Marketing Operations Coordinator - (NG13372)

Lincoln Financial Group affiliated companies offer a complete suite of financial products and investments to help investors find solutions for reaching their goals. We believe in carrying on the proud tradition of our namesake and in approaching business with honesty, integrity, and excellence.

Today, Lincoln Financial Group is a proven industry leader in identifying and delivering sophisticated financial planning and product solutions for the wealth cycle, from creation, through protection, and to enjoyment

The Marketing Operations Coordinator’s role is to coordinate the filing of all marketing collateral across all product lines with the Broker/Dealer firms. He/she will provide general support for the Director of Creative Operations.

Major Responsibilities:

1. Serve as Marketing Operations Coordinator for all marketing and sales support materials
2 Work with Marketing Directors in building a strategy & having a solid understanding in terms of prioritization of what pieces need to be filed with the firms and when
3.Responsible for completing the cover forms required for each firm and the transmission of the required materials to the appropriate firm contacts, coordination of all changes, follow-up & the ability to persuade the firms for approvals
4. Develop & maintain a database of key contact information (names/address/phone#’s) for the submission of product material to each firm
5. Keeping a calendar database of what’s been submitted, where it’s at in the process & when it will be due back in addition to keeping track of what form each firm requires for their submission (hard copy or electronic)
6. Develop and maintain a strong relationship role with the firms contacts.
7 Ability to determine if changes received require further negotiations from the Marketing Director
8 Support Director of Creative Operations as needed

Training/Formal Education/Licenses:
BA degree with emphasis in marketing, communications or related area, preferred, although not required.

Experience:

Two to three years in Accounts payable/Receivable background a plus

Prior Industry (Financial Field) experience preferred, although not mandatory

Excellent computer skills REQUIRED-data base knowledge, Microsoft office including excel & access, stays current and enhances process through technology/systems.

Skills and Competencies:

Detail Oriented and Highly Organized

Excellent communication and diplomacy skills, ability to work with creative team, Marketing Directors/Managers, sales force and Broker/Dealer firms

Able to juggle multiple tasks and responsibilities

Proactive – anticipates needs, problems, opportunities

Flexible problem-solving approach

Process-oriented with an uncanny ability to get things done

Competencies required to demonstrate exceptional performance in this position include:

Accountability and Execution
Accountability and Execution involves demonstrating the mind/skill set necessary to execute and deliver results in a consistent and predictable manner. It includes setting well-defined objectives, clarifying individual roles and accountabilities, establishing effective and efficient work processes, monitoring progress and taking timely acting action to ensure that results are achieved, and providing differentiated recognition/rewards to others based on their contribution to success.

Agility and Innovation
Agility and Innovation involves the ability to think and problem-solve in flexible and resourceful ways, to identify opportunities that aren’t readily apparent, and to devise creative new ideas and approaches that can make a practical positive impact on the business.

Bias for Action
Bias for action involves displaying a consistently high energy level and strong initiative, a passion and intensity for the work, a sense of urgency for constantly moving things forward and a tenacity to not let things languish, even when obstacles and/or resistance are encountered.

Customer Focus Attitude
Customer focus attitude means performing the minute-by-minute tasks of the workday by thinking of how the output makes it possible for the customer and stakeholder to get his or her job done first, not by thinking of the administrative convenience of the department. It is most noticeable in a friendly, positive tone, style and manner of working with stakeholders and customers.

Detailed and Organized
Detailed and Organized includes efficiently using self and other time well. Plans in advance and has a logical thought out process for approach for their work.

Flexibility and Adaptability
Flexibility and adaptability involves learning quickly when facing new problems, enjoying the challenge of unfamiliar tasks and having a zest for mastering new situations. It often includes being willing to discard previous thinking as soon as it no longer applies and experimenting to find new solutions.

Proactive/Anticipatory Planning
Proactive/Anticipatory Planning involves combining superior project management skills with an innate ability to foresee and communicate on the fly to stakeholders the impact of small requests or adjustments in plan on overall deliverables and, most importantly, timetables. This competency is used frequently before commitments are made and is vital to setting realistic expectations.

Teamwork and Collaboration
Teamwork and collaboration involves being willing to share and model a common agenda and set of values for the overall organization, communicating with others in a manner that builds a spirit of trust and collaboration, and working to break down silos or boundaries in order to help the organization maximize the leverage from its combined resources.

Speak with Impact
Speak with Impact by expressing oneself clearly, concisely, and effectively; adapts content and level of detail to the situation; prepares and delivers clear, well-organized presentations; develops a smooth, polished delivery style; and creates high-impact visual aids.

Relationship and Influence Skills
Relationships and Influence Skills involves understanding and demonstrating a wide variety of people skills including the abilities to: read and understand individual differences, listen actively and well, build rapport with a wide variety of people, communicate in an articulate and persuasive manner, and to work effectively within the dynamics of groups and organizations.

Persuasive Effective Communicator
Persuasive Effective Communicator involves the ability to speak with conviction and clarity. Is able to communicate effectively and tailor tone and voice to appropriate audiences.

We are proud to be an EEO/AA employer M/F/D/V. We maintain a drug-free workplace and perform pre-employment substance abuse testing.

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Company Overview


Lincoln Financial Group is a diversified financial services organization. Primary operations are based in Philadelphia, PA, Fort Wayne, IN, Greensboro, NC, and Hartford, CT. Lincoln companies offer financial, retirement and estate planning services plus financial and investment products in five areas: insurance and annuities, individual and group retirement plans, group benefits, mutual funds and investment management. Our goal is to provide clear, understandable financial information to aid customers and financial advisors in making sound decisions to meet individual financial goals.