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  • Assistant Manager, Servicing Recoveries

    Goodleap 4.6company rating

    Remote job

    About GoodLeap:GoodLeap is a technology company delivering best-in-class financing and software products for sustainable solutions, from solar panels and batteries to energy-efficient HVAC, heat pumps, roofing, windows, and more. Over 1 million homeowners have benefited from our simple, fast, and frictionless technology that makes the adoption of these products more affordable, accessible, and easier to understand. Thousands of professionals deploying home efficiency and solar solutions rely on GoodLeap's proprietary, AI-powered applications and developer tools to drive more transparent customer communication, deeper business intelligence, and streamlined payment and operations. Our platform has led to more than $27 billion in financing for sustainable solutions since 2018. GoodLeap is also proud to support our award-winning nonprofit, GivePower, which is building and deploying life-saving water and clean electricity systems, changing the lives of more than 1.6 million people across Africa, Asia, and South America. The Assistant Manager, Servicing Recoveries role is responsible for leading day-to-day operations, overseeing staff performance, compliance, and quality standards and guiding specialized servicing functions within the Servicing Department. This role manages frontline agents and Senior SMEs, ensures SLA adherence, and manages escalations for complex or high-risk cases in Bankruptcy, Foreclosure, Mortgage and Probate. They partner with department leadership to drive process improvements, maintain regulatory compliance, and support team development to resolve systemic issues, drive process improvements, and support strategic initiatives. This role requires strong leadership, analytical, and problem-solving skills, with the ability to balance daily operational oversight and long-term departmental goals. By combining management responsibilities with deep operational knowledge, the Assistant Manager, Servicing Recoveries plays a key role in maintaining operational excellence, regulatory compliance, and team effectiveness, while contributing to the overall success and reputation of the department.Essential Job Duties and Responsibilities: People Leadership & Team Development - Lead, coach, and develop Specialists and Sr. Specialists through performance feedback, training, and career support. Escalation Management - Oversee and resolve complex or high-risk escalations, serving as the final decision point before senior leadership. Compliance Oversight & Quality Assurance - Ensure team work meets compliance standards, documentation accuracy, and audit readiness. Cross-Functional Collaboration - Represent the team in leadership-level discussions and align processes with Legal, Compliance, and other departments. Process Improvement & Reporting - Analyze team performance, identify inefficiencies, and drive process or policy improvements. Other duties as assigned from leadership to support team Required Skills, Knowledge and Abilities: 2-5 years experience in Recovery management including bankruptcy, foreclosure and probate. Strong leadership and coaching skills with the ability to mentor, develop, and evaluate team members. Advanced problem-solving and decision-making skills, particularly in escalated or high-risk scenarios. Excellent written and verbal communication skills for cross-team collaboration and customer/regulatory escalations. Strong organizational and time-management skills with the ability to balance multiple priorities. Proficiency with servicing systems, credit bureau platforms (e.g., E-Oscar, DCM), and productivity tools (Microsoft Office/Google Workspace). In-depth understanding of servicing operations, including bankruptcy, foreclosure, probate, and regulatory compliance. Strong knowledge of federal and state regulations impacting servicing operations (e.g., FCRA, bankruptcy procedures, foreclosure laws). Familiarity with compliance, audit readiness, and risk management frameworks. Understanding performance metrics, SLA management, and reporting practices. Lead a team effectively by setting goals, monitoring performance, and providing feedback and development opportunities. Handle escalations with professionalism, discretion, and sound judgment. Drive process improvements by identifying inefficiencies and recommending/implementing solutions. Collaborate with cross-functional leadership (Legal, Compliance, Billing, Collections) to resolve systemic issues. Adapt to changing priorities and perform additional duties or special projects as assigned by leadership. Compensation: $70,000 - $80,000 annually Additional Information Regarding Job Duties and s: Job duties include additional responsibilities as assigned by one's supervisor or other managers related to the position/department. This job description is meant to describe the general nature and level of work being performed; it is not intended to be construed as an exhaustive list of all responsibilities, duties and other skills required for the position. The Company reserves the right at any time with or without notice to alter or change job responsibilities, reassign or transfer job position or assign additional job responsibilities, subject to applicable law. The Company shall provide reasonable accommodations of known disabilities to enable a qualified applicant or employee to apply for employment, perform the essential functions of the job, or enjoy the benefits and privileges of employment as required by the law. If you are an extraordinary professional who thrives in a collaborative work culture and values a rewarding career, then we want to work with you! Apply today!
    $70k-80k yearly Auto-Apply 5d ago
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  • AVP & Actuary, Risk Management - Reinsurance Risk

    Lincoln Financial Group 4.6company rating

    Remote or Radnor, PA job

    Alternate Locations: Work from Home; Charlotte, NC (North Carolina); Fort Wayne, IN (Indiana); Greensboro, NC (North Carolina); Hartford, CT (Connecticut); Omaha, NE (Nebraska); Radnor, PA (Pennsylvania) Work Arrangement: Hybrid : Employee will work 3 days a week in a Lincoln office Relocation assistance: is not available for this opportunity. Requisition #: 74911 The Role at a Glance We are seeking an AVP & Actuary, Risk Management to join the Financial Risk oversight team, which is a part of the broader Enterprise Risk Management (ERM) function in the Office of the CRO. This team is focused on setting the parameters of risk management as they relate to the various financial risks, such as reinsurance and liquidity. This is a relatively new, dedicated oversight role at Lincoln, as ERM continues to grow! This position will play a pivotal role in building out the Reinsurance oversight function with an opportunity to support other risk oversight functions that intersect multiple teams across the enterprise, spanning Lincoln's product suite. You will work closely with risk managers to monitor risk exposures, assess risk mitigation strategies, and ensure compliance with regulatory requirements. The ideal candidate will have strong quantitative skills, experience with reinsurance and financial instruments, and a deep understanding of risk management practices. What you'll be doing * Support the development of reinsurance risk frameworks through partnerships across the organization and thought leadership and expertise in risk management practices. * Build out independent reinsurance risk reporting that captures risk profiles, monitors performance, various triggers, etc. * Evaluate and monitor risks associated with strategic initiatives and existing infrastructure, including captives, affiliate transactions, and financial reinsurance solutions. * Partner with reinsurance, finance, and business unit teams to ensure the implementation and effectiveness of risk management systems, tools, and models * Collaborate with first line partners to implement reinsurance considerations into the risk appetite framework, including setting risk limits, thresholds, and reporting procedures * Work with front-office teams to understand strategic initiatives, financial risks, and residual risk trading strategies, ensuring that risks are appropriately managed * Provide effective challenge to strategic and tactical decisions * Maintaining knowledge on current and emerging developments/trends in areas of specialization, assessing potential impacts and risks to Lincoln, and providing insights to management. * Provide thought leadership on improvements to technological and operational efficiencies What we're looking for Education * Bachelor's degree in Finance, Mathematics, Actuarial Science, or a related field. * Master's degree or relevant professional certifications (e.g., CFA, FRM, FSA, CQF) is a plus. * Fellow of the Society of Actuaries (FSA), or Career ASA with additional years of experience. Experience * 8+ years of experience in reinsurance, financial analysis, or a related field, preferably within the financial services industry. Experience working in a second line oversight role is a plus. * Solid understanding of reinsurance structures including but not limited to financial reinsurance, captives, and offshore entities. * Excellent quantitative and analytical skills with the ability to translate complex data into actionable insights. * Strong written and verbal communication skills, with the ability to present complex risk information to senior stakeholders. * High level of attention to detail, with the ability to identify and assess risks accurately and promptly. * Strong programming skills (Python, VBA, SQL, etc.) * Working knowledge of visualization software such as Tableau, PowerBI, etc. * Proficiency with Microsoft Office Suite (Word, Excel, PowerPoint, Outlook). * Knowledge of insurance capital structures is a plus. * Ability to read, analyze and interpret both internal and external documents such as treaties, general media/publications, professional journals, technical procedures, governmental regulations, policies, proposals, and standard operating procedures. * Ability to work collaboratively in cross-functional teams and manage multiple priorities. Application Deadline Applications for this position will be accepted through January 20th, 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 $125,800 - $229,100 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 ******************** 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 ************. This Employer Participates in E-Verify. See the E-Verify notices. Este Empleador Participa en E-Verify. Ver el E-Verify avisos. Job Segment: Accounting, Actuarial, Compliance, Marketing Manager, CFA, Finance, Insurance, Legal, Marketing
    $125.8k-229.1k yearly 54d ago
  • External Wholesaler - RPS

