Director, Plan Documents

Alternate Locations: 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 #: 76128 The Role at a Glance We are excited to bring on a Director, Plan Documents to join the Retirement business in a work from home environment. Background Details As the Director, Plan Documents, you will provide strategic leadership and direction for an experienced and highly specialized team of plan document professionals, responsible for overseeing complex plan document consulting across both new business implementations and ongoing plan maintenance for employer-sponsored retirement plans. You will lead the team in delivering high-quality, compliant plan documents and amendments, ensuring appropriate audit and governance processes are in place. This role plays a critical partnership function across Retirement Plan Services, collaborating with internal stakeholders to navigate complex requirements, drive consistency, and deliver tailored solutions that support both client and business outcomes. In addition, you will focus on building organizational capability—developing talent, enhancing processes, and driving operational effectiveness—while maintaining a strong emphasis on quality, compliance, and an exceptional service experience. If this sounds like the role for you, please read on! What you'll be doing 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. What we’re looking for Must-have experience (Required) : 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). Nice-to have Experience (Preferred) : Retirement Plan Document experience and knowledge Professional certifications in retirement plan administration (e.g., ASPPA QKA, TGPC, APA) strongly preferred Experience overseeing vendor relationships and third-party service providers Experience with or exposure to AI-enabled tools, with a demonstrated interest in applying emerging technologies to drive efficiency, quality, and innovation, while ensuring responsible and compliant use in a regulated environment Application Deadline Applications for this position will be accepted through June 30, 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 $96,900 - $176,200 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. Follow us on Facebook , X , LinkedIn , Instagram , and YouTube . For the latest company news, visit our newsroom . Be Aware of Fraudulent Recruiting Activities If you are interested in a career at Lincoln, we encourage you to review our current openings and apply on our website. Lincoln values the privacy and security of every applicant and urges all applicants to diligently protect their sensitive personal information from scams targeting job seekers. These scams can take many forms including fake employment applications, bogus interviews and falsified offer letters. Lincoln will not ask applicants to provide their social security numbers, date of birth, bank account information or other sensitive information in job applications. Additionally, our recruiters do not communicate with applicants through free e-mail accounts (Gmail, Yahoo, Hotmail) or conduct interviews utilizing video chat rooms. We will never ask applicants to provide payment during the hiring process or extend an offer without conducting a phone, live video or in-person interview.  Please contact Lincoln's fraud team at [email protected] if you encounter a recruiter or see a job opportunity that seems suspicious. 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 260-455-2558. This Employer Participates in E-Verify. See the E-Verify notices. Este Empleador Participa en E-Verify. Ver el E-Verify avisos. 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