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Lincoln Financial

Insurance, retirement, and financial services provider

Alternative Investment Sales Specialist Account Executive

Field SalesUpdated on Nov 14
Full-time

About the Job

Requirements

  • At least 3–5 years of experience in alternatives distribution aligned with the position’s responsibilities.
  • FINRA Series 7 and Series 63 licenses.
  • A bachelor’s degree or equivalent work experience.
  • Strong problem-solving and critical-thinking skills, including identifying appropriate resources and tools to drive solutions.
  • Effective verbal and written communication skills.
  • Ability to adapt quickly in a changing work environment.

Responsibilities

  • Develop, direct, implement, and maintain a business plan to achieve sales and growth goals for alternative investments.
  • Develop a deep understanding of Lincoln Financial’s alternatives platform and represent individual solutions to wealth management firms, advisors, and clients in partnership with the sales team.
  • Provide alternatives subject-matter expertise and collaborate with the sales team to organize and execute fund roadshows and other field engagement routines, including prescribed follow-up activities to drive sales results.
  • Partner with investment, product, distribution, and other stakeholder teams to promote and distribute a range of strategies and structures to retail and high-net-worth advisors.
  • Support the development and rationalization of alternative-investment marketing collateral and branding initiatives, including presentation decks, educational materials, and thought-leadership or thematic content.
  • Monitor industry trends, the competitive landscape, and investor preferences to support product development and positioning in educational forums, conferences, and other events.
  • Develop and maintain a complex sales plan to increase alternative-investment sales revenue and market share.
  • Increase territory penetration by optimizing and growing relationships in partnership with the existing field-wholesaling team to drive sales at targeted firms.
  • Cultivate, direct, and maintain client relationships within firms in the assigned territory.
  • Increase financial advisors’ awareness of, and adoption of, Lincoln’s alternative-investment products and services in the assigned territory.
  • Partner with Lincoln’s wholesale team to develop, direct, and execute a sales plan that creates opportunities to introduce Lincoln’s private-funds management and other resources to targeted advisors in the territory.
  • Develop a comprehensive understanding of existing and targeted firms and advisors, including their target market segments, operations, and value propositions, and establish familiarity with them.
  • Support growth of Lincoln’s alternative-investment offerings by capitalizing on cross-selling opportunities and penetrating new and existing financial-advisor relationships.
  • Conduct firm and advisor meetings to achieve sales targets, including due-diligence meetings, one-on-one meetings, and sponsorship and speaking opportunities.
  • Identify and communicate potential conflicts regarding Lincoln’s alternative investments.
  • Adhere to LFD’s culture of compliance and comply with LFD policies and procedures.

Desired Qualifications

  • MBA, Chartered Financial Analyst (CFA), or Chartered Alternative Investment Analyst (CAIA).
  • FINRA Series 24 license.

About the Company

Lincoln Financial

Insurance, retirement, and financial services provider

Lincoln Financial Group offers life insurance, annuities, and retirement income products through its network of affiliated companies, and also provides securities and investment advisory services via affiliated broker-dealers. Its products combine insurance coverage or retirement-focused contracts with investment options, where customers fund premiums, choose subaccounts or riders, and receive benefits such as death benefits, living benefits, or guaranteed income in retirement. The company differentiates itself with a family of affiliated brands and distributors that coordinate life, annuity, and advisory products under one umbrella. Its goal is to help individuals and families protect loved ones, plan for retirement, and achieve financial security through integrated protection and investment solutions.

Company size
Not listed
Company stage
Not listed
Total funding
$128.8M
Headquarters
Radnor Township, Pennsylvania
Founded
1905

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