Sr. Consultant, Portfolio Management

Lincoln Financial; Salem (OR); Remote; USD 93,000 - 170,000; Full time

Job summary

A leading financial services organization is seeking a strategic partner for the technology enhancements across Pricing and Underwriting. This position will involve guiding long-term roadmap execution and driving process improvements while collaborating with stakeholders. The ideal candidate will have 5-7 years of relevant experience, a Bachelor's degree, and proficiency in underwriting systems. This role offers a competitive salary and remote work arrangements.

Benefits

Career tracks and job levels

Leadership development

PTO/parental leave

Competitive 401K and employee benefits

Tuition assistance program

Qualifications

• 5-7 years of experience in Business Process Improvement, including project management.
• Proficiency in Underwriting systems, tools, and processes.
• Strong knowledge of Microsoft Excel; VBA coding is a plus.
• Experience or understanding of Agile methodology.

Responsibilities

• Support technology enhancements and guide prioritizations.
• Lead development of strategic business requirements.
• Identify opportunities to streamline processes.
• Champion a values-driven environment focused on trust and development.

Skills

Business Process Improvement

Project Management

Underwriting systems

Microsoft Excel

Agile IT development

Education

4 Year/Bachelor's degree or equivalent work experience

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

• 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 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 (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

Pay Range

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.

Equal Opportunity Employer

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 identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.