Annuity Valuation Data and Process Steward

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 Preferred : Preferred employee will work 3 days a week in a Lincoln office

Relocation assistance:  is not available for this opportunity.

Requisition #:  74910

The Role at a Glance

The Valuation Data and Process Steward will play a critical role in supporting the production processes for all annuity and retirement products. This position focuses on operational excellence—driving automation, optimizing data flows, and improving end-to-end valuation processes. The role is not responsible for validating financial results but ensures the underlying systems, data, and workflows that support valuation are efficient, reliable, and well-governed.

What you'll be doing

•Develop deep knowledge of monthly, quarterly, and annual valuation cycles for GAAP, STAT and Tax reporting.
•Assess current-state valuation processes to identify inefficiencies, risks, and improvement opportunities.
•Assist in enhancing financial reporting controls and governance frameworks.
•Increase transparency, efficiency, and governance of processes by maintaining clear and up-to-date process and production documentation.
•Redesign model input extraction using trusted data sources and approved repositories.
•Improve ingestion of model outputs using platforms like Dataiku and ensure data is structured for downstream reporting and analytics.
•Streamline valuation processes using an enterprise automation platform.
•Redesign reporting processes to leverage harmonized data warehouses.
•Assist automation of valuation exhibits and analytics dashboards using tools like Tableau with minimal manual intervention.
•Help reduce manual deliverables by transitioning to more automated solutions.
•Maintain and update the data dictionary using an enterprise data governance software to ensure consistent data definitions and traceability across valuation processes.
•Collaborate with IT, actuaries, data engineers, and other cross-functional partners to deliver robust and sustainable operational solutions.
•Maintain reporting processes to accommodate changes due to financial transactions, reinsurance agreements, or regulatory updates.

What we’re looking for

Must-have:
•Bachelor’s degree in Actuarial Science, Mathematics, Finance, Data Science, or a related field.
•5+ years of experience in insurance, valuation operations, or data process roles (annuity experience a plus).
•Excellent documentation and communication skills.
•Detail-oriented with continuous improvement mindset.

Nice-to-have:
•Experience with data storage/database management tools such as SQL Server and Dataiku
•Proficiency in data Analysis & visualization tools like Tableau, SAS, and Microsoft Excel
•Exposure to orchestration/workflow tools like Appian
•Familiarity with valuation software such as GGYI-AXIS

Application Deadline

Applications for this position will be accepted through August 24th, 2025 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

• 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 $93,300 - $169,700 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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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.

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