    Lincoln Financial Group 4.6company rating

    Remote or Concord, NH job

    Alternate Locations: Concord, NH (New Hampshire); Dover, NH (New Hampshire) Work Arrangement: Remote : Work at home employee residing outside of a commutable distance to an office location. The Role at a Glance As an External wholesaler for Retirement Plan Services you will develop, direct, implement, and maintain a business plan to achieve sales and growth goals for your assigned external wholesale area(s) of responsibility. You will build, enhance, and direct the relationship with firms and/or institutions in your assigned territory of New Hampshire, Vermont, Maine, and Western MA (Springfield). You will also build, direct, and maintain external wholesale sales programs/plans which result in an increase in sales revenue and market share within the assigned territory. What you'll be doing * Builds and directs a more complex relationship platform by identifying senior contacts within targeted firms to achieve profitable sales and Lincoln's product breath growth. * Collaborates with internal stakeholders to ensure the proper processing of all sold products from time of sale to issuance. * Conducts firm/institution meetings and in-person meetings to achieve sales targets. (e.g. due diligence meetings, one-on-one meetings, sponsorship and speaking opportunities). * Develops a comprehensive understanding of existing/targeted firms/institutions including targeted market segments, how they operate, and/or value proposition(s) and is known by them. * Develops and maintains a more complex sales program to increase sales revenue and market share within assigned area of responsibility. * Increases penetration in territory of by optimizing and growing relationships within existing more complex firms/institutions. * Maintains sales call data in appropriate systems and/or complete sales reports. * Meets or exceeds all department and/or sales goals/targets for their assigned territory. * Utilizes expense budgets to set limits and maximize sales opportunities within their assigned territory. * Works effectively to support growth in all segments of Lincoln's products/service offerings to maximize and capitalize on the opportunities to cross sell and penetrate assigned firms/institutions. * Adhere to LFDs Culture of Compliance. Comply with LFDs policies and procedures What we're looking for Must-Haves * 3-5 years' external sales experience in the financial services industry that directly aligns with the specific responsibilities * FINRA Series SIE, 6, 63, L&H * Bachelor's degree or equivalent work experience * Must reside in sales territory * Analytical skills and close attention to detail is necessary to determine proper processing of investment documents * Effective verbal and written communication skills * Skill in writing grammatically correct routine business correspondence such as brief transmittal memoranda * Ability to adapt quickly in a changing work environment Application Deadline Applications for this position will be accepted through March, 31, 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 $215,000 - $480,000 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 ******************** 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 ************. This Employer Participates in E-Verify. See the E-Verify notices. Este Empleador Participa en E-Verify. Ver el E-Verify avisos. Nearest Major Market: Concord Nearest Secondary Market: Manchester Job Segment: Compliance, Social Media, Outside Sales, Bank, Banking, Legal, Marketing, Sales, Finance
    $50k-66k yearly est. 3d ago
  • Senior Loan Officer, Mortgage

    Goodleap 4.6company rating

    Remote job

    About GoodLeap:GoodLeap is a technology company delivering best-in-class financing and software products for sustainable solutions, from solar panels and batteries to energy-efficient HVAC, heat pumps, roofing, windows, and more. Over 1 million homeowners have benefited from our simple, fast, and frictionless technology that makes the adoption of these products more affordable, accessible, and easier to understand. Thousands of professionals deploying home efficiency and solar solutions rely on GoodLeap's proprietary, AI-powered applications and developer tools to drive more transparent customer communication, deeper business intelligence, and streamlined payment and operations. Our platform has led to more than $27 billion in financing for sustainable solutions since 2018. GoodLeap is also proud to support our award-winning nonprofit, GivePower, which is building and deploying life-saving water and clean electricity systems, changing the lives of more than 1.6 million people across Africa, Asia, and South America. Position Summary:GoodLeap is looking for talented Loan Officers to originate home loans through our in-house, mortgage banking operation. We hire loan officers that want to offer a world-class experience to our customers. Our exclusive lead source is proven to convert at higher than average rates and we offer an aggressive COMPENSATION PLAN that will continually reward you the more you produce! We also have a dynamic culture that supports your success and long-term career goals. Successful candidates for this role must possess excellent customer service skills, consistent work habits, and a proven track record of meeting client expectations while achieving established company sales quotas. What We Provide To You: Competitive base salary with a tiered commission and bonus structure to award performance Inbound pre-screened leads provided to you by our in-house, lead generation team We underwrite and fund our loans as a Direct Mortgage Banker A full spectrum of lending options that includes conventional, government, jumbo and non-QM loans Continual education and training to maximize your growth opportunities Required Skills, Knowledge and Abilities: 2-5 years of mortgage experience Proven track record of success in a fast-paced, sales role; inside sales experience preferred Bachelor's degree in business or finance preferred, or equivalent work experience High confidence and relationship skills Ability to handle competing priorities effectively and within established time frames High level of integrity and trust; must be a team player with a selfless attitude Must possess, or have the ability to possess upon hire, a Mortgage Loan Originator (MLO) license per the SAFE Act; may be asked to become licensed in multiple states Compensation: $16.90/hour + commission Additional Information Regarding Job Duties and s: Job duties include additional responsibilities as assigned by one's supervisor or other managers related to the position/department. This job description is meant to describe the general nature and level of work being performed; it is not intended to be construed as an exhaustive list of all responsibilities, duties and other skills required for the position. The Company reserves the right at any time with or without notice to alter or change job responsibilities, reassign or transfer job position or assign additional job responsibilities, subject to applicable law. The Company shall provide reasonable accommodations of known disabilities to enable a qualified applicant or employee to apply for employment, perform the essential functions of the job, or enjoy the benefits and privileges of employment as required by the law. If you are an extraordinary professional who thrives in a collaborative work culture and values a rewarding career, then we want to work with you! Apply today!
    $37k-49k yearly est. Auto-Apply 60d+ ago
  • Actuary, Annuity Financial Projections

    Lincoln Financial Group 4.6company rating

    Remote or Radnor, PA job

    Alternate Locations: Work from Home; Charlotte, NC (North Carolina); Fort Wayne, IN (Indiana); Greensboro, NC (North Carolina); Hartford, CT (Connecticut); Omaha, NE (Nebraska); Radnor, PA (Pennsylvania) Work Arrangement: Hybrid : Employee will work 3 days a week in a Lincoln office Relocation assistance: is not available for this opportunity. Requisition #: 75078 The Role at a Glance We are excited to bring on an Actuary, Annuity Projections, to play an integral role in supporting the Annuity Financial Projections team at Lincoln. This is a role spanning multiple product lines, with responsibilities including, but not limited to, Asset Adequacy Testing, ALM research and analysis, actuarial projection analytics, free cash flow analysis, and process transformation/automation. The candidate will have a strong understanding of how assets and liabilities evolve over time for Lincoln's annuity business and will be able to uncover key business insights for management. The candidate is expected to grasp both the technical modeling aspects and the broader business context, acting as a leader within the team and enhancing efficiency in processing and reviewing financial results. The position offers a unique opportunity to gain in-depth exposure to asset/liability modeling and projections, including Statutory/tax accounting, reserves, capital, investments, asset-liability interactions, and management actions. It also provides firsthand experience with Moody's AXIS, Dataiku, Tableau and other essential tools, making it an excellent opportunity to contribute to Lincoln's business while building strong, transferrable skills for future growth. What you'll be doing * Projection analysis: Review models and financial projections throughout the year, including Asset/Liability Management, Distributable Earnings and Free Cash Flow analysis, Reserves and Asset Adequacy Analysis. Clearly and concisely communicate key drivers of change in a timely manner. * ALM research and monitoring: Understand Lincoln's Inforce business and ALM strategy. Develop and maintain dashboards that effectively track and communicate the organization's ALM position. * Quality improvements: Enhance models and modeling processes, streamlining processes using next generation tools to increase efficiency and gain deeper insight into results. * Cross-functional Collaboration: Deliver informative analysis and results from actuarial models by partnering and collaborating with other functional areas across the company including FP&A, Market Risk Management, Pricing, Enterprise Risk Management, Investments and Corporate Actuarial. * Industry Research: Maintain and expand knowledge of annuity regulations, business trends and best practices. Stay current on potential regulation changes within the industry. What we're looking for Must-have: * Substantial experience with annuity products. * Excellent interpersonal and communication abilities * FSA designation (preferred) or ASA designation (required) * Actuarial modeling and/or valuation experience in Moody's-AXIS * 7-10 years of actuarial experience * Effective time management, prioritization, and organizational skills * Strong technical, programming, and critical thinking skills * Self-starter with ability to work independently * Ability to adapt to changing priorities, tools, and business needs in a dynamic environment Nice-to-have: * Experience with annuity products, particularly in ALM, CFT, Valuation or Pricing context * Familiarity with data analytics and visualization tools (e.g. - Dataiku, Tableau) * Familiarity with modern data science approaches Application Deadline Applications for this position will be accepted through January 31st, 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 $108,501 - $195,900 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 ******************** 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 ************. This Employer Participates in E-Verify. See the E-Verify notices. Este Empleador Participa en E-Verify. Ver el E-Verify avisos. Job Segment: Accounting, Actuarial, Risk Management, Liability, Social Media, Finance, Insurance, Marketing
    $60k-96k yearly est. 60d+ ago
  • Customer Service Representative, Retirement (Fort Wayne, IN training)

