Product Specialist - Alternative Investments

Date: May 16, 2023

Primary Location: Philadelphia, PA, US

Company: Lincoln Financial

Alternate Locations: Philadelphia, PA (Pennsylvania); Fort Wayne, IN (Indiana)


Work Arrangement:

Hybrid/Flexible : Work at home and use the office as appropriate for in-person collaboration.


Relocation assistance:  is not available for this opportunity.


Requisition #: 71586


The Role at a Glance

As a Product Specialist, you will be responsible for supporting the Product Management activities of your specific Product Area. In this role you will support, lead, and participate in initiatives related to specific Investment Products that are available to Lincoln Financial Network (LFN) Financial Professionals, with the goal of having a robust and diverse product lineup that ensures competitive parity and meets end investor needs. You will collaborate with internal and external stakeholders including Product Partners and Financial Professionals as needed for new products and product updates. 

What you'll be doing

•    Responsible for certain product management activities for your assigned product area
•    Participate and lead specific strategic initiatives of your product area, inclusive of supporting product strategy, development of business cases, performing product analytics & insights, and conducting competitive analysis.
•    Responsible for product launches and existing product support. 
•    Collaborate with other functions within the organization (Legal, Risk, Operations, Managed Account Sales, etc.) as well as interact with Financial Professionals.
•    Collaborate with internal Investment Consultants to assure the team is providing relevant product insights that enables the team to deliver best in class advice.
•    Manage the onboarding, implementation and launch of products, including digital presence, communications, and relevant value proposition.
•    Build and manage relationships with relevant product partners.
•    Provides technical product information with an increasing level of knowledge expanding appropriately with job responsibilities to guide content in marketing materials, contract and prospectus language, and reviews final content and language for accuracy.
•    Provides technical product support with an increasing level of knowledge expanding appropriately with job responsibilities during training and product rollouts by explaining product campaigns and other product design concepts and features.
•    Assists in the creation of plans that support life product campaigns as well as product development and implementation in the launch of new products/riders/services for the business line.
•    Presenting to Product Committee and corresponding departments on new product initiatives. 
•    Collaborates with key internal partners through as needed in workgroups, advisory committees, meetings, and presentations.
•    Reviews and tracks application and illustration activity post-launch and identifies trends and/or training needs.
•    Provides technical input and review of marketing materials, contracts, and prospectus language.

What we’re looking for

•    1 - 3+ Years Experience in the financial service/insurance industries with exposure to product development and implementation.
•    4 Year/Bachelor's degree or equivalent work experience (4 years of experience in lieu of Bachelor's)
•    FINRA Series 7 License - 180 Days upon hire
•    FINRA Series 63 or 66 License – 180 Days upon hire
•    Experience with Investment Products in a product management, due diligence, oversight, or sales capacity.
•    Ability to become a Subject Matter Expert (SME) in assigned Product Area.
•    Ability to work with others in a team environment; Demonstrates strong interpersonal skills with a collaborative style.
•    Demonstrates strong project management leadership skills including, critical ability to coordinate and balance multiple projects in a time-sensitive environment, under pressure, and meeting deadlines.
•    Deep Alternative Investment Product Knowledge


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:

  • A clearly defined career framework to help you successfully manage your career

  • 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

  • A leadership team that prioritizes your health and well-being; offering a remote work environment and flexible work hybrid situations

  • Effective productivity/technology tools and training


Pay Range: $51,900 - $89,800 


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, a Fortune 200 company with over 10,000 employees, provides advice and solutions that help empower Americans to take charge of their financial lives with confidence. Our core business areas — Life Insurance, Annuities, Retirement Plan Services and Group Protection — focus on supporting, preserving and enhancing over 17 million customer’s lifestyles and retirement outcomes.

Headquartered in Radnor, Pennsylvania, Lincoln Financial Group is the marketing name for Lincoln National Corporation (NYSE: LNC) and its affiliates. The company had $324 billion in end-of-period account values as of June 30, 2021.

Ranked one of the Best Large Employers in America and Best Employers for Women by Forbes magazine as well as one of Newsweek’s Most Responsible Companies, Lincoln Financial Group makes a serious investment in our employees’ futures through a broad range of wealth accumulation and protection plans, health and wellness programs, and career development resources designed to help each individual reach their personal and professional goals.


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. 


Lincoln Financial Group is a committed corporate citizen included on major sustainability indices including the Dow Jones Sustainability Index North America and FTSE4Good. Dedicated to diversity and inclusion, we earned perfect 100 percent scores on the Corporate Equality Index and the Disability Equality Index. Follow us on Facebook, Twitter, LinkedIn, and Instagram. Sign up for email alerts at


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 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/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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Nearest Major Market: Philadelphia

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