Consultant, Portfolio Execution

Job title: Consultant, Portfolio Execution in Radnor, PA at Lincoln Financial Group

Company: Lincoln Financial Group

Job description: Alternate Locations: US All Regions; Charlotte, NC (North Carolina); Fort Wayne, IN (Indiana); Omaha, NE (Nebraska); Radnor, PA (Pennsylvania); Work from HomeWork Arrangement:Remote : Work at home employeeRelocation assistance: is not available for this opportunity.Requisition #: 74558The Role at a GlanceAs a Consultant, Business Process Improvement, you will provide subject matter expertise and direction on complex projects/initiatives in the Group Protection Underwriting systems and tools space. You will also act as a subject matter expert to applicable internal/external stakeholders and represent Underwriting on various cross functional initiatives. You will research trends and opportunities and help to develop complex programs and processes to close gaps and ensure growth, working with stakeholders to prioritize work appropriately. You will consult and collaborate with stakeholders to enable delivery of business results through project work to support process changes and performance management strategies.What you'll be doing

• Maintains knowledge on current and emerging developments/trends assesses the impact, and collaborates with management to incorporate new trends and developments in current and future solutions.


• Champions and enhances organizational initiatives by positively influencing and supporting change management and/or departmental/enterprise initiatives.


• Serves as a resource to team members and applicable internal/external stakeholders on more complex assignments/projects.


• Identifies and recommends process improvements that significantly reduce workloads or improve quality.


• Consults/Analyze on more complex assignments and/or projects.


• Researches and analyzes more complex performance data for business and analytical value.


• Determines and communicates research recommendations to more complex problems and supporting analysis to management.


• Consults and acts as a resource to management and key stakeholders on identified process improvements that impact efficiency, departmental capabilities and/or return on investment.


• Develops more complex business requirements.


• Consults and acts as a resource to appropriate internal and/or external stakeholders to ensure solutions meet business needs.


• Identifies, documents and delivers findings that can support more complex business process improvements, performance and/or customer experience improvements.


• Maintains tracking, measurement and accountability programs for various initiatives.


• Provides timely updates to internal and external stakeholders regarding relevant information from other areas across the enterprise.


• Responds to more complex inquiries and needs from other business units and enterprise divisions.

What we’re looking forMust-haves:

• 3 - 5+ Years experience in Business Process Improvement including project management experience that directly aligns with the specific responsibilities for this position.


• Proficiency in Underwriting systems, tools, and processes (Quest and UWWB platforms)


• Strong working knowledge of Microsoft Excel, VBA coding is a plus.


• Experience or understanding of the Agile IT development methodology.


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

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:A clearly defined career framework to help you successfully manage your careerLeadership development and virtual training opportunitiesPTO/parental leaveFree financial counseling, health coaching and employee assistance programTuition assistance programA leadership team that prioritizes your health and well-being; offering a remote work environment and flexible work hybrid situationsEffective productivity/technology tools and trainingPay Range: $69,000 - $124,600Actual base pay could vary based on non-discriminatory factors including but not limited to work experience, education, location, licensure requirements, proficiency and qualifications required for the role. The base pay is just one component of Lincoln’s total rewards package for employees. In addition, the role may be eligible for the Annual Incentive Program, which is discretionary and based on the performance of the company, business unit and individual. Other rewards may include long-term incentives, sales incentives and Lincoln’s standard benefits package.About The CompanyLincoln Financial Group, a Fortune 200 company with over 10,000 employees, provides advice and solutions that help empower Americans to take charge of their financial lives with confidence. Our core business areas — Life Insurance, Annuities, Retirement Plan Services and Group Protection — focus on supporting, preserving and enhancing over 17 million customer’s lifestyles and retirement outcomes.Headquartered in Radnor, Pennsylvania, Lincoln Financial Group is the marketing name for Lincoln National Corporation (NYSE: LNC) and its affiliates. The company had $324 billion in end-of-period account values as of June 30, 2021.Ranked one of the Best Large Employers in America and Best Employers for Women by Forbes magazine as well as one of Newsweek’s Most Responsible Companies, Lincoln Financial Group makes a serious investment in our employees’ futures through a broad range of wealth accumulation and protection plans, health and wellness programs, and career development resources designed to help each individual reach their personal and professional goals.Lincoln is committed to creating a 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.Lincoln Financial Group is a committed corporate citizen included on major sustainability indices including the Dow Jones Sustainability Index North America and FTSE4Good. Dedicated to diversity and inclusion, we earned perfect 100 percent scores on the Corporate Equality Index and the Disability Equality Index. Follow us on , , , and . Sign up for email alerts atBe Aware of Fraudulent Recruiting ActivitiesIf you are interested in a career at Lincoln, we encourage you to review our current openings and apply on our website. Lincoln values the privacy and security of every applicant and urges all applicants to diligently protect their sensitive personal information from scams targeting job seekers. These scams can take many forms including fake employment applications, bogus interviews and falsified offer letters.Lincoln will not ask applicants to provide their social security numbers, date of birth, bank account information or other sensitive information in job applications. Additionally, our recruiters do not communicate with applicants through free e-mail accounts (Gmail, Yahoo, Hotmail) or conduct interviews utilizing video chat rooms. We will never ask applicants to provide payment during the hiring process or extend an offer without conducting a phone, live video or in-person interview. Please contact Lincoln's fraud team at [email protected] if you encounter a recruiter or see a job opportunity that seems suspicious.Additional InformationThis position may be subject to Lincoln’s Political Contribution Policy. An offer of employment may be contingent upon disclosing to Lincoln the details of certain political contributions. Lincoln may decline to extend an offer or terminate employment for this role if it determines political contributions made could have an adverse impact on Lincoln’s current or future business interests, misrepresentations were made, or for failure to fully disclose applicable political contributions and or fundraising activities.Any unsolicited resumes/candidate profiles submitted through our web site or to personal e-mail accounts of employees of Lincoln Financial Group are considered property of Lincoln Financial Group and are not subject to payment of agency fees.Lincoln Financial Group (“LFG”) is an Equal Opportunity employer and, as such, is committed in policy and practice to recruit, hire, compensate, train and promote, in all job classifications, without regard to race, color, religion, sex (including pregnancy), age, national origin, disability, sexual orientation, gender identity and expression, Veteran status, or genetic information. Applicants are evaluated on the basis of job qualifications. If you are a person with a disability that impedes your ability to express your interest for a position through our online application process, or require TTY/TDD assistance, contact us by calling 260-455-2558.This Employer Participates in E-Verify. See the notices.Este Empleador Participa en E-Verify. Ver el avisos.

Expected salary: $69000 - 124600 per year

Location: Radnor, PA

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