    Lincoln Financial Group 4.6company rating

    Remote or Fort Wayne, IN job

    Alternate Locations: Fort Wayne, IN (Indiana) Work Arrangement: Remote : Work at home employee residing outside of a commutable distance to an office location. The Role at a Glance We are excited to bring on a Customer Service Representative to support the Retirement Plan Services business (bilingual opportunities available!). This role is open in the Fort Wayne, IN office with the ability to work remotely following 8 weeks of onsite training. Background Details The Retirement team will provide you with several weeks of paid training, coaching and development to perform in this fast-paced environment. Training will be led by one of our dedicated trainers in a classroom setting (onsite), along with a cohort of peers and managers, and will provide you with foundational knowledge to assist you in excelling in a career with Lincoln Financial Group. As a Customer Service Representative, you will serve as the primary point of contact for individuals who have questions or concerns regarding their retirement plan. You will serve as a subject matter expert and educate them about the retirement plan using excellent customer service and problem-solving skills to create a positive experience. This opportunity will provide insight into the world of retirement plan operations while gaining new skills through a defined career pathing and development program. See the role in action! Please click here to watch a realistic job preview! What you'll be doing * You will answer inbound calls which can average typically anywhere from 60-90 calls per day, call backs and email correspondence from internal and external stakeholders such as plan participants, beneficiaries, financial professional and plan sponsors, addressing customer service inquiries and concerns. * You will work in a fast-paced, highly structured, team-oriented environment with a diverse group of employees focused on meeting the needs of the company and our customers through problem resolution. * You will meet and/or exceed all established key performance goals including call metrics and quality. * You will build rapport with and educate our customers about their retirement plan while researching multiple systems, databases, platforms and software. * You will provide accurate, detailed information about the retirement plan, recognizing what needs to be done to meet the customer's needs and demonstrating flexibility and responsiveness through problem resolution. * You will demonstrate professionalism and maintain composure in the face of high call volume, shifting priorities and rapid change. * You will identify and recommend process improvements and organizational initiatives to positively influence the team and quality. * Training Schedule: Monday - Friday 8:30am - 5:15pm EST for the first 8 weeks. * Training will be conducted in the Fort Wayne, IN office with a work from home option post training. * Regular Schedule: Call center hours are 8:00am - 8:00pm EST Monday - Friday; post training schedule will be 11:15am - 8:00pm EST. * Must adhere to scheduled breaks/lunches as you are required to follow these closely. * Will work overtime as needed during peak volumes. * Advancement Opportunities * Progression in role may include assisting customers in troubleshooting complex website issues as well as supporting customers in plans with service level agreements. * Further promotion opportunities exist within the Call Center. * Compensation: $19.42/hour * If you are fluent in both the English and Spanish language (verbal and written proficiency), you will receive an additional $1.00 per hour on your hourly rate of pay. What we're looking for Must-have experience (Required): * High School Diploma or GED. * 0-1+ Years of general experience - does not need to be directly related to the position. * Strong written and verbal communication skills. * Ability to work with others in a fast-paced, team environment. * Ability to quickly learn complex systems and product knowledge. * Ability to navigate through multiple systems/databases/platforms/software while engaging in customer conversations. * Ability to be adaptable/flexible as business needs change. * Proficiency with Microsoft Office Suite (Word, Excel, PowerPoint, Outlook). Must-have capabilities: * To work from home, you must have internet bandwidth of 12 Mbps (Megabits per second). Preferred bandwidth is 25 Mbps to perform at full capacity. * To check internet speed, go to 'Google' and type in 'Speed Test' and simply select 'Run Speed Test'. This will run for roughly 30 seconds. Once complete you will receive a display showing your internet bandwidth. Nice-to have Experience (Preferred): * Associates degree/post-secondary education * 2+ years of previous service industry and/or financial services experience. * Previous remote/work from home experience. * Passion for helping, servicing and educating others and the desire to build rapport during each interaction. * Ability to research and problem solve, while providing outstanding customer service. * Strong analytical skills with the ability to multi-task while maintaining strict attention to details to adhere to policies, procedures and guidelines. * Solid relationship management skills customers, management, peers and colleagues. Application Deadline Applications for this position will be accepted on an ongoing basis. 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 $19.42 - $20.42 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 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, 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 ******************** 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 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 ************. This Employer Participates in E-Verify. See the E-Verify notices. Este Empleador Participa en E-Verify. Ver el E-Verify avisos. Nearest Major Market: Fort Wayne Job Segment: Testing, Social Media, Bank, Banking, Outside Sales, Technology, Marketing, Finance, Sales
    $19.4-20.4 hourly 13d ago
  • Capital Markets Director, Project Finance

    Goodleap 4.6company rating

    Remote job

    About GoodLeap:GoodLeap is a technology company delivering best-in-class financing and software products for sustainable solutions, from solar panels and batteries to energy-efficient HVAC, heat pumps, roofing, windows, and more. Over 1 million homeowners have benefited from our simple, fast, and frictionless technology that makes the adoption of these products more affordable, accessible, and easier to understand. Thousands of professionals deploying home efficiency and solar solutions rely on GoodLeap's proprietary, AI-powered applications and developer tools to drive more transparent customer communication, deeper business intelligence, and streamlined payment and operations. Our platform has led to more than $27 billion in financing for sustainable solutions since 2018. GoodLeap is also proud to support our award-winning nonprofit, GivePower, which is building and deploying life-saving water and clean electricity systems, changing the lives of more than 1.6 million people across Africa, Asia, and South America. The Director will join the TPO (Third Party Owned) vertical of the Capital Markets team and contribute significantly to the execution of GoodLeap's strategy for funding and managing its solar lease and power purchase agreement projects. This role requires a deep understanding of project finance including tax equity, project debt, and/or cash equity. In addition, this role will need to demonstrate robust technical and interpersonal skills, with a proven track record of successfully managing both internal and external stakeholders.Essential Job Duties and Responsibilities: Manage junior team members that will provide support with executing day-to-day tasks required to run the TPO financing platform. Manage and support the development, refinement, and implementation of financial models, including tax equity/ tax credit transfers, warehouse debt, back leverage and other forms of project financing to evaluate and present potential returns for GoodLeap and its financing partners. Support the management of and deepen relationships with existing investors, while strategically expanding our investor base through introductory meetings, comprehensive due diligence sessions, negotiation of transaction documents, and catering to special requests. Manage various consultants (including, but not limited to, appraisers, independent engineers, insurance consultants, REC consultants), and subcontracted service companies to execute financing transactions and support investor due diligence efforts. Collaborate with internal and external counsel to review, negotiate, and finalize definitive documentation with financing counterparties. Required Skills, Knowledge and Abilities: Minimum bachelor's (or advanced) degree Minimum 6 years of relevant work experience (e.g. project finance, structured finance, investment banking, or private equity), with experience in residential solar a plus Experience managing project finance deal processes Experience managing junior team members Expert with MS Office (especially Excel and PowerPoint; VBA is a plus) Working proficiency with SQL; Python is a plus Understanding of basic accounting statements: balance sheet, cash flow, income statement Understanding of ABS, various debt and equity financing structures, including short and long-term debt Excellent written and oral communication skills Superb attention to detail and work ethic Ability to read and interpret legal documents Comfortable working in fast-paced, unstructured environment Compensation: $175,000 - $225,000 per year, plus performance-based bonuses. Additional Information Regarding Job Duties and s: Job duties include additional responsibilities as assigned by one's supervisor or other managers related to the position/department. This job description is meant to describe the general nature and level of work being performed; it is not intended to be construed as an exhaustive list of all responsibilities, duties and other skills required for the position. The Company reserves the right at any time with or without notice to alter or change job responsibilities, reassign or transfer job position or assign additional job responsibilities, subject to applicable law. The Company shall provide reasonable accommodations of known disabilities to enable a qualified applicant or employee to apply for employment, perform the essential functions of the job, or enjoy the benefits and privileges of employment as required by the law. If you are an extraordinary professional who thrives in a collaborative work culture and values a rewarding career, then we want to work with you! Apply today!
    $175k-225k yearly Auto-Apply 8h ago
  • Consultant, Integration Sys Analysis

