National Account Manager - Investment Research Coverage

Lincoln Financial Group-posted 29 days ago
Full-time • Mid Level
Remote • Radnor, PA
5,001-10,000 employees
Insurance Carriers and Related Activities
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Are you ready to shape the future of investment strategy at Lincoln Financial? In the National Account Manager - Investment Research Coverage role, you will be at the forefront of innovation, driving Lincoln's expansion in Investment Management and Alternative Investment markets. This is more than a research coverage role, it's a strategic opportunity to influence product direction, forge high-impact relationships, and unlock new business development pathways. In addition to gaining placement for Lincoln's alternative investment products sub-advised by world class managers, Bain and Partners Group on bank, RIA and B/D platforms, you'll collaborate closely with top-tier Product Leaders and Research Departments, identifying growth opportunities and guiding Lincoln's evolution in this dynamic space. If you're passionate about investments, thrive in a fast-paced environment, and want to make a meaningful impact, this is the opportunity.

  • Develop and maintain strategic sales program to increase sales revenue and market share within and alternative investments.
  • Leads Lincoln's outreach to public and private investment research departments at broker-dealers, RIAs, and aggregators to win placement of LFI's strategies.
  • Develops and executes firm level business plans and executes a proactive engagement strategy with key external stakeholders.
  • Drive platform placement and product adoption.
  • Delivers point-of-sale expertise and educate gatekeepers on Lincoln's investment offerings.
  • Cultivates senior-level relationships within research and product to identify strategic opportunities for product placement.
  • Collaborates across sales, marketing, and product teams to align messaging and execution. Represents Lincoln at due diligence meetings, conferences, and strategic events.
  • Develops and delivers point of sale expertise in Lincoln's products to strategic client product and research teams.
  • Educates external key stakeholders on the benefits of Lincoln's Investment offerings.
  • Collaborates with sales colleagues to identify opportunities for better investor outcomes.
  • Increases penetration in territory by optimizing and growing relationships within existing more complex firms.
  • Cultivates, directs, and maintains increasingly senior level client relationships within assigned client firms/institutions.
  • Increases/gains awareness of Lincoln's products and services with more strategic firms and within their assigned territory.
  • Develops, directs, and executes more complex plans to increase/gain opportunities to introduce Lincoln management and other resources to targeted firms.
  • Develops a comprehensive understanding of existing/targeted firms including targeted market segments, how they operate, and/or value proposition(s) and is known by them.
  • Builds and directs strategic relationship platform by identifying senior contacts within targeted firms to achieve profitable sales and Lincoln's product breath growth.
  • Works effectively to support growth in all segments of Lincoln's products/service offerings to maximize and capitalize on the opportunities to cross sell and penetrate assigned firms/institutions.
  • Conduct firm meetings and in-person meetings to achieve sales targets. (e.g. due diligence meetings, one-on-one meetings, sponsorship and speaking opportunities).
  • Develops and maintains collaborative relationships with internal stakeholders. to achieve sales objectives.
  • Utilizes expense budgets to set limits and maximize sales opportunities within their assigned territory.
  • Maintains sales call data in appropriate systems and/or complete sales reports.
  • Meets or exceeds all department and/or sales goals/targets for their assigned firms.
  • Adhere to LFD's Culture of Compliance. Comply with LFD's policies and procedures.
  • 3-5+ years experience in alternatives distribution that aligns with the specific responsibilities for this position.
  • FINRA Series 7 and 63 License
  • Familiarity with alternative structure (interval funds, tender offer funds, BDC's, private credit, private equity, etc.)
  • Bachelor's degree or equivalent work experience
  • Strong problem-solving and critical thinking skills, identifying the appropriate resources and tools to drive solutions.
  • Effective verbal and written communication skills
  • Ability to adapt quickly in a changing work environment
  • 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
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