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Implementation Partner, Director

$72.9k - $131.6k
Full-time

Lincoln Financial

Alternate Locations: Work from Home Work Arrangement: Remote : Work at home employee residing outside of a commutable distance to an office location. Relocation assistance: is not available for this opportunity. Requisition #: 76170 The Role at a Glance We are excited to bring on an Implementation Partner to join our Retirement Plan Services organization supporting Workplace Solutions in a work from home environment. Background DetailsAs an Implementation Partner, you will play a key role in the successful onboarding and setup of retirement plans within the Director product. In this client-facing role, you will consult, analyze, and deliver on implementation assignments while partnering closely with customers, internal teams, and external stakeholders. You will act as a central liaison throughout the onboarding process—guiding clients through plan setup, translating complex plan requirements, and ensuring a smooth and efficient implementation experience. This position requires strong project management skills, attention to detail, and the ability to advocate on behalf of the customer to drive successful outcomes. If you are energized by collaboration, problem-solving, and delivering a high-quality client experience, please read on!What you'll be doing 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. 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). 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). Nice-to have Experience (Preferred): Strong analytical and problem-solving skills. Ability to operate in a consultative manner with internal and external stakeholders at all levels.. Demonstrated strong relationship management skills and a proven ability to develop collaborative approaches. Strong project management experience. Travel Requirements Up to 20% Application Deadline Applications for this position will be accepted through June 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 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 The pay range for this position is $72,900 - $131,600 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 click.appcast.io 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 click.appcast.io. This Employer Participates in E-Verify. See the E-Verify notices. Este Empleador Participa en E-Verify. Ver el E-Verify avisos.

Vacancy posted 4 days ago
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