📍 Job Overview

Job Title: AVP, Annuity Technical Support
Company: Lincoln Financial
Location: Hartford, Connecticut, United States
Job Type: Remote Solely
Category: Web Technology - Senior Technical Role
Date Posted: 2025-08-01
Experience Level: 10+ years
Remote Status: Remote (Work from Home)

🚀 Role Summary

Lead the development and oversight of Excel-based projection calculators to validate the accuracy of administration and illustration systems.
Provide strategic guidance and mentorship to the annuity technical support team.
Act as a liaison to internal and external stakeholders to ensure seamless technical delivery of product offerings.
Drive continuous innovation and efficiency in annuity product technical support.

📝 Enhancement Note: This role requires a strong technical background in annuity products, advanced Excel skills, and the ability to manage and mentor a team. The remote work arrangement offers flexibility and work-life balance.

💻 Primary Responsibilities

Technical Leadership: Develop and maintain Excel-based projection calculators, ensuring accuracy and efficiency in annuity product administration and illustration systems.
Team Management: Provide strategic guidance, mentorship, and coaching to the annuity technical support team, fostering a collaborative and innovative work environment.
Stakeholder Management: Serve as the primary point of contact between the annuity technical support team and internal/external stakeholders, ensuring seamless technical delivery of product offerings.
Process Improvement: Identify strategic opportunities to improve the quality and quantity of benchmark test tools developed and maintained by the team.
Project Management: Coordinate and balance multiple projects under pressure in a time-sensitive environment, meeting project deadlines.
Technical Analysis: Provide complex, forward-thinking analysis and technical direction for the annuity product team, translating technical requirements into actionable tasks.
Subject Matter Expertise: Act as a technical expert for various stakeholders, supporting the delivery of routine assignments/projects.

📝 Enhancement Note: This role requires strong problem-solving skills, attention to detail, and the ability to manage multiple projects simultaneously. The candidate should be comfortable working in a dynamic, fast-paced environment and collaborating with cross-functional teams.

🎓 Skills & Qualifications

Education: Bachelor's degree or equivalent work experience (4 years of experience in lieu of Bachelor's degree)

Experience: 10+ years of experience in modeling or programming directly related to annuity products and markets

Required Skills:

Advanced Excel and programming skills (VBA or similar languages)
Deep understanding of annuity products and markets
Strong analytical and problem-solving skills
Detail-oriented, independent, motivated, and innovative
Excellent written and verbal communication skills
Ability to read, analyze, and interpret both internal and external documents
Ability to work with others in a collaborative team environment
Demonstrated solid relationship management skills with internal clients
Demonstrated solid project management skills, including critical ability to coordinate and balance multiple projects under pressure in a time-sensitive environment and meet deadlines

Preferred Skills:

Experience with Agile methodologies and change management
Knowledge of regulatory requirements and industry trends in annuity products
Familiarity with testing resources and tools for annuity product suites

📝 Enhancement Note: Candidates with a strong technical background in annuity products, advanced Excel skills, and experience managing teams will be highly competitive for this role. Familiarity with Agile methodologies and regulatory requirements is a plus.

📊 Web Portfolio & Project Requirements

Portfolio Essentials:

A comprehensive portfolio demonstrating advanced Excel skills, including complex formulas, VBA macros, and data visualization techniques.
Examples of annuity product technical support projects, showcasing problem-solving skills, attention to detail, and the ability to manage multiple projects simultaneously.
A well-documented approach to project management, including timelines, milestones, and stakeholder communication strategies.

Technical Documentation:

Detailed documentation of Excel-based projection calculators, including assumptions, formulas, and validation processes.
Clear and concise technical specifications for annuity product administration and illustration systems.
Evidence of continuous learning and staying up-to-date with industry trends and best practices in annuity product technical support.

📝 Enhancement Note: Candidates should emphasize their technical expertise in annuity products, advanced Excel skills, and project management experience in their portfolio. Clear and concise documentation is crucial for this role.

💵 Compensation & Benefits

Salary Range: $125,800 - $229,100 per year (anticipated pay for new hires between the minimum and midpoint of the range)

Benefits:

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

Working Hours: Full-time (40 hours per week)

📝 Enhancement Note: The salary range for this role is competitive within the annuity product technical support industry. Lincoln offers a comprehensive benefits package, including career development opportunities, PTO, and work-life balance initiatives.

🎯 Team & Company Context

Company Culture:

Lincoln Financial values its employees and invests in programs that empower each individual to take charge of their own future.
The company fosters a collaborative and inclusive work environment, valuing unique perspectives, insights, and contributions.

Team Structure:

The annuity technical support team consists of technical specialists, project managers, and analysts, working together to ensure accurate and efficient annuity product administration and illustration systems.
The team collaborates closely with cross-functional departments, external systems providers, and stakeholders to build consensus on technical accuracy and product calculations.