    Lincoln Financial Group 4.6company rating

    Remote or Radnor, PA job

    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 Requisition #: 75617 The Role at a Glance We are excited to bring on a Consultant in our Integration System Analysis department in a fully remote environment. Background Details As a Consultant, you will consult/analyze and deliver on more complex assignments/projects specifically related to the Workday platform as well as other Lincoln Financial partner platforms. You will also act as a subject matter expert and resource to applicable internal/external stakeholders by integrating customers systems through Lincolns' API capabilities and consulting with internal/external resources on system configuration to ensure the best possible integration outcomes. You will be responsible for developing and strengthening relationships with internal and external customers, analyzing complex integration issues, and advocating on behalf of the customer by driving positive change. What you'll be doing * Act as a consultative resource during planning meetings, assists case positioning & proposals, and contributes to preparation for finalist sales presentations. * Serve as a subject matter expert in HCM and Benefit Administration platform integrations focusing on Workday and ADP, product specific plan configurations, and deep knowledge of Lincoln's API and integration capabilities. * Research and maintain current knowledge regarding API integrations and data mapping processes to effectively communicate with technical teams and troubleshoot integration issues. * Manage and deliver on more complex API integrations and ensures that the internal/external clients' overall service needs are satisfied and achieve the business and profitability. * Seek new functionality and enhancements to current API solutions and drives changes to improve efficiency and effectiveness of integrated systems for customers. * Communicate effectively with business partners, management, and other areas of IT regarding recommendations for technical designs, capabilities, and enhancements. * Champion change management initiatives & facilitates adoption of API solutions and enhancements through communication, education, and training. * Collaborate with internal stakeholders on project plans, test plans, and integration plans. * Review more complex plan designs and documents to determine tasks needed for successful API integrations. * Document integration requirements, processes, and best practices, and communicate these effectively to both technical and non-technical audiences. What we're looking for Must-haves: * 3 - 5+ Years of experience in operations and/or insurance/benefits directly aligned to the specific responsibilities of this position. * 4 Year/Bachelor's degree or equivalent work experience (4 years of experience in lieu of Bachelor's) Nice-to haves: * Ability to read, analyze and interpret both internal and external documents such as general media/publications, professional journals, technical procedures, governmental regulations, policies, proposals, and standard operating procedures. * Confident, comfortable communicator with strong written and verbal communication skills. * Apply concepts such as probability, statistics, modeling, percentages, ratios, and proportions to practical solutions. Application Deadline Applications for this position will be accepted through 3/1/2026 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 $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 (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 ******************** 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 ************. This Employer Participates in E-Verify. See the E-Verify notices. Este Empleador Participa en E-Verify. Ver el E-Verify avisos. Job Segment: Marketing Consultant, Systems Analyst, Social Media, Bank, Banking, Marketing, Technology, Finance
    $69k-124.6k yearly 4d ago
  • Specialist, Mortgage & Real Estate

    Lincoln Financial Group 4.6company rating

    Remote or Greensboro, NC job

    Alternate Locations: Charlotte, NC (North Carolina); Greensboro, NC (North Carolina) Work Arrangement: Hybrid : Employee will work 3 days a week in a Lincoln office The Role at a Glance We are looking to add a Closing and Servicing Specialist to the Commercial Mortgage and Real Estate Investments team to work in the Charlotte or Greensboro office 4 days per week with an option to work remotely on Fridays. In this position, you will provide experienced support as part of the Closing and Servicing team in the annual closing of $2.5+ billion of commercial mortgage investments. As the ideal candidate, you will grow your responsibilities with title/survey issues, commercial loan documentation and leases, and will support a team that manages a $16 billion commercial mortgage loan portfolio. What you'll be doing * Interfacing with internal and external stakeholders, including production officer, production analyst, correspondent, borrower, in-house counsel, outside counsel, title company, accounting, treasury, servicing, portfolio management, and asset management personnel proactively to ensure loans are closed timely. * Managing and communicating transaction timelines to internal and external partners to verify all appropriate deadlines are met. * Identifying the legal and business risks associated with each mortgage loan investment being closed. * Performing pre-and post-closing functions including managing closing checklist to ensure completion and receipt of all required documents to review and close the loan. * Reviewing loan documentation, third party due diligence reports, title, survey, and insurance documentation for compliance with Lincoln's requirements. * Transmitting loan information and documentation to servicing, asset management, accounting, and other departments, as necessary. * Reviewing loan settlement statements prepared by the escrow agent for accuracy. * Updating internal systems to ensure that appropriate internal reporting data reflects current information for the transaction. * Keeping management, deal team, borrower, and other parties informed of potential problems or delays and makes recommendations. * Working on projects and team initiatives as requested. What we're looking for * 4 Year/Bachelor's degree or equivalent work experience (4 years of experience in lieu of Bachelor's) - Minimum Required * 3-5+ Years' experience in commercial mortgage loans that aligns with the specific responsibilities for this position. * Able to work a minimum of 40 hours per week, with four (4) days in the office. * Working knowledge of real estate law: Fee simple and leasehold estates; Foreclosures; Understanding subordinated interests. * Working knowledge of mortgage loan document types required for closing and servicing of loans. * Working knowledge of required insurance Acord forms and policies needed for closing. * Working knowledge of title insurance and UCC financing statements. * Critical thinking skills. * Must be detail oriented. * Strong organizational skills with the ability to manage multiple transactions and work independently in a time-sensitive environment where meeting established deadlines is critical. * Strong interpersonal/customer service skills with the ability to create/build and maintain relationships with internal and external stakeholders. * Excellent written and verbal communication skills. * Working knowledge of Microsoft Office Suite (MS Word, Excel, and Outlook). * Experience in closing and/or servicing of bridge, construction and/or mezzanine financing is preferred. Application Deadline Applications for this position will be accepted through September 8, 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 * 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 $53,500 - $96,300 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 ******************** 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 ************. This Employer Participates in E-Verify. See the E-Verify notices. Este Empleador Participa en E-Verify. Ver el E-Verify avisos. Nearest Major Market: Greensboro Job Segment: Mortgage, Real Estate, Realtor, Compliance, Outside Sales, Finance, Sales, Legal
    $53.5k-96.3k yearly 60d+ ago
  • Automation Engineer

    Goodleap 4.6company rating

    Remote job

    About GoodLeap:GoodLeap is a technology company delivering best-in-class financing and software products for sustainable solutions, from solar panels and batteries to energy-efficient HVAC, heat pumps, roofing, windows, and more. Over 1 million homeowners have benefited from our simple, fast, and frictionless technology that makes the adoption of these products more affordable, accessible, and easier to understand. Thousands of professionals deploying home efficiency and solar solutions rely on GoodLeap's proprietary, AI-powered applications and developer tools to drive more transparent customer communication, deeper business intelligence, and streamlined payment and operations. Our platform has led to more than $30 billion in financing for sustainable solutions since 2018. GoodLeap is also proud to support our award-winning nonprofit, GivePower, which is building and deploying life-saving water and clean electricity systems, changing the lives of more than 1.6 million people across Africa, Asia, and South America. We are looking for a passionate and detail-oriented Software Engineer with experience in AI-powered automation to help streamline operations across various teams at Goodleap. In this role, you will design, build, and maintain automation workflows that leverage cutting-edge tools and services such as Zapier, N8N, Atlassian JSM, Slack and Zoom automation, AWS services, and more. You'll bring efficiency and intelligence into day-to-day processes by applying modern automation practices and integrating AI-driven features provided by these platforms. The ideal candidate will have a strong foundation in scripting and software systems, hands-on experience with automation tools, and a mindset for continuous improvement. You will collaborate closely with cross-functional stakeholders to identify opportunities, design robust solutions, and implement automation that reduces manual effort and enhances productivity. Essential Job Duties and Responsibilities Design, develop, and maintain automation workflows using tools like Zapier, N8N, Atlassian JSM, Slack and Zoom apps, and AWS Lambda. Evaluate and integrate AI-powered features of automation platforms to intelligently route, prioritize, and respond to workflows. Partner with internal teams (engineering, operations, support, product) to identify repetitive processes and implement scalable, reliable automation solutions. Build and maintain dashboards or monitoring solutions to track automation performance and health. Write custom scripts using JavaScript, Python, or other suitable languages to extend automation capabilities. Contribute to the documentation and best practices of automation strategies at Goodleap. Collaborate with security and infrastructure teams to ensure automations comply with enterprise standards. Required Skills, Knowledge, and Abilities 3+ years of software engineering or technical automation experience. Proficiency in scripting (e.g., JavaScript, Python, TypeScript). Hands-on experience with one or more automation platforms such as Zapier, N8N, Workato, or similar. Familiarity with cloud platforms like AWS (especially Lambda, S3, Step Functions). Experience integrating APIs and webhooks for automation purposes. Strong understanding of system design, modular architecture, and debugging. Effective communicator with strong collaboration and problem-solving skills. Bonus Points Certifications in relevant platforms (e.g., Zapier Expert, AWS Certified Developer). Experience automating tasks in Slack, Zoom, Atlassian tools, or Salesforce. Exposure to AI/ML-based automation tools or low-code platforms with AI integrations. Experience working in fintech, SaaS, or highly regulated industries. Familiarity with Git-based workflows and CI/CD pipelines. Additional Information Regarding Job Duties and s: Job duties include additional responsibilities as assigned by one's supervisor or other managers related to the position/department. This job description is meant to describe the general nature and level of work being performed; it is not intended to be construed as an exhaustive list of all responsibilities, duties and other skills required for the position. The Company reserves the right at any time with or without notice to alter or change job responsibilities, reassign or transfer job position or assign additional job responsibilities, subject to applicable law. The Company shall provide reasonable accommodations of known disabilities to enable a qualified applicant or employee to apply for employment, perform the essential functions of the job, or enjoy the benefits and privileges of employment as required by the law. If you are an extraordinary professional who thrives in a collaborative work culture and values a rewarding career, then we want to work with you! Apply today! We are committed to protecting your privacy. To learn more about how we collect, use, and safeguard your personal information during the application process, please review our Employment Privacy Policy and Recruiting Policy on AI.
    $83k-104k yearly est. Auto-Apply 60d+ ago
  • Collections Specialist

