Financial Wellness Product Manager

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Date: Mar 21, 2025

Primary Location: Radnor, PA, US

Company: Lincoln Financial

Alternate Locations: Work from Home; Charlotte, NC (North Carolina); Dover, NH (New Hampshire); Fort Wayne, IN (Indiana); Greensboro, NC (North Carolina); Hartford, CT (Connecticut); Omaha, NE (Nebraska); Radnor, PA (Pennsylvania) Work Arrangement: Hybrid/Flexible : Work at home and use the office as appropriate for in-person collaboration. Relocation assistance: is not available for this opportunity. Requisition #: 74361 The Role at a Glance As a Product Manager on the Financial Wellness team, you would play a critical role developing the financial wellness strategy and shaping our roadmap. You will have the opportunity to develop the new financial wellness marketplace, influence the financial wellness experience, collaborate with teams across the organization and contribute to the continued enhancement of WellnessPATH guidance tool. What you'll be doing

• Develop and manage roadmap for products and services addressing the needs of Lincoln's customers
• Defines the vision and success measures for prioritized product offering(s) in collaboration with key business stakeholders, outside vendor partners and peers
• Conduct research for suitable vendors and assess product offerings, services, negotiate price, and determine best solution recommendations based on product quality, customer need, and pricing
• Maintains knowledge on current and emerging financial wellness products, trends and solutions, assesses the impact, and collaborates with the organization to launch new products and solutions
• Manage products and services to meet revenue and expense objectives
• Advocates for focus on the customer experience to enable the business to meaningfully differentiate from competitors
• Drives complex assignments, projects, and/or initiatives to build and enhance financial wellness products and services
• Leverage Agile techniques to prototype experiences & business models, validate customer feedback, and continuously innovate and improve the customer experience

What we're looking for Must Haves:

• 3-5+ years of demonstrated experience in customer experience, customer engagement, vendor or relationship management, customer success, or similar role related to the specific responsibilities of this position
• Passion for customers and creating engaging, satisfying customer experiences
• Knowledge in the areas of cultural transformation, training, innovation, and customer experience
• Strong interpersonal/collaboration skills; ability to influence/work with people across multiple disciplines and diverse teams to achieve results
• Strong analytical, strategic, problem solving, and organizational skills
• Strong oral and written communication skills; ability to establish credibility with senior audiences
• Flexibility to perform in lead or support roles, depending on project
• Ability to leverage Agile techniques and “test and learn” approaches to prototype experiences, validate customer feedback, and continuously innovate and improve the customer experience
• 4 Year/Bachelor's degree or equivalent work experience

Nice to Haves:

• Strong knowledge of Financial Wellness product and solutions
• Strong knowledge of Group benefit experience
• Working Agile experience
• Strategy, consulting, and/or change management experience
• Working knowledge of Lincoln's Financial Wellness program and WellnessPATH capabilities
• Knowledge of Wellness Industry best practices and business operations
• Proven experience with journey maps/roadmaps

Application Deadline Applications for this position will be accepted through April 18th, 2025 subject to earlier closure due to applicant volume What's it like to work here? At Lincoln Financial Group, 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 Lincoln leadership Attribute.
• 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
• A leadership team that prioritizes your health and well-being; offering a remote work environment and flexible work hybrid situations
• Effective productivity/technology tools and training

The pay range for this position is $69,000 - $124,600 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 Group helps people to plan, protect and retire with confidence. As of Dec. 31, 2025, approximately 17 million customers trust our guidance and solutions across four core businesses - annuities, life insurance, group protection and retirement plan services. As of December 31, 2025, the company had $295 billion in end-of-period account balances, net of reinsurance. Headquartered in Radnor, Pa., Lincoln Financial Group is the marketing name for Lincoln National Corporation (NYSE: LNC) and its affiliates. Learn more at LincolnFinancial.com. Lincoln is committed to creating a diverse and 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, and Instagram. 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 Group are considered property of Lincoln Financial Group and are not subject to payment of agency fees. Lincoln Financial Group (“LFG”) 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 (including pregnancy), age, national origin, disability, sexual orientation, gender identity and expression, Veteran status, or genetic information. 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.