Development Methodology:

The team follows Agile methodologies, focusing on iterative development, continuous improvement, and customer satisfaction.
Agile practices include sprint planning, daily stand-ups, code reviews, and regular retrospectives to ensure efficient project delivery and team collaboration.

Company Website: https://www.lincolnfinancial.com/

📝 Enhancement Note: Lincoln Financial offers a collaborative and inclusive work environment, valuing unique perspectives, insights, and contributions. The company fosters a culture of continuous learning, innovation, and teamwork.

📈 Career & Growth Analysis

Web Technology Career Level: Senior Technical Role - AVP, Annuity Technical Support

Reporting Structure: This role reports directly to the Senior Vice President of Annuity Technical Support, providing strategic guidance and mentorship to the annuity technical support team.

Technical Impact: The AVP, Annuity Technical Support role has a significant impact on annuity product accuracy, efficiency, and innovation. The incumbent is responsible for developing and maintaining Excel-based projection calculators, ensuring accurate and efficient administration and illustration systems.

Growth Opportunities:

Technical Leadership: Advance to a Senior Vice President or Chief Technology Officer role, overseeing multiple annuity technical support teams and driving strategic initiatives across the organization.
Product Management: Transition into a product management role, focusing on annuity product development, roadmap planning, and stakeholder communication.
Consulting or Entrepreneurship: Leverage extensive annuity product technical support experience to become a consultant or entrepreneur, offering specialized services to insurance companies and financial institutions.

📝 Enhancement Note: This role offers significant growth potential within Lincoln Financial and the broader annuity product technical support industry. Candidates with strong leadership, technical, and communication skills will be well-positioned for career advancement.

🌐 Work Environment

Office Type: Hybrid (work from home and on-site options)

Office Location(s): Hartford, Connecticut, United States (with remote work flexibility)

Workspace Context:

Remote Work: A dedicated home office space with appropriate equipment and technology tools to ensure productivity and collaboration with team members.
On-Site: A collaborative and modern office environment, fostering teamwork and innovation.
Workspace Amenities: Access to meeting rooms, breakout spaces, and on-site amenities to support a healthy work-life balance.

Work Schedule: Full-time (40 hours per week), with flexible working hours and remote work options to accommodate individual needs and preferences.

📝 Enhancement Note: Lincoln Financial offers a flexible work environment, balancing remote work and on-site collaboration to support employee productivity and well-being. The company invests in modern office spaces and technology tools to foster a collaborative and innovative work culture.

📄 Application & Technical Interview Process

Interview Process:

Phone or Video Screen: A brief conversation to assess communication skills, cultural fit, and initial technical competencies.
Technical Assessment: A hands-on assessment focusing on advanced Excel skills, VBA programming, and annuity product technical support knowledge.
Behavioral Interview: An in-depth discussion of problem-solving skills, leadership experience, and cultural fit.
Final Interview: A meeting with senior leadership to evaluate overall fit, career aspirations, and final decision-making.

Portfolio Review Tips:

Highlight advanced Excel skills, VBA macros, and data visualization techniques in your portfolio.
Include examples of annuity product technical support projects, showcasing problem-solving skills, attention to detail, and project management expertise.
Demonstrate a well-documented approach to project management, including timelines, milestones, and stakeholder communication strategies.

Technical Challenge Preparation:

Brush up on advanced Excel functions, VBA programming, and annuity product technical support concepts.
Practice solving complex annuity product technical support problems and optimizing Excel-based projection calculators.
Prepare for behavioral interview questions, focusing on leadership, problem-solving, and communication skills.

ATS Keywords: Advanced Excel, VBA, Annuity Products, Technical Support, Project Management, Leadership, Agile Methodologies, Stakeholder Management, Regulatory Requirements, Industry Trends, Portfolio, Documentation, Technical Analysis, Problem-Solving, Attention to Detail, Team Management, Career Development, Remote Work, Hybrid Work, On-Site Work, Work-Life Balance, Collaboration, Innovation, Technical Expertise, Web Technology, Insurance, Financial Services.

📝 Enhancement Note: The interview process for this role is comprehensive, focusing on technical competencies, leadership skills, and cultural fit. Candidates should be prepared to demonstrate advanced Excel skills, annuity product technical support expertise, and strong communication abilities.

🛠 Technology Stack & Web Infrastructure

Frontend Technologies: (Not applicable for this role)

Backend & Server Technologies:

Excel: Advanced Excel skills, including complex formulas, VBA macros, and data visualization techniques, are essential for this role.
VBA: Proficiency in VBA programming or similar languages is required to develop and maintain Excel-based projection calculators.

Development & DevOps Tools:

Project Management Tools: Familiarity with project management tools, such as Asana, Jira, or Trello, is preferred to manage multiple projects and teams effectively.
Collaboration Tools: Proficiency in collaboration tools, such as Microsoft Teams, Slack, or Google Workspace, is required to work effectively in a remote and hybrid work environment.

