VP, Investor Relations

Date: Jun 28, 2019

Location: Radnor, PA, US

Company: Lincoln Financial

Alternate Locations: Radnor, PA (Pennsylvania)

Relocation assistance will be considered/provided for this opportunity within our company guidelines.

Requisition #59972


About the Company


Lincoln Financial Group, a Fortune 250 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 $238 billion in assets under management as of December 31, 2018.

Ranked one of the Best Large Employers in America by Forbes magazine, 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.


The Role


The VP, Investor Relations, provides leadership and strategic planning for investor relations activities to broaden and increase shareholder value and enhance the company’s image with the investment community. S/he will interface between the investment community and the company, providing investor/market intelligence and counsel to senior executive management, while educating investors and analysts on the company’s business strategies and performance.  S/he will develop communications, presentations and activities directed to the global investment community.


  • Maintains knowledge on current and emerging developments/trends for assigned area(s) of responsibility, assesses the impact, and collaborates with executive/senior management to incorporate new trends and developments in current and future strategies.
  • Leads the identification, development, and implementation of strategic process improvements that improve quality across the team, business unit, and/or the organization for assigned area(s) of responsibility.
  • Leads and enhances organizational initiatives by positively influencing and supporting change management and/or departmental/enterprise initiatives within assigned area(s) of responsibility.
  • Provides highly specialized expertise and thought leadership to internal/external stakeholders for his/her assigned area(s) of responsibility.
  • Contributes to business unit/operational and enterprise strategy creation for his/her assigned area(s) of responsibility.
  • Builds organizational capability within his/her assigned area(s) of responsibility.
  • Leads/executes approved strategy for his/her assigned area(s) of responsibility.
  • Develops an overall strategic vision for the Investor Relations functional areas.
  • Establishes the Investor Relations organizational goals, objectives, and operating procedures.
  • Ensures the Investor Relations department is meeting all objectives pertaining to quality, compliance, regulations, productivity, customer service, budget, and project management.
  • Ensures Investor Relations operational plans are aligned with Lincoln Financial Group’s (LFG) overall business plans and specific strategic and tactical initiatives.
  • Ensures the effective implementation, integration, and execution of Investor Relations strategic and tactical plan initiatives.
  • Establishes and maintains processes to monitor and measure the effectiveness of the Company's investor relations efforts.
  • Develops appropriate messages for the investment community and ensures that communications are disseminated promptly, efficiently, and in accordance with all regulations.
  • Develops, maintains, and enhances relationships with investors and with institutions in the financial community that hold, or may hold, the company’s stock or debt.
  • Maintains and improves relations and communications between the company and the investing public, shareholders and financial professionals to enhance the standing of the company’s stock and debt ratings.
  • Monitors changes and trends in investment markets and determines appropriate responsive strategies.
  • Develops and disseminates reports and/or information enhancing the company’s image in the financial community.
  • Provides investor relations advice and feedback to senior executives and directs the management of investor relations issues as needed.
  • Develops a deep understanding of company’s businesses and operations, financial performance and strategies through fact-finding visits with key company executives, department heads, & to operating companies/divisions.
  • Develops investor kits, supporting collateral materials & other materials necessary for use with the investment community.  Assures that messages are consistent with company’s overall communications strategy.
  • Maintains the investor relations content for the website.
  • Plans, coordinates and leads investor road shows, analyst meetings, speakers’ events and annual shareholders meetings and direct rehearsals as needed.   Prepares senior management materials and briefings.
  • Provides communications input and counsel on SEC and other regulatory filings.  Ensures compliance with the company’s rules of financial disclosure.
  • Monitors competitor financial news and events and compiles quarterly results for senior leadership review. 






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




  • 12+ Years of progressively more responsible experience in investor relations, financial communications, investment management, equity/fixed income research analysis, finance or related field that directly aligns with the specific responsibilities for this position (Required)
  • Strong presentation skills with demonstrated ability to influence at all levels of management through clear, informed and logical discussions/presentations.
  • Excellent written and verbal communication skills.
  • Advocates effectively, readily command attention and respect in groups as demonstrated by people listening to and getting on board with initiatives for his/her assigned area(s) of responsibility
  • Demonstrated strong relationship management skills with internal clients (e.g. senior/executive management, peers and colleagues); proven ability to develop creative and collaborative approaches.
  • Proficiency with Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).

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, veterans 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.


Nearest Major Market: Philadelphia

Job Segment: Equity, Law, Investment, Strategic Planning, Compliance, Finance, Legal, Strategy