SVP, Investment Strategy & Portfolio Mgmt

Date: Jan 27, 2026

Primary Location: Radnor, PA, US

Company: Lincoln Financial

Alternate Locations: US Northeast; Greensboro, NC (North Carolina); Philadelphia, PA (Pennsylvania); Radnor, PA (Pennsylvania)

 

Work Arrangement:

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

 

Relocation assistance:  is not available for this opportunity.

 

Requisition #: 75701

 

The Role at a Glance

The Investment Strategy & Portfolio Management Team at Lincoln Financial is to serve as the strategic partner for the insurance businesses and Investments team in developing, executing, and monitoring investment and portfolio strategies. The team ensures optimal alignment of assets and liabilities, enhancing financial stability, managing risks effectively, and maximizing returns in support of a variety of businesses and the company’s long-term objectives.

As the Senior Vice President, you will lead the development and execution of enterprise-wide asset allocation investment strategies that drive long-term value across both existing portfolios and new business initiatives. This role is responsible for identifying and implementing investment strategies that align with the company’s risk appetite, regulatory framework, and profitability objectives. You will play a critical role in shaping the investment direction for the organization, ensuring optimal asset-liability management, and supporting new business pricing decisions.

Ideal Candidate:

  • Seasoned strategic partner who has experience with insurance businesses and investment teams in developing, executing, and monitoring investment and portfolio strategies.
  • Can build and lead a consensus driven function. This position is highly cross-functional, requiring exceptional ability to build consensus and collaborate across Finance, Risk Management, Investments, business unit leadership, and other stakeholders in senior management.
  • Experienced leader who has deep expertise with integrating portfolio construction, new money deployment, and in-force optimization, triangulating liquidity and credit risk tolerances with capital optimization over time.

What you'll be doing

Strategic Asset Allocation Leadership

  • Lead the design, enhancement, and management of the Strategic Asset Allocation (SAA) framework for all legal entities and business lines, ensuring alignment with enterprise risk appetite, capital, liquidity, and sustainability objectives.
  • Oversee the integration of SAA into both new business pricing models and in-force portfolio optimization, collaborating with actuarial, ALM, and product teams to ensure robust asset-liability matching and capital efficiency.
  • Partner with our asset teams to identify and evaluate new asset classes and investment strategies that meet evolving business and regulatory needs, including those specific to US and Bermuda insurance regimes.
  • Lead and direct team members in the development and ongoing evolution of the SAA.

Portfolio Optimization and Risk Management

  • Oversee the development and continuous improvement of quantitative models and scenario analysis tools to optimize portfolio allocations under various economic and regulatory scenarios (e.g., forward-looking views, stress testing).
  • Lead a team of portfolio managers who are responsible for investment strategy and portfolio management for our insurance business lines.

Stakeholder Engagement and Leadership

  • Serve as a key liaison to asset specialists, liability teams, risk, treasury, and actuarial functions, fostering cross-functional collaboration to achieve enterprise objectives.
  • Lead, mentor, and develop a high-performing team, promoting a culture of innovation, analytical rigor, and continuous improvement.
  • Communicate complex investment strategies and recommendations clearly and persuasively to senior stakeholders and external partners.

What we’re looking for

  • Advanced degree in finance, economics, actuarial science, quantitative discipline, or related field.
  • 10 years of experience in investment strategy, asset allocation, and/or insurance portfolio management, with significant leadership responsibility.
  • Demonstrated expertise in US and Bermuda insurance regulatory regimes, including capital frameworks (e.g., US RBC, Bermuda Solvency II), and strong knowledge of GAAP and statutory accounting for insurance companies.
  • Deep understanding of insurance balance sheets, liability structures, and asset-liability management (ALM).
  • Proven ability to identify and evaluate new asset classes and investment strategies in response to changing business and regulatory environments.
  • 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. 

 

Follow us on Facebook, X, LinkedInInstagram, and YouTube. For the latest company news, visit our newsroom

 

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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