Specialist, Client Investment Strategies

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Date: Sep 19, 2024

Primary Location: Radnor, PA, US

Company: Lincoln Financial

Alternate Locations: Radnor, PA (Pennsylvania)

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 #: 73679

The Role at a Glance

We are excited to add an enthusiastic, driven, and customer-focused Specialist to our Client Investment Strategies Team. On this high-visibility team, you will have the opportunity to directly contribute to the success of Lincoln Financial by collaborating with and providing best-in-class investment support to Lincoln Wholesalers and the Financial Professionals that we support. As a subject matter expert, you will primarily be responsible for responding to and communicating with internal and external stakeholders on topics related to the investments within Lincoln’s variable products. This communication will occur via inbound phone calls, emails, and meetings with financial professionals. Other responsibilities include participating in the development and delivery of value-add investment content, along with providing analytical support to stakeholders.

What you'll be doing

As a subject matter expert, responds to inquiries on Lincoln’s variable subaccounts and investment solutions while delivering a positive customer experience. Identifies when to escalate the most complex questions to appropriate senior stakeholders.
Discusses investment features and availability within Lincoln’s products.
Performs policy investment reviews and asset allocation analysis.
Exhibits an interest in capital markets, staying on top of the latest data and trends.
Collaborates with internal stakeholders to produce investment related content to help support Lincoln’s distribution efforts and/or customer needs.
Analyzes and manipulates data (formulas, pivot tables, etc.) using Microsoft Excel.
Develops and maintains an understanding of Lincoln’s products, services and operational structure to enhance ability to effectively support their assigned area(s) of responsibility.
Serves as a resource to team members and applicable internal/external stakeholders on more complex assignments/projects for their assigned area(s) of responsibility.
Identifies and recommends process improvements that significantly reduce workloads or improve quality for their assigned area(s) of responsibility.

Additional Position Responsibilities

Carries out duties in compliance with all state and federal regulations and guidelines.
Complies with all company and site policies and procedures.
Makes a positive contribution as demonstrated by: - Making suggestions for improvement - Learning new skills, procedures, and processes.
Performs other duties as required.
Remains current in profession and industry trends.

What we’re looking for

Education

4 Year/bachelor’s degree or equivalent work experience (4 years of experience in lieu of Bachelor's) - Minimum Required

Experience

1-3 years of experience in investments or financial services that directly aligns with the specific responsibilities for this position.
Demonstrated ability to effectively communicate complex topics to various audiences.
Strong relationship management skills and passion for working collaboratively with others in a team setting.
Self-starter with the ability to prioritize work, identify ways to add value, and meet deadlines.
Proficiency with Microsoft Excel and PowerPoint.
Knowledge of investment research/analytic tools preferred.
FINRA SIE License and FINRA Series 7 license preferred or the ability to obtain within 120 Days.
Desire to pursue investment designations preferred.

Application Deadline

Applications for this position will be accepted through 10/4/024, subject to earlier closure due to applicant volume.

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:

Clearly defined career tracks and job levels, along with associated behaviors for each Lincoln leadership Attribute.
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

The pay range for this position is $53,500 - $92,500 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 Group helps people to plan, protect and retire with confidence. As of Dec. 31, 2023, approximately 17 million customers trust our guidance and solutions across four core businesses – annuities, life insurance, group protection and retirement plan services. As of December 31, 2023, the company had $295 billion in end-of-period account balances, net of reinsurance. Headquartered in Radnor, Pa., Lincoln Financial Group is the marketing name for Lincoln National Corporation (NYSE: LNC) and its affiliates. Learn more at LincolnFinancial.com.

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.

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 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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