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Lincoln Financial

Insurance, retirement, and financial services provider

VP – Mergers & Acquisitions - Reinsurance

Investment BankingUpdated on Nov 14
Full-time

About the Job

Requirements

  • At least 12 years of experience in mergers and acquisitions or corporate development directly aligned with the position's responsibilities.
  • At least 5 years of senior management experience in a large, complex organization, including influencing senior management and holding responsibility for critical stakeholders.
  • A bachelor's degree or equivalent work experience.
  • Demonstrated ability to lead complex, enterprise-wide initiatives involving multiple business and functional areas.
  • Strong analytical and strategic-thinking skills.
  • Excellent verbal and written communication skills.
  • Strong interpersonal, collaboration, and relationship-management skills.
  • Ability to adapt quickly, exercise sound judgment, and lead effectively in a changing and highly complex work environment.

Responsibilities

  • Contribute to the M&A function's strategy, goals, and operating approach, supporting alignment with Lincoln's enterprise business plans and strategic initiatives.
  • Provide M&A thought leadership and technical expertise, particularly in life and annuity reinsurance, to drive improved financial and business results.
  • Evaluate complex economic trends and market conditions affecting the financial services and insurance industry to inform short- and long-term M&A strategy.
  • Support end-to-end evaluation of merger, acquisition, divestiture, and reinsurance opportunities, including analysis of the target's business strategy, financial profile, actuarial assumptions, capital implications, technology platform, and organizational fit to identify synergies and risks.
  • Manage transaction project management across due diligence, financial and capital analysis, scoping, closing, integration, and ongoing transition planning.
  • Execute deals and negotiate business and economic terms, partnering with legal counsel to finalize reinsurance agreements and related transaction documents.
  • Evaluate reinsurance structures and counterparties, weighing strategic fit, economics, reserve and capital impacts, operational readiness, counterparty risk, and alignment with enterprise risk tolerances.
  • Coordinate actuarial, finance, risk, tax, operations, and legal experts to translate transaction objectives into coordinated deal terms, reinsurance provisions, schedules, and supporting documentation.
  • Lead operational integration by partnering across the enterprise to onboard transactions, operationalize new business and reinsurance arrangements, and transition deals from closing into integrated business operations or ongoing reinsurance administration.
  • Advise senior leadership on strategic M&A opportunities and how they support enterprise objectives.
  • Mentor and develop team members, providing guidance, visibility, and growth opportunities across direct and cross-functional reporting relationships.

Desired Qualifications

  • CPA, FSA, or other advanced designations.

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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