VP, Expense Transformation

Lincoln Financial; Radnor (Delaware County); Hybrid; USD 217,000 - 347,000; Full time

Benefits offered by this job

PTO/ parental leave

Competitive 401K

Employee benefits

Tuition assistance

Career development

Hybrid work arrangements

Financial counseling

Job summary

Lincoln Financial is seeking a VP, Expense Transformation to lead the Expense Efficiency Office, driving strategic initiatives and measurable value across multiple business areas. You will manage senior stakeholders, translate opportunities into roadmaps, and ensure execution with governance discipline.

In this hybrid role, you will shape operating models, partner across HR and business leaders, and build a scalable program that delivers substantial reinvestment of savings while advancing

Qualifications

• 12+ years experience in Expense Mgmt/Transformation aligned to responsibilities.
• 5+ years of senior management experience in a large complex organization.
• Bachelor’s degree or equivalent work experience.
• Proven success leading large-scale transformation with multiple workstreams and governance forums.
• Strong strategic, financial, and analytical capabilities with business case skills.
• Exceptional communication, relationship management, and executive presentation skills.
• Ability to operate in ambiguous environments and drive results through influence.

Responsibilities

• Lead the Expense Efficiency Office and oversee strategic efficiency initiatives across business areas.
• Direct and develop a team of PMO resources, workstream leads, and financial analysts.
• Partner with senior leaders to convert opportunities into executable roadmaps and value plans.
• Establish and maintain portfolio management with milestones, risks, and benefits realization.
• Drive alignment across multiple workstreams and escalate critical risks as needed.
• Provide updates and strategic recommendations to executive governance forums.
• Develop governance for evaluating and reinvesting efficiency savings.
• Scale the EEO office with evolving operating models and governance processes.
• Collaborate with HR and business leaders on planning, change management, and communications.

Skills

Expense management

Transformation leadership

Strategic planning

Financial analysis

Executive communication

Stakeholder management

Change management

Education

Bachelor’s degree

Job description

Alternate Locations

Radnor, PA (Pennsylvania); Charlotte, NC (North Carolina); Fort Wayne, IN (Indiana); Greensboro, NC (North Carolina); Hartford, CT (Connecticut); Omaha, NE (Nebraska)

Work Arrangement

Hybrid : Employee will work 3 days a week in a Lincoln office

Relocation assistance

is not available for this opportunity.

Requisition #

76638

The Role at a Glance

The VP, Expense Transformation leads the Expense Efficiency Office (EEO), driving the execution of strategic efficiency initiatives that enable reinvestment in the company’s highest priorities. This role sits at the center of a highly visible enterprise program, partnering with senior business, technology, finance, and AI leaders to turn identified opportunities into measurable business outcomes. The role is accountable for translating approved efficiency opportunities into actionable plans, orchestrating execution across multiple workstreams, and ensuring committed value is realized. Success requires a blend of strategic thinking, operational leadership, executive stakeholder management, and disciplined program execution. The Vice President will also help shape the governance framework that brings transparency, accountability, and consistency to enterprise investment and reinvestment decisions.

What You'll Be Doing

• Lead the Expense Efficiency Office and oversee a portfolio of strategic efficiency initiatives across multiple business and functional areas, ensuring delivery against enterprise objectives and committed financial outcomes.
• Direct and develop a team of Workstream Leads, PMO resources, and financial analysts, fostering accountability, collaboration, and execution excellence across the program.
• Partner with senior business, technology, finance, and AI leaders to convert identified opportunities into executable roadmaps, validated business cases, and measurable value realization plans.
• Establish and maintain a comprehensive portfolio management framework, including initiative tracking, milestone management, dependency oversight, risk management, and benefits realization.
• Drive alignment and decision making across multiple concurrent workstreams, proactively addressing barriers, resolving competing priorities, and escalating critical risks when necessary.
• Provide regular updates and strategic recommendations to executive governance forums, including the Expense Efficiency Governance Committee and Strategic Investment Committee.
• Partner with governance stakeholders to develop and continuously enhance the framework for evaluating, prioritizing, and reinvesting efficiency generated savings.
• Build and scale the ETO office over time, evolving operating models, capabilities, team structure, and governance processes to support enterprise growth.
• Establish an effective operating model for partnership with HR and business leaders throughout initiative planning, change management, workforce impact assessment, and leadership communications.

What We’re Looking For

Must-Haves

• 12+ Years experience in Expense Mgmt/Transformation that directly aligns to the specific responsibilities of this position.
• 5+ Years of senior management experience in a large complex organization including influencing senior management and critical stakeholder responsibility.
• Bachelor’s degree or equivalent work experience
• Demonstrated success leading large scale transformation or efficiency programs involving multiple workstreams, diverse stakeholder groups, and executive governance forums.
• Strong strategic, financial, and analytical capabilities, including experience developing business cases and measuring value realization.
• Exceptional communication, relationship management, and executive presentation skills.
• Proven ability to operate effectively in ambiguous environments, build alignment across stakeholders, and drive results through influence.

Application Deadline

Applications for this position will be accepted through October, 31, 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
• Effective productivity/technology tools and training

The pay range for this position is $216,750 - $346,800 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 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.

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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 [phone].

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