    Goodleap 4.6company rating

    Remote job

    About GoodLeap:GoodLeap is a technology company delivering best-in-class financing and software products for sustainable solutions, from solar panels and batteries to energy-efficient HVAC, heat pumps, roofing, windows, and more. Over 1 million homeowners have benefited from our simple, fast, and frictionless technology that makes the adoption of these products more affordable, accessible, and easier to understand. Thousands of professionals deploying home efficiency and solar solutions rely on GoodLeap's proprietary, AI-powered applications and developer tools to drive more transparent customer communication, deeper business intelligence, and streamlined payment and operations. Our platform has led to more than $27 billion in financing for sustainable solutions since 2018. GoodLeap is also proud to support our award-winning nonprofit, GivePower, which is building and deploying life-saving water and clean electricity systems, changing the lives of more than 1.6 million people across Africa, Asia, and South America. Collections Specialists are responsible for resolving overdue bills and collecting payments from the individuals or businesses responsible for the debt. Identifying accounts with overdue payments and keeping records of the amount owed and the length of the delinquency.Essential Job Duties & Responsibilities: Increase the collection of outstanding payments within our personal finance department, as an individual contributor in the collections process Identify accounts with overdue payments and find solutions to help bring their loan to a current status Maintain daily, weekly and monthly collection and metric goals Outbound/Inbound calls with clients to resolve debts owed All in compliance with Goodleap's collections policies and procedures Required Skills, Knowledge & Abilities: 1-2 years of direct experience in credit and collections; knowledgeable in sales, negotiation and persuasion tools Excellent verbal and written communication skills Prior telemarketing experience with financial products preferred Proficiency with Microsoft Office applications Self-motivated and extremely goal-oriented Team Player Professional demeanor Compensation: $18.00 / hr. +bonus Additional Information Regarding Job Duties and s: Job duties include additional responsibilities as assigned by one's supervisor or other managers related to the position/department. This job description is meant to describe the general nature and level of work being performed; it is not intended to be construed as an exhaustive list of all responsibilities, duties and other skills required for the position. The Company reserves the right at any time with or without notice to alter or change job responsibilities, reassign or transfer job position or assign additional job responsibilities, subject to applicable law. The Company shall provide reasonable accommodations of known disabilities to enable a qualified applicant or employee to apply for employment, perform the essential functions of the job, or enjoy the benefits and privileges of employment as required by the law. If you are an extraordinary professional who thrives in a collaborative work culture and values a rewarding career, then we want to work with you! Apply today!
    $34k-41k yearly est. Auto-Apply 10d ago
  • Staff Software Engineer, Payments (Backend)

    Goodleap 4.6company rating

    Remote job

    About GoodLeap:GoodLeap is a technology company delivering best-in-class financing and software products for sustainable solutions, from solar panels and batteries to energy-efficient HVAC, heat pumps, roofing, windows, and more. Over 1 million homeowners have benefited from our simple, fast, and frictionless technology that makes the adoption of these products more affordable, accessible, and easier to understand. Thousands of professionals deploying home efficiency and solar solutions rely on GoodLeap's proprietary, AI-powered applications and developer tools to drive more transparent customer communication, deeper business intelligence, and streamlined payment and operations. Our platform has led to more than $30 billion in financing for sustainable solutions since 2018. GoodLeap is also proud to support our award-winning nonprofit, GivePower, which is building and deploying life-saving water and clean electricity systems, changing the lives of more than 1.6 million people across Africa, Asia, and South America. Position SummaryWe're looking for a passionate and experienced Staff Software Engineer to join our team that owns the core of our payments technology. In this role, you'll help design, build, and scale both our payments platform and customer-facing payment products, ensuring they are secure, reliable, and performant. You'll collaborate closely with product managers, designers, and fellow engineers to deliver seamless payments experiences that power every transaction.What You'll Do Architect, design, and evolve scalable, high-performance APIs in a distributed environment that power Web, Mobile, and partner integrations Lead integrations with payment processors and alternative payment rails, ensuring reliability, compliance, and future extensibility Collaborate cross-functionally with Product, Risk, Finance, and Operations to translate business requirements into resilient technical solutions Drive the full software development lifecycle, from technical design and implementation through testing, deployment, and post-launch support Mentor and guide engineers across the team, setting high standards for system design, security, scalability, and code quality Champion operational excellence by building and enforcing practices around observability, documentation, monitoring, and alerting Proactively identify, troubleshoot, and resolve complex technical issues to maintain high availability and seamless customer experiences What You Bring 7+ years of back-end development experience with Node.js and TypeScript Proven expertise in architecting complex distributed systems with a focus on scalability, reliability, and security Extensive experience in designing and developing RESTful and APIs, including versioning, documentation, and performance optimization Hands-on experience with cloud infrastructure (preferably AWS), including microservices, serverless, and containerized environments Strong system design and architectural decision-making skills, balancing trade-offs between performance, maintainability, and business needs Demonstrated ability to mentor and lead engineering teams, fostering collaboration, knowledge-sharing, and technical excellence Passion for writing clean, maintainable code and driving best practices in testing, CI/CD, and observability Excellent communication and cross-functional collaboration skills, with a proven track record of influencing technical direction at scale Bonus Points Knowledge of Stripe, QuickBooks, or similar payment platforms Experience with C# Experience with Datadog or similar observability tools Experience in FinTech or other highly regulated industries Previous work with real-time payment processing systems Why Join Us Work on impactful projects that enable sustainability and energy solutions. Competitive salary and benefits package. Opportunity for professional growth in a collaborative, inclusive, and fast-paced environment. Work with a passionate, forward-thinking team dedicated to making a difference. Additional Information Regarding Job Duties and s: Job duties include additional responsibilities as assigned by one's supervisor or other managers related to the position/department. This job description is meant to describe the general nature and level of work being performed; it is not intended to be construed as an exhaustive list of all responsibilities, duties and other skills required for the position. The Company reserves the right at any time with or without notice to alter or change job responsibilities, reassign or transfer job position or assign additional job responsibilities, subject to applicable law. The Company shall provide reasonable accommodations of known disabilities to enable a qualified applicant or employee to apply for employment, perform the essential functions of the job, or enjoy the benefits and privileges of employment as required by the law. If you are an extraordinary professional who thrives in a collaborative work culture and values a rewarding career, then we want to work with you! Apply today! We are committed to protecting your privacy. To learn more about how we collect, use, and safeguard your personal information during the application process, please review our Employment Privacy Policy and Recruiting Policy on AI.
    $95k-120k yearly est. Auto-Apply 60d+ ago
  • Assistant Collections Manager

