VP, Participant Engagement

This is a fully remote position, open to applicants in Nebraska, +2 more states.

📋 Description

• Establishes the strategic vision and operational framework for the Retirement Consultant organization to provide tailored and scalable engagement that enhances participant outcomes.

• Promotes education concerning retirement readiness and financial decision-making that translates into actionable steps, thereby improving savings rates, financial literacy, asset consolidation, and retirement preparedness.

• Drives asset retention and growth, including IRA rollovers, plan roll-ins, and account consolidation, while developing a strategy to broaden the team's scope to support the sale of retail retirement income solutions (e.g., annuities) and the adoption of voluntary benefits.

• Utilizes data, AI, and digital tools (such as next-best action, personalization, and workflow automation) to enhance reach, effectiveness, and efficiency.

• Leads and cultivates a national retirement consultant team with robust capabilities in participant education, engagement, and retirement-related discussions. Uses data to provide strategic recommendations and future engagement strategies.

• Collaborates across product and distribution teams to boost the adoption of retirement plan features, managed accounts, financial wellness programs, and retail retirement income solutions.

• Serves as a thought leader on participant behavior, engagement strategies, and retirement trends to guide business and product direction.

⛳️ Requirements

• Over 12 years of experience in retirement plan services that directly pertains to the responsibilities outlined.

• A minimum of 5 years in managerial, supervisory, and/or demonstrable leadership roles, including influencing senior management.

• Proven track record in leading and scaling participant engagement or client-facing models.

• Extensive knowledge of defined contribution plans, participant education, and retirement income concepts.

• Demonstrated capability to drive asset growth (including rollovers, retention, and consolidation).

• Experience utilizing AI, automation, and digital tools to enhance engagement and scalability.

• Strong executive presence with the ability to influence cross-functional stakeholders.

• Must obtain FINRA SIE, S6, S63 within 90 days of hire (pre-registration preferred).

• Must secure Life & Health within 90 days of hire (pre-licensing preferred).

• Willingness to travel up to 30% of the time.

🏝️ Benefits

• Well-defined career paths and job levels, along with associated behaviors aligned with each of Lincoln's core values and leadership attributes.

• Leadership development and virtual training opportunities available.

• Paid time off/parental leave benefits.

• Competitive 401K and employee benefits package.

• Complimentary financial counseling, health coaching, and employee assistance program.

• Tuition assistance program offered.

• Flexible work arrangements to suit your needs.

• Access to effective productivity/technology tools and training.