Director, Intake & Planning
Lincoln Financial · Radnor, Pennsylvania, US
Alternate Locations: Radnor, PA (Pennsylvania); Charlotte, NC (North Carolina); Fort Wayne, IN (Indiana); Greensboro, NC (North Carolina); Omaha, NE (Nebrask...
Job description
Alternate Locations: Radnor, PA (Pennsylvania); Charlotte, NC (North Carolina); Fort Wayne, IN (Indiana); Greensboro, NC (North Carolina); 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 #: 75921: The Role at a Glance: The Director, Intake and Planning role will lead a team responsible for discovery, intake, and planning activities for the Workplace Solutions Data Analytics and Reporting team. You will provide people leadership, subject matter expertise, and direction on complex initiatives that support Group Protection and Retirement Plan Services business. The team’s assessments, analysis, and recommendations will shape future projects and ensure alignment with business needs and priorities. What you'll be doing: - Leads and develops a high performing intake and planning function, providing strategic direction, coaching, and oversight to ensure consistent, high-quality outcomes and team effectiveness. - Owns enterprise intake and planning strategy, establishing priorities, performance goals, and portfolio visibility to ensure initiatives are aligned to bu...