Sr. Training Consultant - Private Market Funds

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Date: Dec 5, 2025

Primary Location: Radnor, PA, US

Company: Lincoln Financial

Alternate Locations: 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 #: 75520

The Role at a Glance

The Sr. Training Consultant - Private Market Funds will lead the design and execution of internal and external strategies and content to support the Training & Development team. This role is responsible for amplifying the reach and impact – internally and externally – of training programs, onboarding initiatives and product launches, while serving as a creative liaison between marketing and the training team to ensure brand and voice consistency, compliance and engagement.

This person will have a primary focus on readying the salesforce and building visibility for Lincoln’s private market funds, including developing wholesaler training content and messaging for wholesalers; while also supporting ongoing training efforts for sales, product launches and value-add content across the distribution team.

Additionally, a small portion of the role will be dedicated to being cross-trained on other product lines.

This individual will report to an AVP of Training and Development and collaborate closely with senior leadership and colleagues in sales, marketing, training and development, investments, communications and relationship management.

What you'll be doing

Serve as a senior subject matter expert who develops training plans and activities to fit the needs, goals and objectives of the Training & Development team and broader business.
Provide strategy and expertise for Training & Development team’s preparation for and ongoing support of the private market funds offering by developing content and resources for key internal audiences. Including, but not limited to:
- Writing and designing wholesaler playbooks
- Curating content for LincolnFinancial.com
- Developing and implementing investment resources for use with wholesalers and other stakeholders
- Creating training resources for onboarding wholesalers
- Scripting and creating informational video content for various audiences
Support and amplify Lincoln’s value-add campaigns and product launches, in coordination with marketing, to offer new resources for wholesalers and build buzz externally, including video clips, social media content, presentations, informational one-pagers and more.
Help amplify the differentiating value of the Training & Development team in the marketplace and its model to create the “industry’s best trained sales team,” including media interviews, article bylines and social media content for VP – Training & Development and others. Pursue opportunities to promote Training & Development team internally across the Lincoln enterprise, in coordination with Corporate Communications.
Serve as the overall resource to Training team, by developing and reinforcing consistent style, formatting and tone that align with corporate objectives and brand and are compliance approved.
Support in creating key operational tools including PowerPoint slides, emails, agendas, talking points and more.

What we’re looking for

Must-Haves

5-7+ years of progressive experience in training and design that directly aligns to the specific responsibilities of the position including demonstrated leadership experience and collaboration with senior leadership.
Bachelor's degree or equivalent work experience.
FINRA Series 6
Strong written and verbal communication skills with ability to influence stakeholders at all levels.
Ability to simplify complex financial and product topics for diverse audiences across multiple channels.
Proven track record of recommending creative strategies, tools, and fresh approaches.
Skilled in building relationships and collaborating effectively within a matrix organization.
Able to work independently and collaboratively in a fast-paced environment.
Self-motivated, detail-oriented, and committed to flawless execution.
Excellent organizational skills with ability to prioritize strategically.

Nice-to Haves

FINRA Series 7
Experience supporting Private Market Funds, Alternative Investments, Interval Funds or other similar securities

Application Deadline

Applications for this position will be accepted through February, 28, 2026, subject to earlier closure due to applicant volume.

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 $93,300 - $169,700 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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