Sr. Implementation Partner Consultant

Lincoln Financial • Fort Wayne, IN

4d • Remote

About The Position

We are excited to bring on a Sr. Implementation Partner Consultant to join our Retirement Plan Services organization supporting Workplace Solutions in a work from home environment.
As a Sr. Implementation Partner Consultant, you will provide a world class client experience for our largest, most complex retirement plans joining Lincoln. Your subject matter expertise and ability to successfully partner across Lincoln sales teams, advisors, and third-party administrators, along with all Lincoln internal teams, will ensure positive results for new and existing business partners. As a result, you will consult/analyze across all aspects of our retirement plans and deliver on complex assignments, projects and initiatives. You will be responsible for developing and strengthening relationships with internal and external customers, analyzing various aspects of our service offering and being an advocate on behalf of the customer for driving positive change. You will also serve as a subject matter expert and point of escalation as you mentor new and junior team members. If this sounds like a role for you, please read on!

Requirements

• 4 Year/Bachelor's degree or equivalent work experience (4 years of experience in lieu of Bachelor's).
• 5 – 7+ Years of experience in relationship management that directly aligns with the specific responsibilities for this position.
• Must obtain FINRA SIE and FINRA Series 6 license(s) within 120 days of hire.
• Demonstrated ability to express ideas clearly and concisely (both orally and in written form) through presentations.
• Demonstrated skills in the areas of organization, negotiation, persuasion, presentation, and problem solving.
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).

Nice To Haves

• Retirement plan administration/operations experience desired; Alliance product preferred.
• FINRA Series 6 license at time of hire.
• Strong relationship management skills with the proven ability to develop collaborative approaches.
• Strong project management leadership skills including the critical ability to coordinate and balance multiple projects in a time-sensitive environment, under pressure, and meeting deadlines.

Responsibilities

• You will develop and maintain a high-quality concierge service that focuses on complex implementation clients/customers and high-volume wholesalers.
• You will develop, maintain and execute the largest, most complex implementation plans, serving as a subject matter expert and point of escalation, while providing guidance to internal stakeholders on complex implementation solutions which optimize client satisfaction, retention, and achieve desired business results.
• You will collaborate with external customers and internal teams to develop strong implementation plans through proactive and reactive customer interactions. In addition, you will build, enhance and maintain relationships with contacts at client organizations, ensuring clients’ overall service requirements are satisfied.
• You will advocate on the customer’s behalf to influence the direction of key projects and initiatives. You will develop, execute and/or collaborate with internal partners to develop proactive, creative and ongoing more complex client contact initiatives. You will identify clients with risk of retention and notify management.
• You will provide information, education, training and consult on processes, procedures, products and services. You will serve as a resource to internal stakeholders on more complex implementation solutions which optimize client requirements and achieve desired business results.
• You will assure customer satisfaction through the management of quality review audits of financial and non-financial transactions analysis of error trends, and customer service issues.
• You will provide subject matter expertise to team members and applicable internal/external stakeholders on complex assignments and projects.
• You will maintain knowledge on current and emerging developments/trends, assess the impact and collaborate with management to incorporate new trends and developments in current and future solutions.
• You will champion and enhance organizational initiatives by positively influencing and supporting change management and other initiatives across the retirement plan organization. You will identify, recommend, and champion process improvements and organizational initiatives to positively influence the team and quality.

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
• Number of Employees: 5,001-10,000 employees