    Goodleap 4.6company rating

    Remote job

    About GoodLeap:GoodLeap is a technology company delivering best-in-class financing and software products for sustainable solutions, from solar panels and batteries to energy-efficient HVAC, heat pumps, roofing, windows, and more. Over 1 million homeowners have benefited from our simple, fast, and frictionless technology that makes the adoption of these products more affordable, accessible, and easier to understand. Thousands of professionals deploying home efficiency and solar solutions rely on GoodLeap's proprietary, AI-powered applications and developer tools to drive more transparent customer communication, deeper business intelligence, and streamlined payment and operations. Our platform has led to more than $27 billion in financing for sustainable solutions since 2018. GoodLeap is also proud to support our award-winning nonprofit, GivePower, which is building and deploying life-saving water and clean electricity systems, changing the lives of more than 1.6 million people across Africa, Asia, and South America. The Assistant Collections Manager's primary function is to coach, train and develop collectors into strong negotiators while providing excellent customer experience. The Assistant Manager must be able to effectively motivate collectors, to ensure high morale, and be able to achieve monthly goals.Essential Job Duties and Responsibilities: Monitor, train and develop collectors to maximize results while ensuring all policies and procedures are followed. Hold collectors accountable to performance expectations, productivity, attendance policy, and quality scores. Motivates collectors to achieve success and creates a team atmosphere Audits collection activities to ensure maximum results and partners with leadership to recommend changes to enhance the strategies to help lower delinquency Conducts weekly/monthly performance reviews with all direct reports Manages workload (queues and dialer campaigns) to ensure daily/monthly targets are achieved Required Skills, Knowledge and Abilities: Minimum 5 years of experience in collections, financial services or relevant field Minimum 3 years of experience in a consumer collection management role Advanced proficiency with computer functions with MS office suite strongly preferred Ability to lead or manage high performing front line representatives Exceptional communication skills including verbal, written, one-on-one and team Knowledge of collection industry regulations Ability to collaborate across departments to resolve customer concerns Strong leadership skills to motivate employees to achieve success Excellent problem-solving skills Goal oriented focusing on both short and long term visions Understanding of good collection practices and procedures Excellent project management skills and a positive attitude Demonstrated ability to meet deadlines, handle and prioritize simultaneous requests, and manage laterally and upwards Creative and analytical thinker with strong problem-solving skills Must demonstrate exceptional verbal and written communication skills Must demonstrate ability to communicate effectively at all levels of the organization Ability to critically evaluate information gathered from multiple sources, reconcile conflicts, decompose high-level information into details, abstract up from low-level information to a general understanding, and distinguish user requests from the underlying true needs Ability to motivate others to achieve maximum results Ability to drive results with geographically dispersed team Compensation: $60,000 - $75,000 annually Additional Information Regarding Job Duties and s: Job duties include additional responsibilities as assigned by one's supervisor or other managers related to the position/department. This job description is meant to describe the general nature and level of work being performed; it is not intended to be construed as an exhaustive list of all responsibilities, duties and other skills required for the position. The Company reserves the right at any time with or without notice to alter or change job responsibilities, reassign or transfer job position or assign additional job responsibilities, subject to applicable law. The Company shall provide reasonable accommodations of known disabilities to enable a qualified applicant or employee to apply for employment, perform the essential functions of the job, or enjoy the benefits and privileges of employment as required by the law. If you are an extraordinary professional who thrives in a collaborative work culture and values a rewarding career, then we want to work with you! Apply today!
    $60k-75k yearly Auto-Apply 35d ago
  • Sr. Account Manager, Group Benefits (West Coast)

    Lincoln Financial Group 4.6company rating

    Remote or Dallas, TX job

    Alternate Locations: Seattle, WA (Washington); Dallas, TX (Texas); Portland, OR (Oregon); San Francisco, CA (California); US West Work Arrangement: Hybrid : Employee will work 3 days a week in a Lincoln office Requisition #: 75428 The Role at a Glance We are excited to bring on a Sr. Account Manager to join our Workplace Solutions Team in a work from home environment for the West Coast (must be located there). Background Details The Workplace Solutions Team will help you establish and grow your career in Group Benefits providing you with coaching and development to perform in this fast-paced environment. As a Sr. Account Manager, you will be responsible building and maintaining relationships with customers between 1,000 and 5,000 lives by supporting their overall group benefits plan administration (disability, FMLA, life, etc.). You will manage upwards of 20 cases through the life of their partnership with Lincoln Financial. You will be the "go to" for the customer (HR Representative, broker, decision maker, benefit team, corporate level, etc.) by setting expectations, making first impressions, handling any follow up/action items and solving their issues. This opportunity will provide the ability to grow within the group insurance industry while gaining new skills and building strong working relationships. If this sounds like a role for you, please read on! What you'll be doing * You will maintain knowledge on current and emerging developments/trends for assigned territory and products, assessing impacts, and collaborating with management to incorporate new trends and developments in current and future solutions. * You will partner with your customers and the business to retain customers while adding additional lines of coverage to support the needs of their employees to effectively support growth in all segments of our product/service offerings. * You will develop and maintain an understanding of LFG's products, services and operational structure to enhance ability to identify and target sales growth opportunities. * You will provide education, information, training & advice on Lincoln's products & services (including sales support tools, marketing ideas, etc.) to assigned customers ranging from Advisors, Registered Representatives, Brokers and/or Plan Sponsor/Participants. * You will build and maintain business relationships through effective communication via email, phone and in person with internal/external stakeholders in a customer centric and professional demeanor. * You will work through customer issues independently while collaborating with internal stakeholders to resolve issues in a timely manner. * You will identify, recommend and champion process improvements and organizational initiatives to positively influence the team and quality. 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) * 3 - 5+ Years' experience in relationship management that directly aligns with the specific responsibilities for this position * Ability to communicate effectively (verbal/written) * Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) Nice-to have Experience (Preferred): * Management/leadership experience * Project management experience * Experience working with multiple products * Presentation training or skills * Customer and/or broker facing role Travel Requirements * Up to 20% Application Deadline Applications for this position will be accepted through January 30, 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 * 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 $90,000 - $175,000 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 ******************** 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 ************. This Employer Participates in E-Verify. See the E-Verify notices. Este Empleador Participa en E-Verify. Ver el E-Verify avisos. Nearest Major Market: Dallas Nearest Secondary Market: Fort Worth Job Segment: Marketing Manager, Account Manager, Social Media, Compensation, Marketing, Sales, Human Resources
    $90k-175k yearly 7d ago
  • External Wholesaler - RPS

    Lincoln Financial Group 4.6company rating

    Remote or San Francisco, CA job

    Alternate Locations: San Francisco, CA (California); Sacramento, CA (California) Work Arrangement: Remote : Work at home employee residing outside of a commutable distance to an office location. Requisition #: 75191 The Role at a Glance As an External wholesaler for Retirement Plan Services you will develop, direct, implement, and maintain a business plan to achieve sales and growth goals for your assigned external wholesale area(s) of responsibility. You will build, enhance, and direct the relationship with firms and/or institutions in your assigned territory of Northern California. You will also build, direct, and maintain external wholesale sales programs/plans which result in an increase in sales revenue and market share within the assigned territory. What you'll be doing * Builds and directs a more complex relationship platform by identifying senior contacts within targeted firms to achieve profitable sales and Lincoln's product breath growth. * Collaborates with internal stakeholders to ensure the proper processing of all sold products from time of sale to issuance. * Conducts firm/institution meetings and in-person meetings to achieve sales targets. (e.g. due diligence meetings, one-on-one meetings, sponsorship and speaking opportunities). * Develops a comprehensive understanding of existing/targeted firms/institutions including targeted market segments, how they operate, and/or value proposition(s) and is known by them. * Develops and maintains a more complex sales program to increase sales revenue and market share within assigned area of responsibility. * Increases penetration in territory of by optimizing and growing relationships within existing more complex firms/institutions. * Maintains sales call data in appropriate systems and/or complete sales reports. * Meets or exceeds all department and/or sales goals/targets for their assigned territory. * Utilizes expense budgets to set limits and maximize sales opportunities within their assigned territory. * Works effectively to support growth in all segments of Lincoln's products/service offerings to maximize and capitalize on the opportunities to cross sell and penetrate assigned firms/institutions. * Adhere to LFDs Culture of Compliance. Comply with LFDs policies and procedures What we're looking for Must-Haves * 3-5 years' external sales experience in the financial services industry that directly aligns with the specific responsibilities * FINRA Series SIE, 6, 63, L&H * Bachelor's degree or equivalent work experience * Analytical skills and close attention to detail is necessary to determine proper processing of investment documents * Effective verbal and written communication skills * Skill in writing grammatically correct routine business correspondence such as brief transmittal memoranda * Ability to adapt quickly in a changing work environment * Must reside in territory Application Deadline Applications for this position will be accepted through February, 28, 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 $190,000 - $480,000 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 ******************** 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 ************. This Employer Participates in E-Verify. See the E-Verify notices. Este Empleador Participa en E-Verify. Ver el E-Verify avisos. Nearest Major Market: San Francisco Nearest Secondary Market: Oakland Job Segment: Outside Sales, Compliance, Social Media, Bank, Banking, Sales, Legal, Marketing, Finance
    $43k-58k yearly est. 42d ago
  • Staff Product Manager, Home Insights

