Sr. Alternatives Client Onboarding and Implementation Manager

Lincoln Financial Group-posted 8 months ago
$93,300 - $169,700/Yr
Mid Level
Remote • Radnor, PA
Securities, Commodity Contracts, and Other Financial Investments and Related Activities
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The Sr. Alternatives Client Onboarding and Implementation Manager will provide subject matter expertise and direction to develop and implement complex 3rd-party digital platform technology/digital projects/initiatives in support of Lincoln's open and closed end fund investment products. They will develop and maintain relationships with Custodians and 3rd party digital platform technology/digital solutions and provide ongoing support of our open and closed end fund investment management. They will also lead internal enterprise resources in the execution of project deliverables and on-going support of Lincoln investment product portfolio goals.

  • Leads the development and execution of complex third-party technology/digital initiatives to facilitate growth, supports overall product strategies while developing roadmaps to viable solutions.
  • Builds and maintains strong business relationships with partners to meet or exceed established sales goals or objectives.
  • Cultivates, directs, and maintains client relationships within assigned area(s).
  • As the subject matter expert, provides information, education, training, and advice on company's products and services to assigned clients.
  • Conducts site visits to clients to build relationships and increase awareness.
  • Collaborates with internal stakeholders to ensure the proper processing of all sold products from time of sale to issuance.
  • Identifies and communicates relevant consumer insights, competitive intelligence, and analytical findings to team and business stakeholders in a manner which supports adoption of executable new business opportunities into appropriate lines of business.
  • Profiles area of responsibility to identify those who would be interested in LFG offerings and build relationships with them.
  • 5-7+ Years experience in Financial Services or Business Analysis, Project Management and/or Business Consulting in Financial Services directly aligned to the specific responsibilities for this role
  • Bachelor's degree or equivalent work experience
  • Effective verbal and written communication skills
  • Analytical skills
  • Strong attention to detail
  • Ability to identify and recommend process improvements.
  • Clearly defined career tracks and job levels, along with associated behaviors for each Lincoln leadership Attribute.
  • 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
  • A leadership team that prioritizes your health and well-being; offering a remote work environment and flexible work hybrid situations
  • Effective productivity/technology tools and training
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