Pricing and Reporting Consultant (Retirement Plan Services)

Alternate Locations : Work from Home; Boston, MA (Massachusetts); Charlotte, NC (North Carolina); Dover, NH (New Hampshire); Fort Wayne, IN (Indiana); Greensboro, NC (North Carolina); Hartford, CT (Connecticut); Omaha, NE (Nebraska); Radnor, PA (Pennsylvania); US All Regions

Work Arrangement :

Hybrid / Flexible : Work at home and use the office as appropriate for in-person collaboration.

Relocation assistance : is not available for this opportunity.

Requisition # : 74202

The Role at a Glance

As a Pricing and Reporting Consultant in Retirement Plan Services, you will support various pricing and risk initiatives, complete ad hoc projects, and provide operational support to help profitably grow the business.

What you'll be doing

Reporting – Provide support for comprehensive reporting of sold business including key financial metrics to corporate stakeholders and RPS management, identifying ways to streamline processes and provide insight into key business trends and market risks

Ad hoc projects – Support the business by identifying trends, analyzing financial results, and employing automation concepts to help meet the business’s long-term strategic goals

Pricing – Perform pricing analysis for retirement plans and stable value products; Contribute to the design, build, modification, and review of modeling tools, present results to team members and business stakeholders

Risk – Analyze various risk management strategies, changes in investment strategies, and the benefits and limitations of hedging strategies on product risk and profitability

Product – Support the design of new product features, market positioning and adjacent businesses considering capital and profit implications. Develop presentations, training materials, marketing pieces and other documentation for internal and external use

Operations – Provide administrative support for various product initiatives, maintaining strict controls and limiting operational risk

What we’re looking for

Must-haves :

3-5 years of experience in a pricing, reporting, or risk management role in financial services

Strong technical skills and demonstration of understanding actuarial / mathematical / financial concepts as well as programming languages (VBA, Python, Dataiku) Advanced Excel skills

Ability to participate as a member of a high-performing team

Ability to work independently on analyzing data, identifying trends, and drawing valid conclusions

Bachelor’s degree in Actuarial Science, Economics, Accounting, Finance, Data Science or similar discipline

Nice-to-have :

Actuary or Data Science experience

Underwriting or pricing experience

Application Deadline

Applications for this position will be accepted through 3 / 7 / 2025 subject to earlier closure due to applicant volume.

LI-Remote

What’s it like to work here?

At Lincoln Financial Group, 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 Lincoln leadership Attribute.

Leadership development and virtual training opportunities

PTO / parental leave

Competitive 401K and employee benefits (https : / / hrdirectdocs.lfg.com / misc / HR / Recruiting / BenefitsResourcesGuide.pdf)

Free financial counseling, health coaching and employee assistance program

Tuition assistance program

A leadership team that prioritizes your health and well-being; offering a remote work environment and flexible work hybrid situations

Effective productivity / technology tools and training

The pay range for this position is $69,000 - $124,600 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, 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 Group helps people to plan, protect and retire with confidence. As of Dec. 31, 2023, approximately 17 million customers trust our guidance and solutions across four core businesses – annuities, life insurance, group protection and retirement plan services. As of December 31, 2023, the company had $295 billion in end-of-period account balances, net of reinsurance. Headquartered in Radnor, Pa., Lincoln Financial Group is the marketing name for Lincoln National Corporation (NYSE : LNC) and its affiliates. Learn more at LincolnFinancial.com.

Lincoln is committed to creating a diverse and inclusive (https : / / www.lfg.com / public / aboutus / companyoverview / diversityinclusion?audience_page_id=1422918942386) 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 (http : / / www.facebook.com / lincolnfinancialgroup) , X (https : / / mobile.twitter.com / lincolnfingroup) , LinkedIn (https : / / www.linkedin.com / company / 4307?trkInfo=tas:lincoln financial,idx:3-1-3&trk=tyah) , and Instagram (https : / / www.instagram.com / lincolnfingroup / ) . 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 Group are considered property of Lincoln Financial Group and are not subject to payment of agency fees.

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, Veteran status, or genetic information. 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.

Salary : $69,000 - $124,600