Sr. Business Analyst, Annuity Retail IQ

Alternate Locations: Fort Wayne, IN (Indiana); Greensboro, NC (North Carolina); Hartford, CT (Connecticut)

  Work Arrangement:

Hybrid : Employee will work 3 days a week in a Lincoln office

Relocation assistance:  is not available for this opportunity.

Requisition #:  76316

The Role at a Glance

We are excited to bring on a Sr. Business Analyst to support agile development as part of the Annuity Retail IQ Value Stream within the Retail Business Technology Solutions organization in a hybrid work environment. Fort Wayne, IN is the preferred key city location.

Background Details
As the Sr. Business Analyst, you will join a value stream project team where you will be responsible for defining and prioritizing a product backlog focused on developing, supporting and improving AnnuityIQ with focus on data quality, gaps and governance. You’ll work in close partnership with product management, AnnuityIQ users, and stakeholders to understand customer and business needs and then translate those needs within agile software engineering teams to implement solutions and drive outcomes that contribute to the success of our portfolio. If this sounds like a role for you, please read on!

What you'll be doing

• In collaboration with the Product Owner, you will prioritize, develop and accept user stories to enhance AnnuityIQ data repository, external feeds and publications
• You will partner with the Product Managers and business stakeholders to understand customer and business needs and translate into requirements/user stories
• You will write stories/requirements for Agile POD/Build Team(s) and AnnuityIQ Data Repository enhancement work
• You will provide subject matter expertise to clarify development requirements
• You will submit User Acceptance Criteria and complete User Acceptance Testing
• You will help drive adoption and business intelligence for Annuity Data Solution
• You will lead the implementation and integration of improvements
• You will continuously prioritize the product backlog to ensure that the Agile software development team is focused on the highest value work
• You will coordinate with other Product Owners and team members to manage dependencies across teams
• You will survey upstream data providers and downstream data customers to develop understanding of Annuity data is used
• You will assist in the development of data processes and reconciliation reports that are efficient, tractable, and instill confidence in the integrity of results for downstream stakeholders and auditors
• You will perform business analyst and QA support where needed
• You will maintain data dictionary and follow established data governance policies
• You will proactively identify and recommend process improvements that significantly reduces workload, maintains and/or improves quality 

What we’re looking for

Must-have experience (Required) :

• 4 Year/Bachelor’s degree or equivalent work experience (4 years of experience in lieu of Bachelor’s)
• 5 – 7+ Years of experience in business analysis that directly aligns with the specific responsibilities for this position
• Confident, comfortable communicator with strong written and verbal communication skills
• Strong presentation skills with demonstrated ability to influence at all levels of management through clear, informed and logical discussions/presentations
• Ability to evaluate trends in data or information with the ability to analyze complex information and evaluate the implications of a course of action or solution
• Strong relationship management skills with internal clients (e.g. senior management, peers and colleagues) with proven ability to develop creative and collaborative approaches
• Finds common ground and can gain collaboration among senior/executive management, colleagues, and peers, influencing outcomes without directing or commanding
• Strong project management leadership skills including, critical ability to coordinate and balance multiple projects in a time-sensitive environment, under pressure, and meeting deadlines.
• Ability to identify and recommend processes improvements
  
  
  
   

Nice-to have Experience (Preferred) :

• Experience with Annuity administrative platforms or similar applications utilize in the insurance industry
• Experience operating within an Agile framework
• Experience with JIRA or similar workflow management tools
• Experience with SQL across various platforms
• Experience supporting business applications in a cloud environment
• Experience with data driven business applications such as APIs, ETL, Query/Reporting, etc. 

Application Deadline

Applications for this position will be accepted through September 30, 2026, subject to earlier closure due to applicant volume.

What’s it like to work here?

At Lincoln Financial, 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:

• 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

• Free financial counseling, health coaching and employee assistance program

• Tuition assistance program

• Work arrangements that work for you

• Effective productivity/technology tools and training

The pay range for this position is $96,900 - $176,200 with anticipated pay for new hires between the minimum and midpoint of the range and could vary above and below the listed range as permitted by applicable law. Pay is 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 (NYSE: LNC) helps people to confidently plan for their version of a successful future. We focus on identifying a clear path to financial security, with products including annuities, life insurance, group protection, and retirement plan services. 

With our 120-year track record of expertise and integrity, millions of customers trust our solutions and service to help put their goals in reach. 

Lincoln Financial Distributors, a broker-dealer, is the wholesale distribution organization of Lincoln Financial. Lincoln Financial is the marketing name for Lincoln Financial Corporation and its affiliates including The Lincoln National Life Insurance Company, Fort Wayne, IN, and Lincoln Life & Annuity Company of New York, Syracuse, NY. Lincoln Financial affiliates, their distributors, and their respective employees, representatives and/or insurance agents do not provide tax, accounting or legal advice. 

Lincoln is committed to creating an 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. 

Follow us on Facebook , X , LinkedIn , Instagram , and YouTube . For the latest company news, visit our newsroom . 

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 View email address on us.fitly.work 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 or candidate profiles submitted through our web site or to personal e-mail accounts of employees of Lincoln Financial are considered property of Lincoln Financial and are not subject to payment of agency fees.

Lincoln Financial ("Lincoln" or "the Company") 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, age, national origin or disability. Opportunities throughout Lincoln are available to employees and 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 View phone number on us.fitly.work.

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