Senior Associate, Annuity & Investment Platform Support

Lincoln Investment•Fort Washington, PA

6d•Onsite

About The Position

The Senior Associate, Annuity & Investment Platform Support provides home-office technology, workflow, training, and administrative case support to financial professionals using the firm’s insurance, structured notes, and alternative investment platforms. The role helps users work with Insurance Exchange and the firm’s selected structured notes and alternatives platform, expected to be either HALO or iCapital. Support includes platform navigation, product-search assistance, illustration and proposal support, application entry and submission, case-status tracking, training, and issue resolution. The Senior Associate works with financial professionals, internal departments, platform providers, insurance carriers, structured note issuers, and alternative investment sponsors to support an efficient and consistent user experience. The position is focused on technology and process support, not product recommendations, suitability, investment strategy, approvals, or supervisory decisions. Questions outside the role’s scope are referred to the appropriate internal subject-matter experts. The role is based at the company’s home office in Fort Washington, Pennsylvania.

Requirements

Bachelor’s degree or equivalent relevant professional experience.
Two or more years of experience in financial services, insurance, wealth management, operations, client service, or financial technology support.
Experience supporting advisors, financial professionals, or home-office users.
Comfort learning and supporting technology platforms and digital workflows.
Strong organizational, problem-solving, and follow-through skills.
Ability to manage multiple open cases and competing priorities.
Strong written and verbal communication skills.
Ability to explain technology and processes clearly to users with varying levels of experience.
Strong attention to detail, particularly when reviewing applications, documentation, and data entry.
Ability to collaborate effectively with Operations, Service, Product Management, Compliance, Supervision, Technology, and external partners.

Nice To Haves

Experience supporting annuity, life insurance, structured notes, or alternative investment workflows.
Familiarity with Insurance Exchange, HALO, iCapital, or comparable financial services platforms.
Experience with illustration, proposal, application, order-entry, or subscription-document processes.
Experience working within a broker-dealer, registered investment adviser, insurance agency, or wealth-management organization.
Familiarity with financial services documentation, electronic signatures, not-in-good-order processing, and case-status tracking.
Securities or insurance licensing may be preferred or required depending on the final scope of the position.

Responsibilities

Serve as a primary home-office resource for Insurance Exchange and the selected structured notes and alternatives platform.
Help financial professionals with platform access and navigation, searches, proposals, data entry, document uploads, electronic signatures, application submissions, and status tracking.
Explain platform functionality, fields, workflow steps, and required documentation; resolve basic access and system issues or escalate them as appropriate.
Maintain knowledge of platform enhancements, workflow changes, and new functionality.
Run or coordinate insurance and annuity illustrations based on specifications provided by financial professionals.
Assist with entering client and case information to generate platform-based illustrations, comparisons, reports, and proposals.
Provide one-on-one platform and workflow support for cases requiring additional assistance, and help users access available income, protection, and retirement-planning tools.
Connect financial professionals with carrier wholesalers or other product resources for product-feature, strategy, or product-specific questions.
Support the selected structured notes and alternatives platform, including searches using advisor-defined parameters and platform-supported criteria.
Help generate term sheets, proposals, reports, offering documents, and other platform materials.
Assist with order-entry, subscription, application, document-upload, and electronic-signature workflows, as applicable.
Help identify missing documentation, incomplete fields, pending signatures, and other outstanding workflow items; escalate product, offering, suitability, due-diligence, or supervisory questions to the appropriate department.
Coordinate with HALO, iCapital, issuers, sponsors, and other external partners to resolve platform or processing issues.
Create and maintain procedures, quick-reference guides, application checklists, workflow documentation, FAQs, troubleshooting resources, user guides, and process maps.
Provide individual and group training, platform demonstrations, onboarding, office hours, webinars, and targeted training sessions.
Communicate platform enhancements, workflow changes, and new support resources; reinforce the distinction between technology assistance, product education, product selection, and supervisory responsibilities.
Collect user feedback about platform usability, training needs, and workflow challenges.
Track platform inquiries, application activity, submission status, turnaround times, outstanding requirements, training participation, and recurring issues.
Document common problems and resolutions, identify trends, prepare periodic activity and service reports, and recommend improvements to platform support, case intake, documentation, handoffs, and status communication.
Share actionable feedback and recurring issues with management and internal partners.