakeholders at all levels.
Demonstrated strong relationship management skills and a proven ability to develop collaborative approaches.
Strong project management experience.

Responsibilities

Lead and project manage the implementation of plan onboarding activities, partnering with third-party providers to support specific client needs, primarily within the Group Plan space (e.g., PEPs and MEPs).
Collaborate with external customers and internal teams to develop and execute effective implementation timelines through both proactive and responsive engagement.
Build, enhance, and maintain strong relationships with client contacts, ensuring overall service requirements and expectations are met.
Serve as a subject matter resource to internal stakeholders on complex implementation solutions that optimize client requirements and drive desired business outcomes.
Develop, maintain, and execute complex onboarding activities that support client service needs while contributing to business objectives, profitability, and client retention within the retirement services organization.
Identify, recommend, and champion process improvements and organizational initiatives to positively influence team performance and quality.