Fund Administration and Operations Specialist

Alternate Locations: Fort Wayne, IN (Indiana);
Greensboro, NC (North Carolina);
Radnor, PA (Pennsylvania)

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

Relocation assistance: is not available for this opportunity.

Requisition #: 75128

This position provides support and coordination of financial operations for the insurance company separate accounts and LVIP Trust mutual fund complex. Specifically, this role will have oversight of pricing vendors during the nightly unit value process (hours are generally noon to 9 PM ET). Additional responsibilities include assisting in variable product releases, separate account reconciliations, and LVIP transfer agency oversight.

As Fund Administration and Operations – Specialist you will gain experience in:

• Operational and accounting functions related to variable separate accounts.
• Mutual fund transfer agency functions, in both an operational and oversight role.
• Supporting solution designing to enhance reporting and analytic capabilities.
• Assisting with developing automated solutions to streamline processes.
• Helping to transition manual deliverables to automated reports.
• Maintaining robust process and production documentation.
• Documenting changes and follow change management procedures.

• Undergraduate degree or 4 years of comparable work experience.
• 1-3 progressively increasing industry related work experience within mutual fund accounting/administration or public administration that directly aligns with the specific responsibilities for this position.
• Excellent organizational skills with the ability to prioritize workload and multi-task while maintaining strict attention to detail.
• Strong analytical and problem-solving skills;
  Independent, motivated, and collaborative.
• Effective written and verbal communication skills.
• Demonstrated commitment to continuous learning and development.
• Advanced Excel skills.

• Experience with variable life or annuity products.
• Experience writing SQL or VBA is a plus.

Applications for this position will be accepted through September 8, 2025, 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 $53,500 – $96,300 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.

Lincoln Financial (NYSE: LNC) helps people to confidently plan for their version of a successful future. We focus on identifying a clear path to financial security, with products including annuities, life insurance, group protection, and retirement plan…