Consultant, AI Portfolio Mgmt

Alternate Locations: Radnor, PA (Pennsylvania); Charlotte, NC (North Carolina); Fort Wayne, IN (Indiana); Greensboro, NC (North Carolina) Work Arrangement:Hybrid : Employee will work 3 days a week in a Lincoln officeRelocation assistance: is not available for this opportunity.Requisition #: 76235The Role at a GlanceThis position will consult/analyze and deliver on more complex assignments/projects for AI portfolio management processes, including intake, reporting, and prioritization activities. You will apply in-depth knowledge to independently manage portfolio deliverables, resolve issues, and recommend improvements. You will serve as a resource to stakeholders and contribute to effective portfolio governance and decision-making. What you'll be doingLeads defined portions of portfolio processes, including intake coordination, data validation, and reporting deliverables.Partners with project managers, IT, and business stakeholders to clarify requirements, resolve issues, and provide portfolio insights.Executes and improves intake processes, ensuring completeness, accuracy, and alignment with governance standards.Maintains portfolio data and performs deeper validation and analysis to identify trends, inconsistencies, or risks.Produces and updates AI intake standard reports and dashboards.Tracks portfolio performance and proactively follows up with stakeholders to resolve gaps or delays.Prepares and may present materials for portfolio governance forums, including QBRs and planning cycles.Identifies moderately complex data discrepancies or missing information and escalates highly complex issues to senior team members for resolution.Maintains and analyzes financial tracking data, identifying trends and supporting investment decision-making.Updates and maintains financial tracking reports to support visibility into investment performance, cost tracking, and portfolio data, and supports decision-making.Organizes portfolio files, documentation, and tracking tools to ensure accessibility and consistency.Contributes to the evolution of portfolio management tools, governance, and processes by recommending enhancements.Serves as a resource to team members and internal stakeholders on portfolio management best practice standards, templates & practices.What we’re looking forMust Haves:4 Year/Bachelor's degree or equivalent work experience (4 years of experience in lieu of Bachelor's) )3 - 5+ Years of experience in program/portfolio management, project management, operations, or IT experience that directly aligns to the responsibilities of this position. Tableau experience Application DeadlineApplications for this position will be accepted through 7/31/26 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 attributesLeadership development and virtual training opportunitiesPTO/parental leaveCompetitive 401K and employee benefitsFree financial counseling, health coaching and employee assistance programTuition assistance programWork arrangements that work for youEffective productivity/technology tools and trainingThe 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 CompanyLincoln 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 ActivitiesIf 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 InformationThis 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.