Lincoln Financial | AI Solutions Analytics & Automation Lead

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.
• Applications for this position will be accepted through December 9, 2026, subject to earlier closure due to applicant volume.
• 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.
• 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.
• 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.
• 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.
• 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.
• Leadership development and virtual training opportunities.
• Work arrangements that work for you.
• Documenting models, prompts, workflows, business rules, controls, and solution designs to support reproducibility, auditability, maintenance, and compliance with governance expectations.
• Translating fragmented business processes, disparate data sources, and reporting needs into reusable business definitions, mapping rules, data models, and governed reporting assets.
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Requirements

• 4 Year/Bachelor's degree or equivalent work experience (4 years of experience in lieu of Bachelor's) (Minimum Required).
• Effective productivity/technology tools and training.

Lincoln Financial

Lincoln Financial is an employer hiring in India (sector: BFSI / Investments / Insurance). In its own words: "Lincoln Financial Group provides resources and solutions that help empower Americans to take charge of their financial lives with confidence and optimism."

Its finance, accounts, audit and tax openings in India are mostly in Radnor, Charlotte, Omaha and Hartford.

• Industry: BFSI / Investments / Insurance