Sr. Consultant, Portfolio Management

Job description

**Alternate Locations:** US All Regions; 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 #:** 75278
**The Role at a Glance**
This role serves as a strategic partner across Pricing, Underwriting, and cross-functional teams to guide technology enhancements, support long-term roadmap execution, and drive process improvement.

You will research trends and opportunities to uncover business value, collaborating with stakeholders to validate assumptions and ensure effective prioritization.

The ideal candidate will balance tactical execution with strategic foresight, ensuring business value is delivered consistently and sustainably.
**What you'll be doing**
+ Support Technology Enhancements
+ Guide prioritization of tool and system enhancements aligned with quarterly OKRs and long-term goals
+ Partner with Product Owners to ensure consistent prioritization across domains
+ Evaluate enhancement requests and define high-level business requirements
+ Optimize resource allocation by challenging low-value work
+ Collaborate with cross-functional teams to ensure operational readiness and successful adoption
+ Advance Long-Term Roadmap
+ Lead development of strategic business requirements for scalable, future-focused initiatives
+ Represent Pricing & Underwriting in major cross-functional efforts
+ Gather and synthesize input to recommend solutions aligned with enterprise goals
+ Drive Process Improvement
+ Identify and prioritize opportunities to streamline business processes
+ Engage stakeholders to ensure focus on high-impact improvements
+ Facilitate change adoption and maintain transparent communication
+ Partner on post-launch optimization to enhance efficiency and value delivery
+ Promote a Strong, Inclusive Culture
+ Champion a values-driven environment focused on trust, development, and engagement
+ Lead change with purpose and model ethical leadership
+ Build trust through impactful contributions and inclusive collaboration
**What we’re looking for**
_Must-haves:_
+ 5-7 years of experience in Business Process Improvement including project management experience and/or work experience which directly relates to the responsibilities of the position.
+ Proficiency in Underwriting systems, tools, and processes (Quest and UWWB platforms)
+ Strong working knowledge of Microsoft Excel, VBA coding is a plus.
+ Experience or understanding of the Agile IT development methodology.
+ 4 Year/Bachelor's degree or equivalent work experience (4 years of experience in lieu of Bachelor's) (Minimum Required)
**Application Deadline**
Applications for this position will be accepted through December 1, 2025, 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 (https://www.lincolnfinancial.com/public/aboutus/careers/lifeatlincoln#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 $93,300 - $169,700 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.
**About The Company**
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 services.
With our 120-year track record of expertise and integrity, millions of customers trust our solutions and service to help put their goals in reach.
Lincoln Financial Distributors, a broker-dealer, is the wholesale distribution organization of Lincoln Financial.

Lincoln Financial is the marketing name for Lincoln Financial Corporation and its affiliates including The Lincoln National Life Insurance Company, Fort Wayne, IN, and Lincoln Life & Annuity Company of New York, Syracuse, NY.

Lincoln Financial affiliates, their distributors, and their respective employees, representatives and/or insurance agents do not provide tax, accounting or legal advice.
Lincoln is committed to creating an inclusive (https://www.lincolnfinancial.com/public/aboutus/companyoverview/ourvalues/diversityinclusion) environment and is proud to be an equal opportunity employer.

All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.
Follow us on Facebook (https://www.facebook.com/lincolnfinancial/) , X (https://mobile.twitter.com/lincolnfingroup) , LinkedIn (https://www.linkedin.com/company/lincolnfinancial/) , Instagram (https://www.instagram.com/lincolnfinancial/) , and YouTube (https://www.youtube.com/@Lincoln_Financial) .

For the latest company news, visit our newsroom (https://www.lincolnfinancial.com/public/aboutus/newsroom) .
**Be Aware of Fraudulent Recruiting Activities**
If you are interested in a career at Lincoln, we encourage you to review our current openings and apply on our website.

Lincoln values the privacy and security of every applicant and urges all applicants to diligently protect their sensitive personal information from scams targeting job seekers.

These scams can take many forms including fake employment applications, bogus interviews and falsified offer letters.
Lincoln will not ask applicants to provide their social security numbers, date of birth, bank account information or other sensitive information in job applications.

Additionally, our recruiters do not communicate with applicants through free e-mail accounts (Gmail, Yahoo, Hotmail) or conduct interviews utilizing video chat rooms.

We will never ask applicants to provide payment during the hiring process or extend an offer without conducting a phone, live video or in-person interview.

Please contact Lincoln's fraud team at fraudhotline@lfg.com if you encounter a recruiter or see a job opportunity that seems suspicious.
**Additional Information**
This position may be subject to Lincoln’s Political Contribution Policy.

An offer of employment may be contingent upon disclosing to Lincoln the details of certain political contributions.

Lincoln may decline to extend an offer or terminate employment for this role if it determines political contributions made could have an adverse impact on Lincoln’s current or future business interests, misrepresentations were made, or for failure to fully disclose applicable political contributions and or fundraising activities.
Any unsolicited resumes or candidate profiles submitted through our web site or to personal e-mail accounts of employees of Lincoln Financial are considered property of Lincoln Financial and are not subject to payment of agency fees.
Lincoln Financial (Lincoln or the Company) is an Equal Opportunity employer and, as such, is committed in policy and practice to recruit, hire, compensate, train and promote, in all job classifications, without regard to race, color, religion, sex, age, national origin or disability.

Opportunities throughout Lincoln are available to employees and applicants are evaluated on the basis of job qualifications.

If you are a person with a disability that impedes your ability to express your interest for a position through our online application process, or require TTY/TDD assistance, contact us by calling 260-455-2558.
This Employer Participates in E-Verify.

See the E-Verify (https://www.e-verify.gov) notices.
Este Empleador Participa en E-Verify.

Ver el E-Verify (https://www.e-verify.gov/es) avisos.
Lincoln Financial Group (LFG) is an Equal Opportunity employer and, as such, is committed in policy and practice to recruit, hire, compensate, train and promote, in all job classifications, without regard to race, color, religion, sex (including pregnancy), age, national origin, disability, sexual orientation, gender identity and expression, veterans status, or genetic information.

Opportunities throughout LFG are available to employees and applicants and are evaluated on the basis of job qualifications.

We have a drug free work environment and we perform pre-employment substance abuse testing.

Required Skill Profession

Other General