About this role
The Role at a Glance
This role applies advanced knowledge of AI, analytics, reporting, data, and automation to lead complex projects and develop scalable solutions within established business priorities. The role works with leaders and cross-functional partners to clarify needs, recommend approaches, coordinate delivery, and improve processes, reporting, decision-making, and measurable business outcomes.
What you'll be doing
- Identifying, evaluating, prioritizing, and executing complex AI, analytics, reporting, and automation opportunities.
- Facilitating business discovery and requirements-gathering workshops and translating business objectives into analytical, reporting, automation, AI, and technology requirements.
- Building and managing a portfolio of AI, automation, reporting, and analytics initiatives.
- Leading AI use cases from concept through implementation, adoption, measurement, and value realization.
- Designing and optimizing AI-enabled workflows using Microsoft Copilot, Claude, Claude Code, and other approved enterprise AI technologies, applying sound judgment and established governance standards.
- Developing reusable prompts, prompt libraries, workflow templates, automation components, and solution assets that improve consistency, efficiency, and scalability.
- Documenting models, prompts, workflows, business rules, controls, and solution designs to support reproducibility, auditability, maintenance, and compliance with governance expectations.
- Designing, building, and maintaining complex data models, dashboards, scorecards, performance metrics, and reporting solutions that provide reliable and actionable business insights.
- Developing executive and operational reporting that communicates trends, risks, opportunities, capacity constraints, and performance improvement opportunities.
- Analyzing large, complex, and incomplete datasets; resolving data and reporting issues where precedent may not exist and recommending practical improvements to processes, controls, and services.
- Partnering with Technology and Data & Analytics teams to define integration requirements and implementing scalable reporting solutions that combine information from enterprise platforms and source systems.
- Translating fragmented business processes, disparate data sources, and reporting needs into reusable business definitions, mapping rules, data models, and governed reporting assets.
- Providing subject matter guidance to stakeholders and project participants, explaining complex concepts, and sharing reusable practices that strengthen solution quality and adoption.
- Leading the work of small project teams as assigned, coordinating tasks, providing guidance, and supporting delivery against project objectives and departmental priorities.
What we’re looking for
Must Have:
- 4 Year/Bachelor's degree or equivalent work experience (4 years of experience in lieu of Bachelor's) (Minimum Required)
- 5+ Years Experience directly aligned to the duties of the role, including analytics, business intelligence, reporting, AI solutions, automation, data solutions, operational excellence, enterprise services, consulting, or related disciplines. (Required)
Nice to Have:
- Advanced Excel
- Power BI
- Power Automate
- MS Power Apps
- Generative AI platforms such as MS Co-Pilot, Claude
- Claude Code
- SQL
- Tableau
- Alteryx
- Process Mining Solutions
- Python
Application Deadline
Applications for this position will be accepted through December 9, 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 $106,875 - $171,000 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