Senior Associate, Annuity & Investment Platform Support

Lincoln Investment•Fort Washington, PA

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 effectively 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, insurance illustration and proposal support, application and order-entry workflows, document submission, electronic signatures, case-status tracking, and issue resolution. The Senior Associate collaborates with financial professionals, internal departments, platform providers, insurance carriers, issuers, and sponsors to support an efficient and consistent user experience. The role does not provide product recommendations, suitability determinations, investment strategy, approvals, or other guidance outside its technology and workflow support scope; such matters are referred to the appropriate subject-matter experts. The position also develops platform procedures and training resources, conducts demonstrations and training, tracks support and application activity, reports recurring issues, and recommends improvements to workflows and service. Lincoln Investment is an independent broker-dealer and registered investment adviser serving more than 310,000 clients and approximately 1,000 financial professionals, with more than $60 billion in assets. Its home office is in Fort Washington, Pennsylvania. The company describes its compensation and benefits package as competitive.

Requirements

Bachelor's degree or equivalent relevant professional experience.
At least two 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, including the ability to explain technology and processes to users with varying experience levels.
Strong attention to detail, particularly when reviewing applications, documentation, and data entry.
Ability to collaborate effectively with internal departments 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 in 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.
Assist financial professionals with platform access, navigation, search, proposal generation, data entry, document uploads, electronic signatures, application submission, and status tracking.
Explain platform functionality, fields, workflow steps, and required documentation; assist with basic access and system issues and escalate technical matters as needed.
Maintain working knowledge of platform enhancements, workflow changes, and new functionality.
Run or coordinate insurance and annuity illustrations and assist with entering case information to generate illustrations, comparisons, reports, and proposals.
Provide one-on-one platform and workflow 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 use of the selected structured notes and alternatives platform, including searches using advisor-defined parameters and available platform criteria.
Help generate term sheets, proposals, reports, offering documents, and related platform materials.
Assist with order-entry, subscription, application, document-upload, and electronic-signature workflows; identify outstanding documentation, incomplete fields, and pending signatures.
Escalate product, offering, suitability, due diligence, or supervisory questions to the appropriate internal department.
Coordinate with platform providers, issuers, sponsors, carriers, and other external partners to resolve platform or processing issues.
Create and maintain platform procedures, quick-reference guides, checklists, workflow documentation, FAQs, troubleshooting resources, and user instructions.
Provide individual and group training, platform demonstrations, onboarding, office hours, webinars, and targeted training sessions.
Communicate platform enhancements, workflow changes, and support resources; reinforce the distinction between technology assistance, product education, product selection, and supervisory responsibilities.
Collect user feedback on 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 service reports, and recommend improvements to support, intake, documentation, handoffs, and status communication.