Hybrid Product Regulatory Consultant

at Lincoln Financial

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

About the role

• Product Regulatory Consultant at Lincoln Financial, preparing complex regulatory filings and collaborating with internal stakeholders on compliance. Ensure accuracy and transparency in product documentation.

Responsibilities

• Preparing more complex regulatory filings including the writing of disclosures for prospectuses, Statements of Additional Information (SAIs), supplements, and opinion letters.
• Drafting &/or filing applicable forms &/or documents and reports by identifying & complying with more complex regulatory requirements.
• Analyzing contractual language for new products & enhancements to ensure language complies with state and federal requirements, while maintaining consistency with product features and Lincoln standards.
• Reviewing post-effective season prospectuses and incorporating changes from product prior to providing to attorney for sign-off and then to RPO for insertion.
• Drafting more complex memorandums and addendums.
• Tracking and monitoring regulatory filings/supplements to ensure deadlines are met.
• Maintaining accurate records of approval information so that approved products and filings are correctly issued.
• Conducting research, responding to and/or reporting on more complex regulatory filing issues.
• Serving as a resource to internal stakeholders on regulatory product issues.
• Evaluating and answering questions in relation to the interpretation of contract and/or claims provisions as requested by internal and external customers.
• Collaborating with management, legal, compliance, actuarial and state regulatory personnel to obtain necessary information to be included in filings for new products, addition of riders/features, and updated language/funds on a registered product.
• Collaborating with appropriate stakeholders to ensure compliance in tracking new laws, regulations and industry developments and communicating developments and new procedures to internal stakeholders.
• Providing effective and open communication with internal/external stakeholders to ensure transparency and consistency of regulatory filings.
• Managing, conducting and/or participating in more complex projects.

Requirements

• 4 Year/Bachelor's degree or equivalent work experience (4 years of experience in lieu of Bachelor's) (Minimum Required)
• 3 - 5+ Years experience in a regulatory, compliance and/or legal support area that directly relates to the specific duties of this role (Required)

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