Lincoln Financial Group Sr. Consultant, Operational Initiatives in Phoenix, Arizona

Alternate Locations: Atlanta, GA (Georgia); Charlotte, NC (North Carolina); Dover, NH (New Hampshire); Omaha, NE (Nebraska); Phoenix, AZ (Arizona)

Relocation assistance is not available for this opportunity.

Requisition #58051

About the Company

Lincoln Financial Group, a Fortune 250 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 $253 billion in assets under management as of December 31, 2017.

Ranked one of the Best Large Employers in America by Forbes magazine, 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.

The Role

This position will provide subject matter expertise and direction on complex, highly visible operational projects and initiatives for his/her area(s) of responsibility. A significant portion of this job will be strategic in nature and revolve around regulatory compliance, scale and efficiency, loss cost accuracy and resource optimization, driving change to be “Best in Industry” and ensure an incomparable customer experience. S/he will oversee and provide direction on all aspects of various assigned complex transformational projects within his/her assigned area(s), with a focus on planning, transformational process & operational improvements, organizational efficiency and effectiveness, and resource optimization. S/he will also act as a subject matter expert to applicable internal/external stakeholders. Successful candidates will be self-initiated with a well-balanced make up of expertise, credibility and approach, with the ability to work in a nuanced and complex environment with little or no information


Technical Agility

  • Negotiates objectives and direction leading transformational initiatives pertaining to the operations of his/her assigned area(s), including oversight of execution of approved decisions that enhance the internal and external customer experience

  • Conceptualizes immediate and long range needs of the business objectives with respect to desired state

  • Provides direction and owns organizational readiness planning and execution for new and ongoing projects/process enhancements that lead to overall effective operations, encouraging growth and development of team members.

  • Conducts industry research to continually benchmark customer experience; provides senior leadership with a summary of research; makes recommendations and executes selected actions

  • Partners with other relevant functions (Product, Marketing, Strategy, etc.) to enable his/her assigned area to be a valued thought partner for other business areas throughout the enterprise

  • Leads project resource and process function by acting as the point of contact for internal & external stakeholders that require thought partnership or collaboration with resources within his/her assigned area(s)

  • Directs proactive and ad-hoc analytical projects to solve business problems and identify business development opportunities

  • Tracks and analyzes complex issues and determines root cause; presents information to key constituents and identifies opportunities to eliminate problems; drives cross-functional teams with implementation

  • Leads analysis of sensitive and/or complex issues providing recommendations for process improvements

  • Works collaboratively with leaders & other stakeholders across the business to plan and implement process changes; ensures proposed changes are analyzed from an organizational perspective & applied holistically/appropriately across his/her assigned area.

  • Makes presentations regarding project direction and recommendations to Senior Leadership.

Relationship Management

  • Partners with team product owners for a unified overall arching strategy to champion change

  • Provides direction on complex assignments, projects, and/or initiatives to build and enhance the capability of his/her assigned area(s) of responsibility.

  • Directs and enhances organizational initiatives by positively influencing and supporting change management and/or departmental/enterprise initiatives within assigned area(s) of responsibility.

  • Identifies and directs the implementation of process improvements that significantly improve quality across the team, department and/or business unit for his/her assigned area(s) of responsibility.

  • Provides subject matter expertise to team members and applicable internal/external stakeholders on complex assignments/projects for his/her assigned area(s) of responsibility.

Business Acument

  • Maintains knowledge on current and emerging developments / trends for assigned area(s) or responsibility, assess the impact, and collaborates with senior management to incorporate new trends and developments in current and future solutions.



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

  • 5 – 7+ Years’ experience in business operational excellence directly aligned to the specific responsibilities for this position (Required)

  • Strong negotiation skills also required.

  • Well-balanced make up of expertise, credibility, and approach.

  • Ability to analyze complex information and to evaluate the implications of a course of action or solution.

  • Ability to interpret and apply common sense understanding to carry out a variety of instructions furnished in written, oral, or diagram form.

  • Ability to solve problems and deal with a variety of concrete variables in situations where only limited standardization exists.

  • Define problems, collect data, establish facts and draw valid conclusions.

  • Evaluate trends in data or information.

  • Ability to read, analyze and interpret both internal and external documents such as general media/publications, professional journals, technical procedures, governmental regulations, policies, proposals, and standard operating procedures.

  • Confident, comfortable communicator with strong written and verbal communication skills.

  • Strong presentation skills with demonstrated ability to influence at all levels of management through clear, informed and logical discussions/presentations.


  • No Licensure or Certification Required.

Travel Requirements

  • Travel Type: Regional Domestic

  • Travel Amount: up to 25%

This 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, veterans 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.

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, veterans status, or genetic information. Opportunities throughout LFG are available to employees and applicants and are evaluated on the basis of job qualifications. We have a drug free work environment and we perform pre-employment substance abuse testing.