Implementation Partner, Director

Alternate Locations:
Work from Home

Work Arrangement:

Remote :
Work at home employee residing outside of a commutable distance to an office location.

Relocation assistance: is not available for this opportunity.

Requisition #: 76170

The Role at a Glance

We are excited to bring on an Implementation Partner to join our Retirement Plan Services organization supporting Workplace Solutions in a work from home environment.

Background Details

As an Implementation Partner, you will play a key role in the successful onboarding and setup of retirement plans within the Director product. In this client-facing role, you will consult, analyze, and deliver on implementation assignments while partnering closely with customers, internal teams, and external stakeholders. You will act as a central liaison throughout the onboarding process-guiding clients through plan setup, translating complex plan requirements, and ensuring a smooth and efficient implementation experience.

This position requires strong project management skills, attention to detail, and the ability to advocate on behalf of the customer to drive successful outcomes. If you are energized by collaboration, problem-solving, and delivering a high-quality client experience, please read on!

What you'll be doing

* You will lead and project manage the implementation of plan onboarding activities, partnering with third-party providers to support specific client needs, primarily within the Group Plan space (e.g., PEPs and MEPs).

* You will collaborate with external customers and internal teams to develop and execute effective implementation timelines through both proactive and responsive engagement.

* You will build, enhance, and maintain strong relationships with client contacts, ensuring overall service requirements and expectations are met.

* You will serve as a subject matter resource to internal stakeholders on complex implementation solutions that optimize client requirements and drive desired business outcomes.

* You will develop, maintain, and execute complex onboarding activities that support client service needs while contributing to business objectives, profitability, and client retention within the retirement services organization.

* You will identify, recommend, and champion process improvements and organizational initiatives to positively influence team performance and quality.

What we're looking for

Must-have experience (Required):

* 4 Year/Bachelor's degree or equivalent work experience (4 years of experience in lieu of Bachelor's).

* 3 - 5+ Years of experience in implementation/relationship management and onboarding of retirement plans that directly aligns with the specific responsibilities for this position.

* Demonstrated ability to communicate clearly and concisely, both verbally and in writing, including through presentations.

* Demonstrated skills in project management, organization, negotiation, persuasion, presentation, and problem-solving.

* Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).

Nice-to have Experience (Preferred):

* Strong analytical and problem-solving skills.

* Ability to operate in a consultative manner with internal and external stakeholders at all levels..

* Demonstrated strong relationship management skills and a proven ability to develop collaborative approaches.

* Strong project management experience.

Travel Requirements

* Up to 20%

Final date to receive applications

Applications for this position will be accepted through June 30, 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…