Portfolio Development Consultant
Lincoln Financial Group, Fort Wayne, Indiana, United States, 46804
Be Aware of Fraudulent Recruiting Activities : 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.
Requisition #75767
Work Arrangement : Hybrid — Employee will work 3 days a week in a Lincoln office.
Relocation assistance : is not available for this opportunity.
What the Role Is About As the
Portfolio Development Consultant , you will consult and analyze complex projects and initiatives for your assigned areas. You will also act as a resource for internal and external stakeholders as they define programs based on a business strategy through research and analysis. The results of this impact analysis will be the basis for the future initiative in the respective portfolio.
What you’ll be doing
Partner with internal stakeholders and business leaders to design more complex business solutions that enhance quality and reduce cost.
Identify and/or validate that the proposed solution meets business needs.
Provide complex recommendations and guidance on alternative approaches to meet business needs.
Collaborate effectively with management and appropriate stakeholders on issues or impacts to the business.
Identify departmental impacts and initiative resourcing needs.
Deliver consistent project artifacts, templates, techniques, and adherence in support of initiatives.
Champion and enhance organizational initiatives by supporting change management and departmental/enterprise initiatives.
Serve as a resource to team members and stakeholders on complex assignments and projects.
Identify and recommend process improvements that significantly reduce workloads or improve quality.
Consult and analyze on more complex assignments and projects.
What we’re looking for Must-haves
3–5+ years of experience in Project Management that directly aligns with the responsibilities of the role.
Bachelor’s degree or equivalent work experience (4 years of experience in lieu of a Bachelor’s).
Strong project management skills, including critical ability to coordinate and balance multiple projects in a time-sensitive environment, under pressure, and meeting deadlines.
Demonstrated strong relationship management skills with internal clients (e.g., management, peers, and colleagues); proven ability to develop collaborative approaches.
Demonstrated ability to identify and recommend process improvements.
Excellent organizational skills with the ability to prioritize workload and multi‑task while maintaining strict attention to detail.
Strong interpersonal skills with a collaborative style.
Nice-to-haves
Experience working in Agile environments.
Working knowledge of Retirement Plan Services.
Application Deadline Applications for this position will be accepted through February 27th, 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.
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 $72,900 - $131,600 with
anticipated pay for new hires between the minimum and midpoint of the range ; pay may 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, 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.
Equal Employment Opportunity Lincoln is committed to creating an inclusive 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.
Political Contribution Policy This position may be subject to Lincoln’s Political Contribution Policy. An offer of employment may be contingent upon disclosing to Lincoln 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, or if 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 website or to personal e‑mail accounts of Lincoln Financial employees are considered property of Lincoln Financial and are not subject to payment of agency fees.
Lincoln Financial is an Equal Opportunity Employer and provides accommodation for applicants with disabilities. If you require assistance with the application process, contact us at 260‑455‑2558.
This Employer Participates in E‑Verify. See the E‑Verify notices.
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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.
Requisition #75767
Work Arrangement : Hybrid — Employee will work 3 days a week in a Lincoln office.
Relocation assistance : is not available for this opportunity.
What the Role Is About As the
Portfolio Development Consultant , you will consult and analyze complex projects and initiatives for your assigned areas. You will also act as a resource for internal and external stakeholders as they define programs based on a business strategy through research and analysis. The results of this impact analysis will be the basis for the future initiative in the respective portfolio.
What you’ll be doing
Partner with internal stakeholders and business leaders to design more complex business solutions that enhance quality and reduce cost.
Identify and/or validate that the proposed solution meets business needs.
Provide complex recommendations and guidance on alternative approaches to meet business needs.
Collaborate effectively with management and appropriate stakeholders on issues or impacts to the business.
Identify departmental impacts and initiative resourcing needs.
Deliver consistent project artifacts, templates, techniques, and adherence in support of initiatives.
Champion and enhance organizational initiatives by supporting change management and departmental/enterprise initiatives.
Serve as a resource to team members and stakeholders on complex assignments and projects.
Identify and recommend process improvements that significantly reduce workloads or improve quality.
Consult and analyze on more complex assignments and projects.
What we’re looking for Must-haves
3–5+ years of experience in Project Management that directly aligns with the responsibilities of the role.
Bachelor’s degree or equivalent work experience (4 years of experience in lieu of a Bachelor’s).
Strong project management skills, including critical ability to coordinate and balance multiple projects in a time-sensitive environment, under pressure, and meeting deadlines.
Demonstrated strong relationship management skills with internal clients (e.g., management, peers, and colleagues); proven ability to develop collaborative approaches.
Demonstrated ability to identify and recommend process improvements.
Excellent organizational skills with the ability to prioritize workload and multi‑task while maintaining strict attention to detail.
Strong interpersonal skills with a collaborative style.
Nice-to-haves
Experience working in Agile environments.
Working knowledge of Retirement Plan Services.
Application Deadline Applications for this position will be accepted through February 27th, 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.
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 $72,900 - $131,600 with
anticipated pay for new hires between the minimum and midpoint of the range ; pay may 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, 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.
Equal Employment Opportunity Lincoln is committed to creating an inclusive 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.
Political Contribution Policy This position may be subject to Lincoln’s Political Contribution Policy. An offer of employment may be contingent upon disclosing to Lincoln 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, or if 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 website or to personal e‑mail accounts of Lincoln Financial employees are considered property of Lincoln Financial and are not subject to payment of agency fees.
Lincoln Financial is an Equal Opportunity Employer and provides accommodation for applicants with disabilities. If you require assistance with the application process, contact us at 260‑455‑2558.
This Employer Participates in E‑Verify. See the E‑Verify notices.
#J-18808-Ljbffr