Wellness Implementation & Enablement Consultant - Retirement Plan Solutions

Lincoln Financial Group; Radnor (Delaware County); Hybrid; USD 72,900 - 131,600; Full time

Job summary

Lincoln Financial Group is seeking a Wellness Implementation & Enablement Consultant – Retirement Plan Solutions to lead the wellness strategy across the Retirement Plan Solutions business. You will collaborate with Product, Distribution, Customer Experience, Marketing, Operations and external partners to launch, enable, adopt, and optimize wellness solutions.

The role emphasizes adoption, engagement, and performance insights to refine communications, customer touchpoints, and enablement

Qualifications

• 3-5+ years experience in relationship management or implementation aligned with responsibilities.
• Strong presentation skills with ability to influence at all levels of management through clear, informed discussions/presentations.
• Excellent written and verbal communication skills with senior management and internal constituents.
• 4 Year/Bachelor's degree or equivalent work experience.

Responsibilities

• Lead the implementation and launch of new wellness solutions, ensuring operational readiness and go-live.
• Partner with Product, Distribution, Marketing, Customer Experience, Operations, and external vendors to develop scalable models.
• Create and execute enablement strategies, training programs, and sales support materials for wellness offerings.
• Own adoption and utilization performance, establishing metrics and monitoring engagement trends across the wellness portfolio.
• Analyze performance data to identify barriers to adoption and opportunities for increased engagement.
• Evolve customer communications, onboarding experiences, and touchpoints to improve utilization.
• Lead post-launch optimization efforts translating feedback into enhancements.
• Build and maintain strong relationships with partners and vendors for ongoing program performance.

Skills

Relationship management

Implementation

Education

Bachelor's degree

Job description

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Wellness Implementation & Enablement Consultant - Retirement Plan Solutions

Alternate Locations: Radnor, PA (Pennsylvania); Charlotte, NC (North Carolina); Fort Wayne, IN (Indiana); 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 #:76382

The Role at a Glance

We are excited to bring on a Wellness Implementation & Enablement Consultant – Retirement Plan Solutions to join the Workplace Solutions Wellness & Customer Experience team.

This role will serve as the operational leader responsible for bringing Lincoln's wellness strategy to life within the Retirement Plan Solutions business. Working across Product, Distribution, Customer Experience, Marketing, Operations, and external partners, you will lead successful launch, enablement, adoption, and ongoing optimization of wellness solutions.

While implementation excellence is a core responsibility, success in this role extends beyond launch. The ideal candidate will use adoption, engagement, and performance insights to continuously refine communications, customer touchpoints, and enablement strategies to reduce friction, improve customer outcomes, and maximize utilization. This role is ideal for someone who enjoys building scalable programs, solving operational challenges, and driving measurable business impact through execution and continuous improvement.

What you'll be doing

• Lead the implementation and launch of new wellness solutions, ensuring operational readiness, stakeholder alignment, and successful go-live execution.
• Partner with Product, Distribution, Marketing, Customer Experience, Operations, and external vendors to develop scalable implementation and support models.
• Create and execute enablement strategies, training programs, and sales support materials that help teams confidently position and activate wellness offerings.
• Own adoption and utilization performance, establishing metrics and monitoring engagement trends across the wellness portfolio.
• Analyze customer, client, and business performance data to identify barriers to adoption and opportunities for increased engagement.
• Continuously evolve customer communications, engagement campaigns, onboarding experiences, and key touchpoints to improve utilization and reduce friction.
• Lead post-launch optimization efforts, translating customer feedback, partner input, and performance insights into actionable enhancements.
• Build and maintain strong relationships with strategic partners and vendors to ensure successful delivery, issue resolution, and ongoing program performance.

What we’re looking for

Must-haves:

• 3 - 5+ Years experience in relationship management or implementation that directly aligns with the specific responsibilities for this position.
• Strong presentation skills with demonstrated ability to influence at all levels of management through clear, informed and logical discussions/presentations.
• Excellent written and verbal communication skills as well as ability to communicate knowledgeable and credibly with senior management and internal constituents.
• 4 Year/Bachelor's degree or equivalent work experience (4 years of experience in lieu of Bachelor's).

Nice-to have:

• Experience managing products, programs, or services beyond initial launch, using adoption, utilization, and customer outcome metrics to drive continuous improvement and business growth.

Application Deadline

Applications for this position will be accepted through 9/29/2026 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 andleadership 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 - $131,600with 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.

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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