
Job Information
Lincoln Financial Group Sr. Portfolio Planning Program Manager in Radnor, Pennsylvania
Alternate Locations: Work from Home; Charlotte, NC (North Carolina); Dover, NH (New Hampshire); Fort Wayne, IN (Indiana); Greensboro, NC (North Carolina); Hartford, CT (Connecticut); Omaha, NE (Nebraska); Radnor, PA (Pennsylvania)
Work Arrangement:
Hybrid/Flexible : Work at home and use the office as appropriate for in-person collaboration.
Relocation assistance: is not available for this opportunity.
Requisition #: 74388
The Role at a Glance
We are excited to be hiring a Sr. Consultant, Portfolio Planning Program Manager (PPM) in our RPS Business Continuous Improvement, Agile Product Management, and Production Support team. We are on an exciting journey to transforming our Retirement Plan Services (RPS). This role will run core program management efforts at the domain level and oversees accountability across the execution teams. You will understand the interdependencies between portfolios and value streams and potential financial impacts. You will also facilitate domain-level prioritization through consultation with business and technology teams and fosters agile operating model planning and ceremonies. Your primary objective is to keep the RPS portfolio strategic and forward-looking, aligning with enterprise goals and staying ahead of the business plan.
What you'll be doing
Partners with business Portfolio Owner and/or IT external groups without Portfolio Owners (ETO, Compliance, other, etc) to explore an idea or opportunity and evolve it into a potential initiative for intake assessment and prioritization
Identifies alternatives for portfolio sequencing, rebalancing, and adjustments through partnership with Product and Platform Leader(s)
Enables portfolio transparency and ensures portfolio strategies and enterprise roadmaps are defined and available to stakeholders
Supports domain-level and portfolio-level planning, coordination, capacity, strategy development and road mapping efforts led by the product organization
Promotes communication and alignment across business, product, and technology teams to ensure progression in delivery against the domain’s goals and the portfolios’ goals
Drives accountability across teams to achieve committed objectives within established time frames and established capacity/budget
Manages domain-level and portfolio-level risks, issues, and dependencies, mitigating and quickly escalating to the appropriate stakeholders, where needed
Works with peers and Finance to manage spend and track against benefits realization targets
Drives accountability across the portfolios and help overcome roadblocks throughout the planning and execution process as well as delivery of overall objectives/OKR’s/ KPI’s/ measure of success
Reviews and supports resource constraints mitigation to maximize portfolio efficiency and ensure benefits are realized
Delivers domain-level updates at all levels of the organization, including preparation and delivery of supporting documents (i.e., slides and financial summaries)
What we’re looking for
Must-haves:
5+ Years experience in portfolio management and/or demonstrated leadership experience that directly aligns with the specific responsibilities for this position
4 Year/Bachelor’s degree or equivalent work experience (4 years of experience in lieu of Bachelor's)
Excellent Strategic, communication, and presentation skills, capable of developing and communicating complex information as appropriate to an audience
Demonstrates strong relationship management skills with internal customers (e.g. senior management, peers and colleagues); proven ability to develop creative and collaborative approaches
Demonstrates strong working knowledge of insurance products, business functions, concepts and services
Ability to think critically, analyze complex information and to evaluate the implications of a course of action or solution
Serves as a mentor and shares expertise with team members
Working knowledge of lean & agile values, principles and practices
Application Deadline
Applications for this position will be accepted through April 18th, 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 (https://hrdirectdocs.lfg.com/misc/HR/Recruiting/BenefitsResourcesGuide.pdf)
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 productivity/technology tools and training
The 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 Company
Lincoln 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 at LincolnFinancial.com.
Lincoln is committed to creating a diverse and inclusive (https://www.lfg.com/public/aboutus/companyoverview/diversityinclusion?audience_page_id=1422918942386) 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 Facebook (http://www.facebook.com/lincolnfinancialgroup) , X (https://mobile.twitter.com/lincolnfingroup) , LinkedIn (https://www.linkedin.com/company/4307?trkInfo=tas%3Alincoln+financial%2Cidx%3A3-1-3&trk=tyah) , and Instagram (https://www.instagram.com/lincolnfingroup/) . For the latest company news, visit our newsroom (https://www.lincolnfinancial.com/public/aboutus/newsroom) .
Be Aware of Fraudulent Recruiting Activities
If 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 fraudhotline@lfg.com if you encounter a recruiter or see a job opportunity that seems suspicious.
Additional Information
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 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 E-Verify (https://www.e-verify.gov) notices.
Este Empleador Participa en E-Verify. Ver el E-Verify (https://www.e-verify.gov/es) avisos.
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.
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