We’re excited to bring on a Sr Consultant, Fund Administration, Regulatory to contribute to various mutual fund and investment adviser projects, including drafting and processing SEC filings; drafting fund board materials; drafting certifications, agreements, amendments, and correspondence; and other projects as needed. We are looking for someone fill this important role in the legal department working alongside other paralegals and legal counsel supporting our growing funds management business ... more details
Alternate Locations: Radnor, PA (Pennsylvania)
Work Arrangement:
Hybrid/Common Days+ : Work 2-3 days a week in a Lincoln office with a designated workspace.
Relocation assistance: is not available for this opportunity.
Requisition #: 73291
We’re excited to bring on a Sr Consultant, Fund Administration, Regulatory to contribute to various mutual fund and investment adviser projects, including drafting and processing SEC filings; drafting fund board materials; drafting certifications, agreements, amendments, and correspondence; and other projects as needed. We are looking for someone fill this important role in the legal department working alongside other paralegals and legal counsel supporting our growing funds management business line.
In this role you will have a role in a fast moving and organizationally important business, working with colleagues within the legal department as well as portfolio management, accounting, relationship management, external counsel, auditors, and others.
What you'll be doing:
- Provides subject matter expertise on preparation and processing of SEC filings.
- Participates in complex assignments, projects, and/or initiatives to maintain, build, and enhance Lincoln’s mutual fund and investment adviser functions.
- Develops and defines appropriate objectives for quality, compliance, and productivity within his/her assigned areas of responsibility.
- Key contributor & advisor in cross-functional team environments & interacts with lines of business.
- Collaborates with peers and leadership across the Business Units and Departments.
- Satisfies appropriate objectives for quality, compliance, and productivity within his/her assigned areas of responsibility.
- Provides subject matter expertise to team members and applicable internal/external stakeholders on complex assignments/projects for his/her assigned area(s) of responsibility.
- Remains updated on changes in SEC filing requirements and related practices.
What we're looking for:
- Undergraduate degree and 4+ years of comparable work experience
- 5-7+ years of experience (minimum) that align with the responsibilities of the job
- Familiarity with SEC filings (e.g. EDGAR) and related regulatory filing requirements
- Skilled collaborator who can work in tandem with a highly skilled and driven team
- Strong communication and project management skills
- Independent worker who can work with decreasing levels of supervision over time
- Curious learner who seeks to continually update and improve
What’s it like to work here?
At Lincoln Financial Group, we love what we do. We make meaningful contributions each and every day to empower our customers to take charge of their lives. Working alongside dedicated and talented colleagues, we build fulfilling careers and stronger communities through a company that values our unique perspectives, insights and contributions and invests in programs that empower each of us to take charge of our own future.
What’s in it for you:
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Clearly defined career tracks and job levels, along with associated behaviors for each Lincoln leadership Attribute.
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Leadership development and virtual training opportunities
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PTO/parental leave
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Competitive 401K and employee benefits
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Free financial counseling, health coaching and employee assistance program
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Tuition assistance program
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A leadership team that prioritizes your health and well-being; offering a remote work environment and flexible work hybrid situations
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Effective productivity/technology tools and training
Pay Range: $90,300 - $164,700
Actual base pay could vary based on non-discriminatory factors including but not limited to work experience, education, location, licensure requirements, proficiency and qualifications required for the role. The base pay is just one component of Lincoln’s total rewards package for employees. In addition, the role may be eligible for the Annual Incentive Program, which is discretionary and based on the performance of the company, business unit and individual. Other rewards may include long-term incentives, sales incentives and Lincoln’s standard benefits package.
About The Company
Lincoln Financial Group helps people to plan, protect and retire with confidence. As of Dec. 31, 2023, approximately 17 million customers trust our guidance and solutions across four core businesses – annuities, life insurance, group protection and retirement plan services. As of December 31, 2023, the company had $295 billion in end-of-period account balances, net of reinsurance. Headquartered in Radnor, Pa., Lincoln Financial Group is the marketing name for Lincoln National Corporation (NYSE: LNC) and its affiliates. Learn more at LincolnFinancial.com.
Lincoln is committed to creating a diverse and inclusive environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.
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Be Aware of Fraudulent Recruiting Activities
If you are interested in a career at Lincoln, we encourage you to review our current openings and apply on our website. Lincoln values the privacy and security of every applicant and urges all applicants to diligently protect their sensitive personal information from scams targeting job seekers. These scams can take many forms including fake employment applications, bogus interviews and falsified offer letters.
Lincoln will not ask applicants to provide their social security numbers, date of birth, bank account information or other sensitive information in job applications. Additionally, our recruiters do not communicate with applicants through free e-mail accounts (Gmail, Yahoo, Hotmail) or conduct interviews utilizing video chat rooms. We will never ask applicants to provide payment during the hiring process or extend an offer without conducting a phone, live video or in-person interview. Please contact Lincoln's fraud team at fraudhotline@lfg.com if you encounter a recruiter or see a job opportunity that seems suspicious.
Additional Information
This position may be subject to Lincoln’s Political Contribution Policy. An offer of employment may be contingent upon disclosing to Lincoln the details of certain political contributions. Lincoln may decline to extend an offer or terminate employment for this role if it determines political contributions made could have an adverse impact on Lincoln’s current or future business interests, misrepresentations were made, or for failure to fully disclose applicable political contributions and or fundraising activities.
Any unsolicited resumes or candidate profiles submitted through our web site or to personal e-mail accounts of employees of Lincoln Financial Group are considered property of Lincoln Financial Group and are not subject to payment of agency fees.
Lincoln Financial Group (“LFG”) is an Equal Opportunity employer and, as such, is committed in policy and practice to recruit, hire, compensate, train and promote, in all job classifications, without regard to race, color, religion, sex (including pregnancy), age, national origin, disability, sexual orientation, gender identity and expression, Veteran status, or genetic information. Applicants are evaluated on the basis of job qualifications. If you are a person with a disability that impedes your ability to express your interest for a position through our online application process, or require TTY/TDD assistance, contact us by calling 260-455-2558.
This Employer Participates in E-Verify. See the E-Verify notices.
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