    Goodleap 4.6company rating

    Remote job

    About GoodLeap:GoodLeap is a technology company delivering best-in-class financing and software products for sustainable solutions, from solar panels and batteries to energy-efficient HVAC, heat pumps, roofing, windows, and more. Over 1 million homeowners have benefited from our simple, fast, and frictionless technology that makes the adoption of these products more affordable, accessible, and easier to understand. Thousands of professionals deploying home efficiency and solar solutions rely on GoodLeap's proprietary, AI-powered applications and developer tools to drive more transparent customer communication, deeper business intelligence, and streamlined payment and operations. Our platform has led to more than $27 billion in financing for sustainable solutions since 2018. GoodLeap is also proud to support our award-winning nonprofit, GivePower, which is building and deploying life-saving water and clean electricity systems, changing the lives of more than 1.6 million people across Africa, Asia, and South America. At GoodLeap, we're driven by a relentless pursuit of innovation. Our passion is exploring the cutting edge of technology, uncovering new opportunities, and building solutions that solve the challenges of tomorrow. We move with the speed and creativity of a startup, embracing an entrepreneurial mindset that pushes boundaries, opens new frontiers, and leads to products that redefine what's possible. We're looking for a Staff Product Manager to lead Home Insights, one of the most strategic areas of our new GoodLeap Homeowner App. This role will define how homeowners understand, track, and act on insights about their home, from energy performance to maintenance and environmental impact. You'll shape the foundation for how GoodLeap delivers lasting value to homeowners by transforming data into personalized, actionable insights that build confidence, trust, and long-term engagement. Essential Job Duties and Responsibilities Drive the vision and strategy for the Home Insights experience, turning complex data into clear and meaningful stories for homeowners Own the end-to-end product experience for the Insights section of the app, including data integrations, visualizations, contextual recommendations, and in-app actions Partner with Design and AI teams to create proactive experiences where insights drive engagement and intelligent recommendations Develop and execute a clear roadmap that balances user delight, business outcomes, and technical feasibility Establish success metrics for engagement, retention, and long-term value created through Insights Provide guidance and direction to cross-functional teams, ensuring alignment and collaboration in prototype development. Operate as a Staff-level leader who mentors others, drives alignment, and influences across multiple domains Required Skills, Knowledge, and Abilities 7 or more years of product management experience, including senior or staff-level ownership of consumer-facing products Experience building data-driven user experiences or products in energy, home improvement, or consumer analytics Strong ability to turn complex data into simple, emotionally resonant user experiences Deep collaboration experience with design, data science, and engineering teams Comfort operating in ambiguity and driving clarity through structure and communication Strong product instincts paired with analytical rigor Excellent communication skills with the ability to influence cross-functional and executive stakeholders Passion for helping homeowners make smarter, more sustainable decisions about their homes Additional Information Regarding Job Duties and s: Job duties include additional responsibilities as assigned by one's supervisor or other managers related to the position/department. This job description is meant to describe the general nature and level of work being performed; it is not intended to be construed as an exhaustive list of all responsibilities, duties and other skills required for the position. The Company reserves the right at any time with or without notice to alter or change job responsibilities, reassign or transfer job position or assign additional job responsibilities, subject to applicable law. The Company shall provide reasonable accommodations of known disabilities to enable a qualified applicant or employee to apply for employment, perform the essential functions of the job, or enjoy the benefits and privileges of employment as required by the law. If you are an extraordinary professional who thrives in a collaborative work culture and values a rewarding career, then we want to work with you! Apply today!
    $85k-110k yearly est. Auto-Apply 60d+ ago
  • Senior Director of Marketing Operations & Data

    Goodleap 4.6company rating

    Remote job

    About GoodLeap:GoodLeap is a technology company delivering best-in-class financing and software products for sustainable solutions, from solar panels and batteries to energy-efficient HVAC, heat pumps, roofing, windows, and more. Over 1 million homeowners have benefited from our simple, fast, and frictionless technology that makes the adoption of these products more affordable, accessible, and easier to understand. Thousands of professionals deploying home efficiency and solar solutions rely on GoodLeap's proprietary, AI-powered applications and developer tools to drive more transparent customer communication, deeper business intelligence, and streamlined payment and operations. Our platform has led to more than $27 billion in financing for sustainable solutions since 2018. GoodLeap is also proud to support our award-winning nonprofit, GivePower, which is building and deploying life-saving water and clean electricity systems, changing the lives of more than 1.6 million people across Africa, Asia, and South America. The Senior Director of Marketing Operations & Data will serve as the strategic backbone of our marketing organization. This role will be responsible for optimizing our marketing technology infrastructure, establishing enterprise-level KPI frameworks, and driving data informed decision-making across all marketing functions. This role will bridge the gap between marketing strategy and execution while ensuring our team has the tools, processes, and insights needed to scale effectively.Essential Job Duties and Responsibilities: Own and optimize the complete marketing technology stack, including CRM, marketing automation, analytics platforms, attribution tools, large language model (LLM) integrations, and emerging martech solutions across both B2B and B2C motions. This includes leading integration and optimization efforts across Salesforce Marketing Cloud, CRM, Pendo, Databricks, and GA4 ecosystems to ensure seamless data connectivity between the website, email, SMS, Push, and in-app channels that support full lifecycle tracking and performance insight. Design and implement scalable processes for lead management, campaign execution, and performance tracking for B2B and B2C campaigns, including the development of testing frameworks to optimize conversion rates, campaign performance, and customer acquisition costs. This role will apply lifecycle and journey mapping expertise to improve engagement across web, email, SMS, push, and in-app content touch points, identifying optimization opportunities and cross-channel automation strategies that drive measurable business outcomes. Ensure data integrity and governance across all marketing systems while partnering with sales operations and data operations and engineering teams to create unified attribution models. This includes maintaining consistent and reliable marketing data flow between digital, lifecycle, and CRM systems, enabling a complete view of campaign performance and customer engagement across channels. Develop executive-level dashboards and reporting cadences that translate marketing performance into meaningful business insights. This includes building comprehensive reporting frameworks that connect marketing activities to revenue outcomes and distilling analytics into clear recommendations that inform strategic decisions and drive continuous optimization across the organization. Stay current with evolving SEO & GEO (Generative Engine Optimization) best practices. Understand and adapt to shifts in digital marketing measurement, including privacy changes, attribution challenges, and new tracking methodologies. Required Skills, Knowledge, and Abilities: Bachelor's degree required. 10-12 years of marketing operations experience, with demonstrated progression in responsibility and impact. Deep expertise in marketing automation platforms (Salesforce Marketing Cloud, HubSpot, Marketo, Pardot), CRM systems (Salesforce preferred), and analytics tools (Google Analytics, Adobe Analytics, Google Tag Manager, SEMrush, and Pendo). Advanced proficiency in SQL, Excel/Google Sheets, and data visualization tools (Tableau, Looker, etc.). Experience with attribution modeling, MMM (Media Mix Modeling), and advanced analytics methodologies. Strong knowledge of data privacy regulations and their implications for data collection, consent, and marketing automation. Familiarity with AMP for Email, MJML, and tokenized dynamic content frameworks within marketing automation platforms. Experience with API integrations, data event infrastructure, webhooks, and scripting (e.g., AMPscript, Velocity, or JavaScript) to extend automation platform capabilities. Strong understanding of both B2C and B2B marketing principles, with experience in complex, multi-stakeholder sales environments. Experience developing and maintaining full-funnel lifecycle measurement frameworks-from website and blog analytics to email, SMS, and CRM engagement-linking marketing activity to revenue and retention outcomes. Compensation: $150,000 - $170,000 annually Additional Information Regarding Job Duties and s: Job duties include additional responsibilities as assigned by one's supervisor or other managers related to the position/department. This job description is meant to describe the general nature and level of work being performed; it is not intended to be construed as an exhaustive list of all responsibilities, duties and other skills required for the position. The Company reserves the right at any time with or without notice to alter or change job responsibilities, reassign or transfer job position or assign additional job responsibilities, subject to applicable law. The Company shall provide reasonable accommodations of known disabilities to enable a qualified applicant or employee to apply for employment, perform the essential functions of the job, or enjoy the benefits and privileges of employment as required by the law. If you are an extraordinary professional who thrives in a collaborative work culture and values a rewarding career, then we want to work with you! Apply today!
    $150k-170k yearly Auto-Apply 60d+ ago
  • External Wholesaler - Retirement Plans

