Hybrid Consultant, Executive Benefits – PPLI Product Management

at Lincoln Financial

• Job title: Consultant, Executive Benefits – PPLI Product Management
• Job type: Full Time
• Experience level: Mid level, Senior
• Salary: $69,000 - $124,600 per year
• Degree requirement: Bachelor's Degree
• Location requirements: Hybrid, Hartford, United States

About the role

• Join Executive Benefits team at Lincoln, responsible for managing complex investments and driving process improvements across multiple business lines. Play a key role in investment management optimizing procedures and tools.

Responsibilities

• 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