Sets the strategic vision and operating model for the Retirement Consultant organization to deliver personalized, scalable engagement that improves participant outcomes
Advances education related to retirement readiness and financial decision-making that translates into action, improving savings rates, financial literacy, asset consolidation, and retirement preparedness
Drives asset retention and expansion, including IRA rollovers, plan roll-ins, and account consolidation, building a strategy to expand scope of team to support selling retail retirement income solutions (i.e, annuities) and adoption of voluntary benefits
Deploys data, AI, and digital tools (e.g., next-best action, personalization, workflow automation) to scale reach, effectiveness, and efficiency
Lead and develop a national retirement consultant team with strong capabilities in participant education, engagement, and retirement-related conversations. Leverage data to share strategic recommendations and future engagement strategies
Partners across product and distribution to increase adoption of retirement plan features, managed accounts, financial wellness programs, and retail retirement income solutions
Acts as a thought leader on participant behavior, engagement strategies, and retirement trends to inform business and product direction

12+ Years experience in retirement plan services that directly relates to the responsibilities
5 years of managerial, supervisory, and/or demonstrated leadership experience including influencing senior management
Proven success leading and scaling participant engagement or client-facing models
Deep expertise in defined contribution plans, participant education, and retirement income concepts
Demonstrated ability to drive asset growth (rollovers, retention, consolidation)
Experience leveraging AI, automation, and digital tools to enhance engagement and scale
Strong executive presence and ability to influence cross-functional stakeholders
FINRA SIE, S6, S63 within 90 days of hire (pre-registration preferred)
Life & Health within 90 days of hire (pre-licensed preferred)
Ability to travel 30%

Clearly defined career tracks and job levels, along with associated behaviors for each of Lincoln's core values and leadership attributes
Leadership development and virtual training opportunities
PTO/parental leave
Competitive 401K and employee benefits
Free financial counseling, health coaching and employee assistance program
Tuition assistance program
Work arrangements that work for you
Effective productivity/technology tools and training

VP, Participant Engagement

Key skills