VP, Participant Engagement

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

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 #: 76244

The Role at a Glance

As the VP, Participant Engagement, you will be a strategic, forward-thinking leader to transform and scale our Retirement Consultant model, delivering measurable participant outcomes while driving asset growth and broader adoption of workplace retirement wellness and individual solutions. You will lead a national team focused on improving participant outcomes, maximizing plan participation, increasing savings rates and driving asset retention. You will also leverage AI, automation, and digital capabilities to expand reach, personalize experiences, and enhance team effectiveness.

What you'll be doing

* Sets the strategic vision and operating model for the Retirement Consultant organization to deliver personalized, scalable engagement that improves participant outcomes

* Advances education related to retirement readiness and financial decision-making that translates into action, improving savings rates, financial literacy, asset consolidation, and retirement preparedness

* Drives asset retention and expansion, including IRA rollovers, plan roll-ins, and account consolidation, building a strategy to expand scope of team to support selling retail retirement income solutions (i.e, annuities) and adoption of voluntary benefits

* Deploys data, AI, and digital tools (e.g., next-best action, personalization, workflow automation) to scale reach, effectiveness, and efficiency

* Lead and develop a national retirement consultant team with strong capabilities in participant education, engagement, and retirement-related conversations. Leverage data to share strategic recommendations and future engagement strategies

* Partners across product and distribution to increase adoption of retirement plan features, managed accounts, financial wellness programs, and retail retirement income solutions

* Acts as a thought leader on participant behavior, engagement strategies, and retirement trends to inform business and product direction

What we're looking for

Must-haves:

* 12+ Years experience in retirement plan services that directly relates to the responsibilities

* 5 years of managerial, supervisory, and/or demonstrated leadership experience including influencing senior management

* Proven success leading and scaling participant engagement or client-facing models

* Deep expertise in defined contribution plans, participant education, and retirement income concepts

* Demonstrated ability to drive asset growth (rollovers, retention, consolidation)

* Experience leveraging AI, automation, and digital tools to enhance engagement and scale

* Strong executive presence and ability to influence cross-functional stakeholders

* FINRA SIE, S6, S63 within 90 days of hire (pre-registration preferred)

* Life & Health within 90 days of hire (pre-licensed preferred)

* Ability to travel 30%

Final date to receive applications

Applications for this position will be accepted through July 24th, 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

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