📝 Enhancement Note: This role requires advanced Excel skills, VBA programming, and familiarity with project management and collaboration tools. Candidates should be comfortable working with complex data sets and developing efficient, user-friendly Excel-based projection calculators.

👥 Team Culture & Values

Web Development Values:

Technical Expertise: Demonstrate a deep understanding of annuity products, advanced Excel skills, and the ability to manage and mentor a team.
Innovation: Continuously seek to improve annuity product technical support processes, driving efficiency and accuracy.
Collaboration: Work effectively with cross-functional teams, stakeholders, and external systems providers to ensure seamless technical delivery of product offerings.
Customer Focus: Prioritize the needs of annuity product customers, ensuring accurate and efficient administration and illustration systems.
Integrity: Uphold the highest ethical standards in all aspects of annuity product technical support, maintaining confidentiality and data security.

Collaboration Style:

Cross-Functional Integration: Collaborate closely with designers, marketers, and other departments to ensure annuity product technical support aligns with overall business objectives and customer needs.
Code Review Culture: Foster a culture of code review and peer programming, ensuring high-quality and efficient Excel-based projection calculators.
Knowledge Sharing: Encourage a culture of knowledge sharing, technical mentoring, and continuous learning to drive team growth and development.

📝 Enhancement Note: Lincoln Financial values technical expertise, innovation, collaboration, customer focus, and integrity in its annuity product technical support team. Candidates should demonstrate strong leadership, communication, and technical skills to thrive in this role.

📊 Challenges & Growth Opportunities

Technical Challenges:

Annuity Product Complexity: Navigate the complex landscape of annuity products, staying up-to-date with regulatory requirements, industry trends, and emerging technologies.
Data Accuracy: Ensure the accuracy and consistency of annuity product administration and illustration systems, minimizing errors and maximizing efficiency.
Performance Optimization: Continuously optimize Excel-based projection calculators, improving speed, accuracy, and user experience.
Stakeholder Management: Effectively manage relationships with internal and external stakeholders, balancing competing priorities and ensuring seamless technical delivery of product offerings.

Learning & Development Opportunities:

Technical Skills: Enhance advanced Excel skills, VBA programming, and annuity product technical support expertise through continuous learning, workshops, and online resources.
Leadership Development: Develop leadership, communication, and project management skills through workshops, coaching, and mentoring programs.
Industry Networking: Build and maintain a strong professional network within the annuity product technical support industry, attending conferences, webinars, and industry events.

📝 Enhancement Note: This role offers significant technical and leadership challenges, driving continuous learning, innovation, and growth. Candidates should be prepared to tackle complex annuity product technical support issues and drive team growth and development.

💡 Interview Preparation

Technical Questions:

Excel & VBA: Demonstrate advanced Excel skills, including complex formulas, VBA macros, and data visualization techniques. Explain your approach to developing and maintaining efficient, user-friendly Excel-based projection calculators.
Annuity Products: Showcase your deep understanding of annuity products, regulatory requirements, and industry trends. Discuss how you stay up-to-date with emerging technologies and best practices in annuity product technical support.
Problem-Solving: Present a structured approach to solving complex annuity product technical support problems, optimizing Excel-based projection calculators, and ensuring data accuracy and consistency.

Company & Culture Questions:

Lincoln Financial: Research the company's history, mission, and values. Discuss how your personal values align with the company culture and how you can contribute to its success.
Annuity Product Technical Support: Explain your approach to driving innovation, efficiency, and accuracy in annuity product technical support. Discuss how you can collaborate effectively with cross-functional teams, stakeholders, and external systems providers to ensure seamless technical delivery of product offerings.
Leadership & Team Management: Describe your leadership style and how you can mentor, coach, and develop team members to drive career growth and development within the annuity product technical support team.

Portfolio Presentation Strategy:

Technical Expertise: Highlight your advanced Excel skills, VBA programming, and annuity product technical support expertise in your portfolio. Include examples of complex problems you've solved, demonstrating your ability to optimize Excel-based projection calculators and ensure data accuracy and consistency.
Leadership & Team Management: Showcase your leadership and team management skills through examples of mentoring, coaching, and driving team growth and development. Include testimonials or recommendations from colleagues and team members to validate your leadership abilities.
Problem-Solving & Innovation: Demonstrate your problem-solving skills and commitment to innovation by presenting examples of how you've improved annuity product technical support processes, driving efficiency and accuracy.

📝 Enhancement Note: The interview process for this role is comprehensive, focusing on technical competencies, leadership skills, and cultural fit. Candidates should be prepared to demonstrate advanced Excel skills, annuity product technical support expertise, and strong communication abilities.

AVP, Annuity Technical Support