Implementation Partner Consultant

Implementation Partner Consultant

Alternate Locations : Work from Home Work Arrangement : Remote : Work at home employee residing outside of a commutable distance to an office location. Relocation assistance is not available for this opportunity. The Role at a Glance We are excited to bring on an Implementation Partner Consultant to join our Retirement Plan Services organization supporting Workplace Solutions in a work from home environment. As an Implementation Partner Consultant, you will provide a world class client experience for retirement plans joining Lincoln. Your ability to successfully partner across Lincoln sales teams, advisors, and third-party administrators, along with all Lincoln internal teams will ensure positive results for new and existing business partners. As a result, you will consult / analyze across all aspects of our retirement plans and deliver on complex assignments / projects. You will be responsible for developing and strengthening relationships with internal and external customers, analyzing various aspects of our service offering and being an advocate on behalf of the customer for driving positive change. If this sounds like a role for you, please read on!

What you'll be doing :

You will develop, maintain and execute complex implementation plans which ensure that the clients' overall service needs are satisfied and achieve the business, profitability and retention objectives.

You will collaborate with external customers and internal teams to develop strong implementation plans through proactive and reactive customer interactions. In addition, you will build, enhance and maintain relationships with contacts at client organizations, ensuring clients' overall service requirements are satisfied.

You will advocate on the customer's behalf to influence the direction of key projects and initiatives. You will develop, execute and / or collaborate with internal partners to develop proactive, creative and ongoing more complex client contact initiatives. You will identify clients with risk of retention and notify management.

You will provide information, education, training and consult on processes, procedures, products and services. You will serve as a resource to internal stakeholders on more complex implementation solutions which optimize client requirements and achieve desired business results.

You will maintain knowledge on current and emerging developments / trends, assess the impact and collaborate with management to incorporate new trends and developments in current and future solutions.

You will champion and enhance organizational initiatives by positively influencing and supporting change management and other initiatives across the retirement plan organization. You will identify, recommend, and champion process improvements and organizational initiatives to positively influence the team and quality.

What we're looking for :

Must-have experience (Required) :

4 Year / Bachelor's degree or equivalent work experience (4 years of experience in lieu of Bachelor's).

3 5+ Years of experience in relationship management that directly aligns with the specific responsibilities for this position.

Demonstrated ability to express ideas clearly and concisely (both orally and in written form) through presentations.

Demonstrated skills in the areas of organization, negotiation, persuasion, presentation, and problem solving.

Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).

Nice-to-have Experience (Preferred) :

Retirement plan administration / operations experience desired; Alliance product preferred.

FINRA Series 6 license.

Strong analytical and problem-solving skills.

Ability to be consultative with internal / external stakeholders of all levels.

Demonstrated strong relationship management skills; proven ability to develop collaborative approaches.

Project management experience.

Travel Requirements :

Up to 20%

Application Deadline :

Applications for this position will be accepted through October 31, 2025, 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.

The pay range for this position is $69,000 - $124,600 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.

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 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.