Director, Plan Documents
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Job Description
Director, Plan Documents providing leadership and managing a team in retirement plan documentation. Ensuring compliance while enhancing processes and operational effectiveness.
Responsibilities:
- You will lead and develop a high-performing team by setting priorities, establishing performance goals, and evaluating individual and team results to meet or exceed expectations.
- You will build organizational capability through strong talent management practices, including hiring, coaching, development opportunities, and candid feedback.
- You will provide strategic leadership to drive continuous improvement in team performance, operational effectiveness, and overall results.
- You will serve as a subject matter expert, guiding team members and stakeholders on complex plan document assignments, regulatory requirements, and compliance considerations.
- You will oversee the handling of complex customer and internal inquiries, ensuring alignment with plan provisions, regulatory guidelines, and service standards.
- You will lead and govern audit activities for plan documents and amendments, ensuring accuracy, consistency, and compliance with regulatory and internal standards.
- You will partner with senior leadership and cross-functional stakeholders to communicate insights, address complex issues (including plan terminations), and drive consistent compliance practices.
- You will direct and contribute to complex initiatives and projects, while managing training strategy and evaluating effectiveness to support ongoing team development and operational goals.
- You will direct the development and implementation of process improvements that enhance quality, strengthen internal controls, and reduce operational risk and workload.
Requirements:
- 4 Year/Bachelor's degree or equivalent work experience (4 years of experience in lieu of Bachelor's)
- 7+ Years of experience in retirement plan documents, including 3+ years of managerial, supervisory, and/or demonstrated leadership experience, that aligns with the responsibilities for this position
- Confident, comfortable communicator with strong written and verbal communication skills
- Ability to successfully hire, retain, develop and coach staff via a culture of real-time performance feedback, with ability to build both technical and leadership skills
- Strong relationship management skills with internal clients (e.g. senior management, peers and colleagues); proven ability to develop creative and collaborative approaches.
- Strong project management leadership skills including, critical ability to coordinate and balance multiple projects in a time-sensitive environment, under pressure, and meeting deadlines.
- Finds common ground and can gain collaboration among senior management, colleagues and peers; can influence outcomes without directing or commanding.
- Ability to identify, recommend and champion process improvements.
- Proficiency with Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
Benefits:
- 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
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