SVP, Head of Fixed Income

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Date: Jan 28, 2026

Primary Location: Radnor, PA, US

Company: Lincoln Financial

Alternate Locations: Charlotte, NC (North Carolina); Greensboro, NC (North Carolina); Hartford, CT (Connecticut); Omaha, NE (Nebraska); Radnor, PA (Pennsylvania); US Northeast

Work Arrangement:

Hybrid : Employee will work 3 days a week in a Lincoln office

Relocation assistance: is not available for this opportunity.

Hiring Manager: John Morriss

Requisition #: 75709

The Role at a Glance

The Head of Fixed Income will be a senior leader within Lincoln Financial’s Investments organization, responsible for shaping, executing, and overseeing fixed income investment strategies that support the company’s insurance businesses, enterprise objectives, and long-term financial performance. This role will serve as a strategic partner to actuarial, ALM, finance, risk, and business unit leadership, ensuring optimal alignment of assets and liabilities across portfolios while driving risk adjusted returns consistent with Lincoln’s risk appetite and regulatory frameworks.

This position leads the oversight of external managers, evaluates and sources new investment opportunities, and guides portfolio construction and optimization across Lincoln’s fixed income portfolios. The role also plays a central part in supporting new business pricing, in-force portfolio strategy, and enterprise-wide strategic asset allocation initiatives.

What you'll be doing

Fixed Income Strategy & Portfolio Leadership

Lead the design, enhancement, and execution of fixed income strategies across all insurance legal entities and business lines.
Ensure alignment of fixed income portfolios with enterprise risk appetite, capital, liquidity, and asset–liability management objectives.
Oversee integration of fixed income strategy into new business pricing and in-force portfolio optimization.
Partner with asset teams to identify, evaluate, and approve new asset classes and fixed income strategies consistent with evolving business and regulatory needs (including U.S. and Bermuda frameworks).

Manager Oversight & Sourcing

Lead selection, oversight, and performance management of internal and external fixed income managers.
Develop and maintain performance benchmarks and frameworks to evaluate manager effectiveness.
Drive co-investment sourcing and underwriting in partnership with asset managers.

Portfolio Optimization & Risk Management

Oversee the development and enhancement of quantitative modeling, stress testing, and scenario analysis frameworks to optimize portfolio allocations.
Monitor and report on portfolio performance, risk positioning, liquidity, concentrations, and investment activity to senior stakeholders.
Ensure robust governance, documentation, and compliance consistent with regulatory and accounting standards.

Strategic & Cross‑Functional Leadership

Serve as a key liaison to actuarial, ALM, finance, risk, treasury, and business unit leaders, fostering cross-functional alignment.
Lead, mentor, and develop a high‑performing team, promoting innovation, analytical rigor, and continuous improvement.
Communicate complex fixed income strategies and recommendations clearly and persuasively to senior stakeholders and external partners.

Transaction Support & Due Diligence

Conduct investment due diligence on portfolios associated with reinsurance, M&A, or other strategic transactions.
Provide analysis and recommendations to support enterprise strategic decisions.

Continuous Improvement & Industry Insight

Drive process improvements to enhance quality and effectiveness of fixed income portfolio management.
Stay current on regulatory developments, market trends, and emerging best practices, incorporating insights into strategy and execution.

What we’re looking for

Experienced leader who has deep expertise with fixed income insurance portfolios, new money deployment and in-force optimization, credit risk tolerances with capital optimization over time. 10 years of experience in insurance asset management, fixed income portfolio management, liability‑driven investing, or related fields.
Deep understanding of insurance balance sheets, asset–liability management, US RBC and Bermuda regulatory regimes, and GAAP/statutory accounting.
Proven ability to lead teams and build consensus across highly cross‑functional environments.
Strong analytical capabilities and ability to synthesize large and complex data sets.
Excellent written, verbal, and interpersonal communication skills, with the presence to influence senior executives.
Bachelor’s degree in finance, economics, quantitative discipline, or related field; advanced degree preferred.
CFA preferred but not required.
Travel Amount: up to 25%

Application Deadline

What’s it like to work here?

At Lincoln Financial, 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:

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

The pay range for this position is $210,938 - $351,563 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. Pay is 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 (NYSE: LNC) helps people to confidently plan for their version of a successful future. We focus on identifying a clear path to financial security, with products including annuities, life insurance, group protection, and retirement plan services.

With our 120-year track record of expertise and integrity, millions of customers trust our solutions and service to help put their goals in reach.

Lincoln Financial Distributors, a broker-dealer, is the wholesale distribution organization of Lincoln Financial. Lincoln Financial is the marketing name for Lincoln Financial Corporation and its affiliates including The Lincoln National Life Insurance Company, Fort Wayne, IN, and Lincoln Life & Annuity Company of New York, Syracuse, NY. Lincoln Financial affiliates, their distributors, and their respective employees, representatives and/or insurance agents do not provide tax, accounting or legal advice.

Lincoln is committed to creating an 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.

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 or candidate profiles submitted through our web site or to personal e-mail accounts of employees of Lincoln Financial are considered property of Lincoln Financial and are not subject to payment of agency fees.

Lincoln Financial ("Lincoln" or "the Company") 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, age, national origin or disability. Opportunities throughout Lincoln are available to employees and 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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