Lincoln Financial
AVP, Product Compliance & State Filing - Retail Annuities
Lincoln Financial, Boston, Massachusetts, us, 02298
The Role at a Glance
The AVP, Product Compliance & State Filing provides leadership, direction and functional expertise to ensure strong product compliance and filing results for the Retail Annuities business. This individual will direct all phases of the product filing process, while leading a team of subject matter experts. This individual will also lead and support the development and implementation of Product Compliance and State Filing strategy, policies, procedures and controls. What you'll be doing
Direct the execution of activity necessary to expedite state product approvals, to include negotiations with regulatory authorities, discussions with outside counsel and/or consulting firms Ensure that top talent is hired, and talent is developed Assess and communicate the impact of industry and regulatory changes Collaborate with senior management and other internal stakeholders to incorporate new trends and developments in current and future product compliance and filing strategies for Retail Annuities. Identify and direct strategic process improvements that can reduce workloads, improve productivity and/or improve quality across the team and organization Develop/direct product compliance strategy, policies, procedures and controls to comply with state regulatory requirements What we’re looking for
Must-haves: 10+ years of product compliance and state filing experience in the insurance industry Broad and deep knowledge of individual annuities Comprehensive understanding of Product Development, management and implementation processes Demonstrated ability to synthesize complex concepts and communicate clearly, simply, and effectively 4 Year/Bachelor’s degree, or equivalent experience Application Deadline
Applications for this position are expected to be accepted through September 30, 2025, subject to an earlier closure date. 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. Be Aware of Fraudulent Recruiting Activities: If you are interested in a career at Lincoln, review 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 sensitive information in job applications, and recruiters do not communicate through free email accounts or conduct interviews via free video chat platforms. We will never ask for payment during the hiring process or extend an offer without a phone, live video or in-person interview. Please contact Lincoln's fraud team at fraudhotline@lfg.com if you encounter a recruiter or see a suspicious job opportunity. 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 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 is committed to recruit, hire, compensate, train and promote, in all job classifications, without regard to race, color, religion, sex, age, national origin or disability. Opportunities throughout Lincoln are available to employees and applicants are evaluated on the basis of job qualifications. If you are a person with a disability that impedes your ability to express your interest for a position through our online application process, or require TTY/TDD assistance, contact us by calling 260-455-2558.
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The AVP, Product Compliance & State Filing provides leadership, direction and functional expertise to ensure strong product compliance and filing results for the Retail Annuities business. This individual will direct all phases of the product filing process, while leading a team of subject matter experts. This individual will also lead and support the development and implementation of Product Compliance and State Filing strategy, policies, procedures and controls. What you'll be doing
Direct the execution of activity necessary to expedite state product approvals, to include negotiations with regulatory authorities, discussions with outside counsel and/or consulting firms Ensure that top talent is hired, and talent is developed Assess and communicate the impact of industry and regulatory changes Collaborate with senior management and other internal stakeholders to incorporate new trends and developments in current and future product compliance and filing strategies for Retail Annuities. Identify and direct strategic process improvements that can reduce workloads, improve productivity and/or improve quality across the team and organization Develop/direct product compliance strategy, policies, procedures and controls to comply with state regulatory requirements What we’re looking for
Must-haves: 10+ years of product compliance and state filing experience in the insurance industry Broad and deep knowledge of individual annuities Comprehensive understanding of Product Development, management and implementation processes Demonstrated ability to synthesize complex concepts and communicate clearly, simply, and effectively 4 Year/Bachelor’s degree, or equivalent experience Application Deadline
Applications for this position are expected to be accepted through September 30, 2025, subject to an earlier closure date. 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. Be Aware of Fraudulent Recruiting Activities: If you are interested in a career at Lincoln, review 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 sensitive information in job applications, and recruiters do not communicate through free email accounts or conduct interviews via free video chat platforms. We will never ask for payment during the hiring process or extend an offer without a phone, live video or in-person interview. Please contact Lincoln's fraud team at fraudhotline@lfg.com if you encounter a recruiter or see a suspicious job opportunity. 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 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 is committed to recruit, hire, compensate, train and promote, in all job classifications, without regard to race, color, religion, sex, age, national origin or disability. Opportunities throughout Lincoln are available to employees and applicants are evaluated on the basis of job qualifications. If you are a person with a disability that impedes your ability to express your interest for a position through our online application process, or require TTY/TDD assistance, contact us by calling 260-455-2558.
#J-18808-Ljbffr