We help people confidently plan for their version of a successful financial future.
VP, Participant Engagement
Location
Nebraska + 2 moreAll locations: Nebraska | North Carolina | Pennsylvania
Posted
6 days ago
Salary
$161K - $292.8K / year
Seniority
Lead
Job Description
VP, Participant Engagement
Lincoln Financial
• Sets the strategic vision and operating model for the Retirement Consultant organization to deliver personalized, scalable engagement that improves participant outcomes • Advances education related to retirement readiness and financial decision-making that translates into action, improving savings rates, financial literacy, asset consolidation, and retirement preparedness • Drives asset retention and expansion, including IRA rollovers, plan roll-ins, and account consolidation, building a strategy to expand scope of team to support selling retail retirement income solutions (i.e, annuities) and adoption of voluntary benefits • Deploys data, AI, and digital tools (e.g., next-best action, personalization, workflow automation) to scale reach, effectiveness, and efficiency • Lead and develop a national retirement consultant team with strong capabilities in participant education, engagement, and retirement-related conversations. Leverage data to share strategic recommendations and future engagement strategies • Partners across product and distribution to increase adoption of retirement plan features, managed accounts, financial wellness programs, and retail retirement income solutions • Acts as a thought leader on participant behavior, engagement strategies, and retirement trends to inform business and product direction
Job Requirements
- 12+ Years experience in retirement plan services that directly relates to the responsibilities
- 5 years of managerial, supervisory, and/or demonstrated leadership experience including influencing senior management
- Proven success leading and scaling participant engagement or client-facing models
- Deep expertise in defined contribution plans, participant education, and retirement income concepts
- Demonstrated ability to drive asset growth (rollovers, retention, consolidation)
- Experience leveraging AI, automation, and digital tools to enhance engagement and scale
- Strong executive presence and ability to influence cross-functional stakeholders
- FINRA SIE, S6, S63 within 90 days of hire (pre-registration preferred)
- Life & Health within 90 days of hire (pre-licensed preferred)
- Ability to travel 30%
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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