AVP, Retirement Training
Lincoln Financial Services
AVP, Retirement Training
The Role at a Glance As the AVP, RPS Training, you will set the strategic direction for training across Retirement Plan Services (RPS), ensuring alignment with business priorities and outcomes. You will partner closely with senior leadership to define and execute a forward-looking training strategy that builds organizational capability, accelerates performance, and supports the delivery of key strategic initiatives. You will oversee the design, implementation, and continuous improvement of training programs across both Field and Operations, while partnering with Enterprise teams on broader learning needs. You will also ensure training investments deliver measurable impact in productivity, quality, and engagement, and position the organization for continued growth and transformation.
What You'll Be Doing
- Set and execute the RPS training strategy aligned to business priorities, enabling growth, operational excellence, and client-centric outcomes across Field and Operations.
- Partner with RPS & WPS leadership to assess capability gaps, prioritize development needs, and align training investments to key strategic initiatives.
- Lead the design, delivery, and continuous improvement of complex RPS training programs, ensuring effectiveness, scalability, and strong organizational readiness.
- Drive execution of strategic initiatives by embedding training and change enablement approaches that accelerate adoption, performance, and measurable outcomes.
- Build and lead a high-performing training organization, including talent development, succession planning, and performance management.
- Monitor and optimize training impact through data-driven insights, while driving process improvements that enhance efficiency, reduce cost, and improve learner experience.
- Lead the development and execution of critical training plans to support onboarding of new outsourcing partners, ensuring successful outcomes for Lincoln, seamless integration with RPS teams, and a high-quality experience for customers.
What We're Looking For
Must-haves:
- 10+ years of experience in training or relevant Retirement Recordkeeping experience aligned to the responsibilities of this role
- 5+ years of leadership experience, including leading leaders and/or large, complex initiatives
- Demonstrated experience working with leadership to drive execution
Nice-to-haves:
- Proven ability to translate business strategy into actionable training and capability plans
- Strong executive presence and influence, with the ability to partner effectively with senior leaders
- Demonstrated success leading strategic initiatives and organizational transformation efforts
- Proficiency in CoPilot
- Working knowledge of Allego, Cantasia, SharePoint site mgt
- Ability to drive alignment and collaboration across functions
- Strong data-driven decision-making skills, with a focus on measurable outcomes
- Ability to lead through change while managing multiple priorities in a fast-paced environment
- Demonstrated success in building, developing, and retaining high-performing teams
- Strong program and project management capabilities
- Proficiency with Microsoft Office Suite
Application Deadline Applications for this position will be accepted through June 26th, 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
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 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.
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