What are the responsibilities and job description for the Manager of Client Services Money Out position at Lincoln Financial?
Alternate Locations: US All Regions
Work Arrangement: Work from Home
Relocation assistance: is not available for this opportunity.
Requisition #: 69726
The Role at a Glance
We are excited to bring on a manager to join the Money Out Team supporting our Retirement Plan Services organization to work in our Remote environment.
Background Details
As the Manager of the Retirement Plan Money Out team, you will manage a large team and oversee the processing of financial transactions and ensure that all items are completed timely and accurately. You will build relationships cross functionally that lead to providing excellent customer service, increasing revenue, and reducing risk. You will drive process improvements to deliver quality results, increase customer satisfaction, standardize, and simplify the experience across products, and enhance the Lincoln brand.
What you'll be doing
- You will lead the Money Out team in an environment that is constantly changing due to reengineering efforts as well as strategic and organizational initiatives. You will maintain knowledge on current and emerging developments/trends for assigned area(s) of responsibility, assesses the impact, and collaborate with management to incorporate new trends and developments in current and future solutions. In addition, you are responsible for processes and procedures assigned to your area(s) of responsibility.
- You will establish and implement, with your peer group, individual and team priorities, performance goals and objectives to ensure completion of responsibilities. In addition, you will provide training and development opportunities, including stretch assignments, for the team while providing open and honest feedback to aid in the development of talent.
- You will serve as a resource to team members and internal/external stakeholders on more complex assignments/projects for their assigned area(s) of responsibility including review and review of more complex escalated issues and concerns from participants, peers, and partners for your assigned area(s) of responsibilities.
- You will provide training and development opportunities for team members, including stretch assignments, and give open and honest feedback to aid in the development of talent
- You will maintain collaborative relationships with key internal stakeholders
- You will report on metrics and provide analysis of the area’s performance, identifying and communicating trends and issues to leadership, while looking for opportunities to improve the customer experience
What we're looking for
Must-haves:
- 4 Year/Bachelor's degree or equivalent work experience (4 years of experience in lieu of Bachelor's)
- 5 Years of experience in Client Services that directly aligns with the specific responsibilities for this position, including 2 years of managerial, supervisory, and/or demonstrated leadership experience
- Excellent organization skills with the ability to prioritize workload
- Strong communication, negotiation, relationship building, strategic, & interpersonal skills
- Demonstrates ability to successfully hire, retain, develop, and coach staff via a culture of real-time performance feedback
Nice-to-haves:
- Retirement plan operations experience
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:
- A clearly defined career framework to help you successfully manage your career
- 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
- 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
Work Arrangement
Work from Home : Employees will work from home and are not required to work in a Lincoln office on a regular basis.
About The Company
Lincoln Financial Group, a Fortune 200 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 $324 billion in end-of-period account values as of June 30, 2021.
Ranked one of the Best Large Employers in America and Best Employers for Women by Forbes magazine as well as one of Newsweek’s Most Responsible Companies, 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.
Headquartered in Radnor, Pennsylvania, Lincoln Financial Group is the marketing name for Lincoln National Corporation (NYSE: LNC) and its affiliates. The company had $324 billion in end-of-period account values as of June 30, 2021.
Ranked one of the Best Large Employers in America and Best Employers for Women by Forbes magazine as well as one of Newsweek’s Most Responsible Companies, 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.
Lincoln is committed to creating a diverse and inclusive 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.
Lincoln Financial Group is a committed corporate citizen included on major sustainability indices including the Dow Jones Sustainability Index North America and FTSE4Good. Dedicated to diversity and inclusion, we earned perfect 100 percent scores on the Corporate Equality Index and the Disability Equality Index. Follow us on Facebook, Twitter, LinkedIn, and Instagram. Sign up for email alerts at http://newsroom.lfg.com
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/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 notices.
Este Empleador Participa en E-Verify. Ver el E-Verify avisos.
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