AVP, Capital Management

Date: May 5, 2023

Primary Location: Radnor, PA, US

Company: Lincoln Financial

Alternate Locations: Radnor, PA (Pennsylvania); Fort Wayne, IN (Indiana); Greensboro, NC (North Carolina); Hartford, CT (Connecticut)


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 #: 71466


The Role at a Glance

As the AVP of Capital Management, you will provide subject matter expertise and direction on complex projects/initiatives for the Capital Management team in Randor, CT; Fort Wayne, IN; Greensboro, NC or Hatford, CT. 

Background Details
As the AVP of Capital Markets, you will prepare, analyze and report on complex financial information and provide management with actionable insights and recommendations to help the company effectively manage its capital position under multiple frameworks, e.g. GAAP, Statutory, and Rating Agency capital models, and allocate excess capital to the highest and best use.  Additionally, you will contribute to the development of the overall capital management strategy and frameworks to drive decisions.

What you'll be doing

  • You will support the company’s efforts to effectively manage its capital position.
  • You will research, analyze, recommend, lead, and implement solutions to complex problems impacting the company’s capital position.
  • You will assist in reviewing forecasts for capital generation and allocation under multiple views over a wide range of scenarios.
  • You will compare actual results vs. expectations, highlighting key drivers of differences.
  • You will support the company’s efforts to understand the potential impact of and respond to regulatory changes that may affect its capital position.
  • You will support annual Financial Plan & quarterly earnings process.
  • You will prepare exhibits and presentations on a variety of topics related to capital management.
  • You will assist in evaluating the impact of departmental and/or enterprise initiatives on the company’s capital position.
  • You will conduct analyses to evaluate the effectiveness of capital management approaches and developing recommendations to improve the enterprise’s capital position strategically and continuously.
  • You will anticipate and provide strategies/solutions to complex capital management challenges.
  • You will identify and monitor capital & liquidity risks and developing mitigation plans as needed.

What we’re looking for


  • 10+ Years of experience in Finance, including 8+ years of capital management experience that directly relates to the specific responsibilities of this position.
  • 4 Year/Bachelor's degree or equivalent work experience (4 years of experience in lieu of Bachelor's)
  • Ability to effectively communicate via writing/verbal while being able to also present and demonstrate ability to influence at all levels of management through clear, informed, and logical discussions/presentations.
  • High level of integrity and attention to detail 
  • Demonstrated strong relationship management skills with internal clients (e.g. senior management, peers and colleagues); proven ability to develop creative and collaborative approaches
  • Significant experience in Excel and Power Point



  • Life Insurance industry experience and/or understanding and knowledge of Statutory and GAAP financials for life insurers 
  • CFA charter holder or progress towards CFA designation 
  • Actuarial credentials (ASA or FSA) or progress towards ASA or FSA 
  • Experience with business intelligence tools (e.g. Tableau) and data management tools (e.g. Dataiku)


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: $118,300 - $215,800 


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 http://newsroom.lfg.com


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/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.


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