Sr. Alternatives Client Onboarding and Implementation Manager

Job title: Sr. Alternatives Client Onboarding and Implementation Manager in Radnor, PA at Lincoln Financial Group

Company: Lincoln Financial Group

Job description: Alternate Locations: Radnor, PA (Pennsylvania); Work from HomeWork Arrangement:Remote : Work at home employee residing outside of a commutable distance to an office location.Relocation assistance: is not available for this opportunity.Requisition #: 74288The Role at a GlanceThe Sr. Alternatives Client Onboarding and Implementation Manager 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 forMust-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 DeadlineApplications for this position will be accepted through May 31, 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 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 trainingThe pay range for this position is $93,300 - $169,700 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. 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 helps people to plan, protect and retire with confidence. As of Dec. 31, 2023, approximately 17 million customers trust our guidance and solutions across four core businesses – annuities, life insurance, group protection and retirement plan services. As of December 31, 2023, the company had $295 billion in end-of-period account balances, net of reinsurance. Headquartered in Radnor, Pa., Lincoln Financial Group is the marketing name for Lincoln National Corporation (NYSE: LNC) and its affiliates. Learn more atLincoln 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.Follow us on , , , and . For the latest company news, visit our .Be 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 or 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: $93300 - 169700 per year

Location: Radnor, PA

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