Portfolio Development Consultant

Alternate Locations: Radnor, PA (Pennsylvania);
Charlotte, NC (North Carolina);
Fort Wayne, IN (Indiana);
Omaha, NE (Nebraska)

Work Arrangement: Hybrid :
Employee will work 3 days a week in a Lincoln office

Relocation assistance: is not available for this opportunity.

Requisition #: 75767

As the Portfolio Development Consultant
, you will consult/ analyze and provide direction on more complex projects/initiatives for your assigned areas. You will also act as a resource to applicable internal/external stakeholders as they define initiatives and/or programs based on a business strategy through research and analysis. The results and findings of this impact analysis process will be the basis for the future initiative in the respective portfolio.

• Partners with internal stakeholders and business leaders to design more complex business solutions which result in enhanced quality and reduced cost
• Identifies and/or validates if the proposed solution will meet the business needs
• Provides more complex recommendations and guidance on alternative approaches and/or solutions to meet business needs
• Collaborates effectively with management & appropriate stakeholders on issues or impacts to the business
• Identifies departmental impacts and initiative resourcing needs
• Delivers consistent project artifacts/templates, techniques, and adherence in support of initiatives
• Champions and enhances organizational initiatives by positively influencing and supporting change management and/or departmental/enterprise initiatives
• Serves as a resource to team members and applicable internal/external stakeholders on more complex assignments/projects
• Identifies and recommends process improvements that significantly reduce workloads or improve quality
• Consults/Analyze on more complex assignments and/or projects

Must-haves:

• 3 – 5+ years experience in Project Management that directly aligns with the responsibilities of the role
• 4 year/Bachelors degree or equivalent work experience (4 years of experience in lieu of Bachelors)
• Strong project management skills including, critical ability to coordinate and balance multiple projects in a time-sensitive environment, under pressure, and meeting deadlines
• Demonstrated strong relationship management skills with internal clients (e.g., management, peers and colleagues); proven ability to develop collaborative approaches
• Demonstrates ability to identify and recommend process improvements
• Demonstrates excellent organizational skills with the ability to prioritize workload and multi-task while maintaining strict attention to detail
• Demonstrates strong interpersonal skills with a collaborative style

Nice-to-haves:

• Experience working in Agile environments
• Working knowledge of Retirement Plan Services

Applications for this position will be accepted through February 27th, 2026, subject to earlier closure due to applicant volume.

At Lincoln Financial, 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.

• 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

The pay range for this position is $72,900 - $131,600 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,…