    Lincoln Financial Group 4.6company rating

    Remote or Phoenix, AZ job

    Alternate Locations: Phoenix, AZ (Arizona) Work Arrangement: Remote : Work at home employee residing outside of a commutable distance to an office location. The Role at a Glance As an External wholesaler for Retirement Plan Services you will develop, direct, implement, and maintain a business plan to achieve sales and growth goals for your assigned external wholesale area(s) of responsibility. You will build, enhance, and direct the relationship with firms and/or institutions in your assigned territory of Arizona, New Mexico, and El Paso. You will also build, direct, and maintain external wholesale sales programs/plans which result in an increase in sales revenue and market share within the assigned territory. What you'll be doing * Builds and directs a more complex relationship platform by identifying senior contacts within targeted firms to achieve profitable sales and Lincoln's product breath growth. * Collaborates with internal stakeholders to ensure the proper processing of all sold products from time of sale to issuance. * Conducts firm/institution meetings and in-person meetings to achieve sales targets. (e.g. due diligence meetings, one-on-one meetings, sponsorship and speaking opportunities). * Develops a comprehensive understanding of existing/targeted firms/institutions including targeted market segments, how they operate, and/or value proposition(s) and is known by them. * Develops and maintains a more complex sales program to increase sales revenue and market share within assigned area of responsibility. * Increases penetration in territory of by optimizing and growing relationships within existing more complex firms/institutions. * Maintains sales call data in appropriate systems and/or complete sales reports. * Meets or exceeds all department and/or sales goals/targets for their assigned territory. * Utilizes expense budgets to set limits and maximize sales opportunities within their assigned territory. * Works effectively to support growth in all segments of Lincoln's products/service offerings to maximize and capitalize on the opportunities to cross sell and penetrate assigned firms/institutions. * Adhere to LFDs Culture of Compliance. Comply with LFDs policies and procedures What we're looking for Must-Haves * 3-5 years' external sales experience in the financial services industry that directly aligns with the specific responsibilities * FINRA Series SIE, 6, 63, L&H * Bachelor's degree or equivalent work experience * Must reside in sales territory * Analytical skills and close attention to detail is necessary to determine proper processing of investment documents * Effective verbal and written communication skills * Skill in writing grammatically correct routine business correspondence such as brief transmittal memoranda * Ability to adapt quickly in a changing work environment Application Deadline Applications for this position will be accepted through March 31, 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 $215,000 - $480,000 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 ******************** 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 ************. This Employer Participates in E-Verify. See the E-Verify notices. Este Empleador Participa en E-Verify. Ver el E-Verify avisos. Nearest Major Market: Phoenix Job Segment: Social Media, Outside Sales, Compliance, Bank, Banking, Marketing, Sales, Legal, Finance
    $45k-60k yearly est. 34d ago
  • Product Manager, Virtual Power Plant

    Goodleap 4.6company rating

    Remote job

    About GoodLeap:GoodLeap is a technology company delivering best-in-class financing and software products for sustainable solutions, from solar panels and batteries to energy-efficient HVAC, heat pumps, roofing, windows, and more. Over 1 million homeowners have benefited from our simple, fast, and frictionless technology that makes the adoption of these products more affordable, accessible, and easier to understand. Thousands of professionals deploying home efficiency and solar solutions rely on GoodLeap's proprietary, AI-powered applications and developer tools to drive more transparent customer communication, deeper business intelligence, and streamlined payment and operations. Our platform has led to more than $30 billion in financing for sustainable solutions since 2018. GoodLeap is also proud to support our award-winning nonprofit, GivePower, which is building and deploying life-saving water and clean electricity systems, changing the lives of more than 1.6 million people across Africa, Asia, and South America. At Goodleap, we're driven by a relentless pursuit of innovation. Our passion lies in exploring the forefront of technology, identifying emerging opportunities, and creating solutions that tackle the challenges of tomorrow. Like a startup, we embrace an entrepreneurial mindset, pushing boundaries to bring our company into new territories and develop revolutionary products. We're looking for a mission-driven Product Manager to lead the automation of critical operational workflows tied to our Virtual Power Plant platform. Today, each time we dispatch an event, our team executes a highly manual sequence of tasks including participant targeting, pre-event optimizations, real-time monitoring, and post-event reporting. These workflows are essential to maximizing performance and ensuring timely, accurate reporting for internal stakeholders and external energy partners.As our VPP business rapidly scales, we need a product leader who can turn these operational pain points into seamless, automated product experiences. You'll work at the intersection of Product, Data, Engineering, and Operations to build tools and systems that increase efficiency, unlock insights, and drive dispatch success at scale.Essential Job Duties & Responsibilities: Contribute to and drive the roadmap for VPP operational automation and platform capabilities Identify and automate manual workflows tied to enrollments, dispatch planning, real-time monitoring, and post-event reporting Coordinate and execute day-of operations for VPP events across ISO/RTO markets (e.g., CAISO, ISO-NE, ERCOT, PJM) Monitor real-time performance during events and escalate operational issues or anomalies Build tooling to help our operations run events more efficiently, at greater scale, and effectiveness Track and improve key KPIs like dispatch success rate, participation, DER utilization, operational turnaround time, and reporting efficiency Required Skills, Knowledge & Abilities: 3-5 years of product management experience, ideally in energy, grid operations, DER aggregation, SaaS platforms, or other data-rich environments Technical understanding of distributed energy systems, including inverters, battery storage, and smart thermostats Hands-on experience with VPP operations, demand response, and DER technologies like solar, battery storage, electric vehicles, and load controls Familiarity with energy markets, including wholesale and ancillary services, and exposure to policy, compliance, or standards development Strong systems thinker and workflow optimizer, skilled at mapping complex processes and simplifying them through automation and smart tooling Experience managing operational workflows, building standard operating procedures (SOPs), and developing internal tools or dashboards to support scale Excellent communicator and collaborator, equally comfortable with engineers, analysts, operators, and cross-functional partners Working knowledge of ISO/RTO rules, telemetry requirements, and participation models for DERs and VPPs Degree in engineering, energy systems, or a technical field, or equivalent practical experience Additional Information Regarding Job Duties and s: Job duties include additional responsibilities as assigned by one's supervisor or other managers related to the position/department. This job description is meant to describe the general nature and level of work being performed; it is not intended to be construed as an exhaustive list of all responsibilities, duties and other skills required for the position. The Company reserves the right at any time with or without notice to alter or change job responsibilities, reassign or transfer job position or assign additional job responsibilities, subject to applicable law. The Company shall provide reasonable accommodations of known disabilities to enable a qualified applicant or employee to apply for employment, perform the essential functions of the job, or enjoy the benefits and privileges of employment as required by the law. If you are an extraordinary professional who thrives in a collaborative work culture and values a rewarding career, then we want to work with you! Apply today! We are committed to protecting your privacy. To learn more about how we collect, use, and safeguard your personal information during the application process, please review our Employment Privacy Policy and Recruiting Policy on AI.
    $85k-110k yearly est. Auto-Apply 60d+ ago
  • External Wholesaler - Annuities

    Lincoln Financial Group 4.6company rating

    Remote or Houston, TX job

    Alternate Locations: Houston, TX (Texas) Work Arrangement: Remote : Work at home employee residing outside of a commutable distance to an office location. The Role at a Glance As an Annuities External Wholesaler you will be responsible for proactively promoting sales of Lincoln Financial Group's products to financial advisors within the IP and Edward Jones channels through wholesale and point of sale efforts for the assigned territory in the South East TX (Houston market). What you'll be doing * Builds and directs a more complex relationship platform by identifying senior contacts within targeted firms to achieve profitable sales and Lincoln's product breath growth. * Collaborates with internal stakeholders to ensure the proper processing of all sold products from time of sale to issuance. * Conducts firm/institution meetings and in-person meetings to achieve sales targets. (e.g. due diligence meetings, one-on-one meetings, sponsorship and speaking opportunities). * Develops a comprehensive understanding of existing/targeted firms/institutions including targeted market segments, how they operate, and/or value proposition(s) and is known by them. * Develops and maintains a more complex sales program to increase sales revenue and market share within assigned area of responsibility. * Increases penetration in territory of by optimizing and growing relationships within existing more complex firms/institutions. * Maintains sales call data in appropriate systems and/or complete sales reports. * Meets or exceeds all department and/or sales goals/targets for their assigned territory. * Utilizes expense budgets to set limits and maximize sales opportunities within their assigned territory. * Works effectively to support growth in all segments of Lincoln's products/service offerings to maximize and capitalize on the opportunities to cross sell and penetrate assigned firms/institutions. * Adhere to LFDs Culture of Compliance. Comply with LFDs policies and procedures What we're looking for Must-Haves * 3-5 years' external sales experience in the financial services industry that directly aligns with the specific responsibilities preferred * FINRA Series SIE, 6, 63, L&H * Bachelor's degree or equivalent work experience * Must Reside in Territory Upon Hire * Analytical skills and close attention to detail is necessary to determine proper processing of investment documents * Effective verbal and written communication skills * Reading skills to interpret documents in standard English text such as policies, proposals, applications, and procedures * Ability to adapt quickly in a changing work environment * Ability to work independently in a team environment Application Deadline Applications for this position will be accepted through February, 28, 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 $190,000 - $480,000 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 ******************** 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 ************. This Employer Participates in E-Verify. See the E-Verify notices. Este Empleador Participa en E-Verify. Ver el E-Verify avisos. Nearest Major Market: Houston Job Segment: Compliance, Outside Sales, Social Media, Bank, Banking, Legal, Sales, Marketing, Finance
    $37k-50k yearly est. 7d ago

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