Training Consultant- Retirement Plan Services

Alternate Locations: Fort Wayne, IN (Indiana)

Work Arrangement:

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

Relocation assistance: is not available for this opportunity.

Requisition #: 76282



The Role at a Glance

As a Training Consultant, you will act as a resource to aligned internal business partners and stakeholders by consulting on, developing and implementing more complex training programs to ensure organizational readiness. You will also be responsible for comprehensive curriculum development including the design, development, coordination and delivery of projects and training that support the goals and strategic development efforts of Retirement Plan Services.

What You'll Be Doing

• Acts as a trusted training resource by ensuring training materials, procedure plans and/or programs reflect business needs and support organizational readiness
• Develops, implements and evaluates more complex training plans and programs to meet departmental training objective
• Develops more complex training materials, procedures, manuals and/or visual aids to meet objectives of assigned area(s)
• Develops and conducts more complex training needs assessments and determines training requirements for new program development
• Conducts training and ongoing training evaluations to ensure effectiveness of programs and recommends more complex training modifications as necessary
• Proactively collaborates and communicates with internal/external stakeholders to address training gaps to support organizational performance
• May serve as a mentor and share knowledge with junior and peer team members
• Manages, conducts and/or participates in training projects
• Delivers in-person training 3-5 days/week in Fort Wayne office

What We’re Looking For

Must-have:

• 3+ years’ experience in training and/or retirement operations/call center
• 4 Year/Bachelor's degree or equivalent work experience (4 years of experience in lieu of Bachelor's)
• Ability to maneuver through multiple systems/databases/platforms/software.
• Proven ability to be adaptable/flexible as business needs change
• Highly proficient in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)
• Presentation or public speaking skills
• Ability to communicate training needs using various communication methods such as storyboards to support e-learning, traditional classroom, virtual classroom, conference calls, etc.

Nice-to have:

• Retirement plan operations experience
• Ability to evaluate information and the implications of a course of action or solution
• Excellent organizational skills with the ability to prioritize workload and multi-task while maintaining strict attention to detail
• Ability to assess risk and make proper determinations while keeping the best interest of the business in mind
• Instructional design education or experience

Final date to receive applications

Applications for this position will be accepted through August 14th, 2026 subject to earlier closure due to applicant volume

What’s it like to work here?

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.

What’s in it for you:

• 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, location,…