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Implementation Partner Consultant - Alliance

Company

Lincoln Financial
Address , Fort Wayne
Employment type INTERN
Salary $65,700 - $118,300 a year
Expires 2023-10-10
Posted at 8 months ago
Job Description

Date: Jul 28, 2023

Primary Location: Fort Wayne, IN, US

Company: Lincoln Financial

Alternate Locations: US All Regions; Work from Home

Work Arrangement:
Hybrid/Flexible : Work at home and use the office as appropriate for in-person collaboration.

Relocation assistance: is not available for this opportunity.

Requisition #: 72128

The Role at a Glance
We are excited to bring on an Implementation Partner Consultant to join our Retirement Services organization supporting Workplace Solutions in a remote environment.

Background Details
As an Implementation Partner Consultant for the Alliance plan, you will provide a world class client experience for retirement plans joining Lincoln. Your 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. 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. If this sounds like a role for you, please read on!
What you'll be doing
  • 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 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 develop, maintain and execute complex implementation plans which ensure that the clients’ overall service needs are satisfied and achieve the business, profitability and retention objectives.
  • 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 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.
  • 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.
What we’re looking for
Must-have experience (Required):
  • Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
  • Demonstrated skills in the areas of organization, negotiation, persuasion, presentation, and problem solving.
  • 3 – 5+ Years of experience in relationship management that directly aligns with the specific responsibilities for this position.
  • 4 Year/Bachelor's degree or equivalent work experience (4 years of experience in lieu of Bachelor's).
  • Demonstrated ability to express ideas clearly and concisely (both orally and in written form) through presentations.

Licensing Requirements:
  • FINRA Series 6 license within 90 days.

Nice-to have Experience (Preferred):
  • Ability to be consultative with internal/external stakeholders of all levels.
  • Strong analytical and problem-solving skills.
  • Demonstrated strong relationship management skills; proven ability to develop collaborative approaches.
  • Retirement plan administration/operations experience highly preferred.
  • Project management experience.
Travel Requirements
  • Up to 20%

What’s it like to work here?
At Lincoln Financial Group, we love what we do. We make meaningful contributions each and every day to empower our customers to take charge of their lives. Working alongside dedicated and talented colleagues, we build fulfilling careers and stronger communities through a company that values our unique perspectives, insights and contributions and invests in programs that empower each of us to take charge of our own future.

What’s in it for YOU:
  • Effective productivity/technology tools and training
  • Free financial counseling, health coaching and employee assistance program
  • A leadership team that prioritizes your health and well-being; offering a remote work environment and flexible work hybrid situations
  • Competitive 401K and employee benefits
  • PTO/parental leave
  • Tuition assistance program
  • A clearly defined career framework to help you successfully manage your career
  • Leadership development and virtual training opportunities
Pay Range: $65,700 - $118,300

Actual base pay could vary based on non-discriminatory factors including but not limited to work experience, education, location, licensure requirements, proficiency and qualifications required for the role. The base pay is just one component of Lincoln’s total rewards package for employees. In addition, the role may be eligible for the Annual Incentive Program, which is discretionary and based on the performance of the company, business unit and individual. Other rewards may include long-term incentives, sales incentives and Lincoln’s standard benefits package.

About The Company
Lincoln Financial Group provides advice and solutions that help people take charge of their financial lives with confidence and optimism. Today, approximately 16 million customers trust our retirement, insurance and wealth protection expertise to help address their lifestyle, savings and income goals, and guard against long-term care expenses.


Headquartered in Radnor, Pennsylvania, Lincoln Financial Group is the marketing name for Lincoln National Corporation (NYSE:LNC) and its affiliates. The company had $290 billion in end-of-period account balances net of reinsurance as of March 31, 2023.

Lincoln Financial Group is a committed corporate citizen included on major sustainability indices including the Dow Jones Sustainability Index North America and ranks among Newsweek’s Most Responsible Companies. Dedicated to diversity, equity and inclusion, we are included on transparency benchmarking tools such as the Corporate Equality Index, the Disability Equality Index and the Bloomberg Gender-Equality Index. Committed to providing our employees with flexible work arrangements, we were named to FlexJobs’ list of the Top 100 Companies to Watch for Remote Jobs in 2022. With a long and rich legacy of acting ethically, telling the truth and speaking up for what is right, Lincoln was recognized as one of Ethisphere’s 2022 World’s Most Ethical Companies®. We create opportunities for early career talent through our intern development program, which ranks among WayUp and Yello’s annual list of Top 100 Internship Programs.

Lincoln is committed to creating a diverse and inclusive environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.

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Be Aware of Fraudulent Recruiting Activities
If you are interested in a career at Lincoln, we encourage you to review our current openings and apply on our website. Lincoln values the privacy and security of every applicant and urges all applicants to diligently protect their sensitive personal information from scams targeting job seekers. These scams can take many forms including fake employment applications, bogus interviews and falsified offer letters.
Lincoln will not ask applicants to provide their social security numbers, date of birth, bank account information or other sensitive information in job applications. Additionally, our recruiters do not communicate with applicants through free e-mail accounts (Gmail, Yahoo, Hotmail) or conduct interviews utilizing video chat rooms. We will never ask applicants to provide payment during the hiring process or extend an offer without conducting a phone, live video or in-person interview. Please contact Lincoln's fraud team at [email protected] if you encounter a recruiter or see a job opportunity that seems suspicious.

Additional Information
This position may be subject to Lincoln’s Political Contribution Policy. An offer of employment may be contingent upon disclosing to Lincoln the details of certain political contributions. Lincoln may decline to extend an offer or terminate employment for this role if it determines political contributions made could have an adverse impact on Lincoln’s current or future business interests, misrepresentations were made, or for failure to fully disclose applicable political contributions and or fundraising activities.

Any unsolicited resumes/candidate profiles submitted through our web site or to personal e-mail accounts of employees of Lincoln Financial Group are considered property of Lincoln Financial Group and are not subject to payment of agency fees.

Lincoln Financial Group (“LFG”) is an Equal Opportunity employer and, as such, is committed in policy and practice to recruit, hire, compensate, train and promote, in all job classifications, without regard to race, color, religion, sex (including pregnancy), age, national origin, disability, sexual orientation, gender identity and expression, Veteran status, or genetic information. Applicants are evaluated on the basis of job qualifications. If you are a person with a disability that impedes your ability to express your interest for a position through our online application process, or require TTY/TDD assistance, contact us by calling 260-455-2558.