LFD Operations Digital Investment Platform Sr. Consultant

Alternate Locations: Radnor, PA (Pennsylvania)

 

 Work Arrangement:

Hybrid/Common Days+ : Work 2-3 days a week in a Lincoln office with a designated workspace.

 

Relocation assistance:  is not available for this opportunity.

 

Requisition #: 74288

 

The Role at a Glance

The LFD Operations Digital Investment Platform Sr. Consultant will provide subject matter expertise and direction to develop and implement complex 3rd-party digital platform technology/digital projects/initiatives in support of Lincoln’s open and closed end fund investment products. They will develop and maintain relationships with Custodians and 3rd party digital platform technology/digital solutions and provide ongoing support of our open and closed end fund investment management. They will also lead internal enterprise resources in the execution of project deliverables and on-going support of Lincoln investment product portfolio goals.

What you'll be doing

• Leads the development and execution of complex third-party technology/digital initiatives to facilitate growth, supports overall product strategies while developing roadmaps to viable solutions.
• Builds and maintains strong business relationships with partners to meet or exceed established sales goals or objectives.
• Cultivates, directs, and maintains client relationships within assigned area(s).
• As the subject matter expert, provides information, education, training, and advice on company’s products and services to assigned clients.
• Conducts site visits to clients to build relationships and increase awareness.
• Collaborates with internal stakeholders to ensure the proper processing of all sold products from time of sale to issuance.
• Identifies and communicates relevant consumer insights, competitive intelligence, and analytical findings to team and business stakeholders in a manner which supports adoption of executable new business opportunities into appropriate lines of business.
• Profiles area of responsibility to identify those who would be interested in LFG offerings and build relationships with them.

What we’re looking for

Must-Haves

• 5-7+ Years experience in Financial Services or Business Analysis, Project Management and/or Business Consulting in Financial Services directly aligned to the specific responsibilities for this role
• Bachelor's degree or equivalent work experience 
• Effective verbal and written communication skills
• Analytical skills
• Strong attention to detail
• Ability to identify and recommend process improvements.

Application Deadline

Applications for this position will be accepted through April 30, 2025, subject to earlier closure due to applicant volume.

 

What’s it like to work here?

At Lincoln Financial Group, 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 Lincoln leadership Attribute.

• 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

• A leadership team that prioritizes your health and well-being; offering a remote work environment and flexible work hybrid situations

• Effective productivi