Hybrid Consultant, Executive Benefits – PPLI Product Management

Posted 15 hours ago

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About the role

  • Onboard and manage complex investments across all Executive Benefit lines of business, including PPLI
  • Create and maintain procedures and tools for monitoring new and ongoing client investments
  • Provide insights/recommendations for efficiencies and process improvements
  • Maintain close collaboration with internal and external stakeholders spanning legal, investments, distribution, administration, investment managers and systems.
  • Manage and lead the process of administering allocations into and out of exempt funds
  • Execute on routine tasks of the role with independent thinking
  • Support a growing market that is expected to have evolving demands, requiring fast paced timelines
  • Serve as a resource to applicable internal/external stakeholders.
  • Carry out duties in compliance with all state and federal regulations and guidelines.
  • Complies with all company and site policies and procedures.
  • Remain current and curious on profession and industry trends.

Requirements

  • 4 Year/Bachelor's degree in business or other related focus or equivalent work experience (required) - 4 years of experience in lieu of Bachelor's
  • 3 - 5+ Years financial services industry experience (required)
  • Must be diligent, thorough with strong detail orientation
  • Strong communication skills – ability to interact comfortably with both internal and external business partners
  • Ability to assist with other team projects and assignments
  • Experience and familiarity with investments
  • Nice-to-have’s: Accounting/Finance experience, degree in business, finance, accounting
  • Strong Excel skills

Benefits

  • 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

Job title

Consultant, Executive Benefits – PPLI Product Management

Job type

Experience level

Mid levelSenior

Salary

$69,000 - $124,600 per year

Degree requirement

Bachelor's Degree

Location requirements

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