We help people confidently plan for their version of a successful financial future.
Implementation Partner, Director
Location
United States
Posted
17 days ago
Salary
$72.9K - $131.6K / year
Seniority
Lead
Job Description
Implementation Partner, Director
Lincoln Financial
• You will 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) • You will collaborate with external customers and internal teams to develop and execute effective implementation timelines through both proactive and responsive engagement • You will build, enhance, and maintain strong relationships with client contacts, ensuring overall service requirements and expectations are met • You will serve as a subject matter resource to internal stakeholders on complex implementation solutions that optimize client requirements and drive desired business outcomes • You will 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 • You will identify, recommend, and champion process improvements and organizational initiatives to positively influence team performance and quality
Job 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)
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
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