Lincoln Financial Group-posted 28 days ago
Full-time • Mid Level
Hybrid • Radnor, PA
5,001-10,000 employees
Insurance Carriers and Related Activities

We are seeking a Director, Investment Content Strategy, to contribute to our growing value-add content team. In this role, you will play an important part in shaping investment education that reaches 20,000+ financial professionals nationwide while elevating and expanding our flagship program, Lincoln's Market Intel Exchange. You will distill complex market concepts into a retail-friendly format for financial professionals and their clients. The ideal candidate is a creative thinker with deep investment acumen, exceptional visual storytelling skills (primarily PowerPoint), and the ability to generate fresh ideas while collaborating with various stakeholders. This highly visible position represents a significant opportunity for a self-starter who is ready to use their passion for investor education to help grow our value-add investment insights program.

  • Collaborate closely on content creation and strategy, including research, writing, and visual design in PowerPoint to help bring key market and investment concepts to life for a diverse audience.
  • Generate fresh content ideas based on investment trends, stakeholder feedback, and the latest developments.
  • Engage with internal stakeholders to gather insights, promote content, and align with advisor and client needs.
  • Monitor industry experts and publications to incorporate timely insights, ensuring content remains relevant and forward-thinking.
  • Contribute market commentary and thoughts during recurring internal discussions with leaders in the organization.
  • Participate in the promotion and presentation of investment content to both internal and external audiences.
  • Bachelor's degree in finance, Business, Communications, or a related field.
  • 7+ years of experience in investment content creation, strategy, or related roles within financial services, with a proven track record of excellence.
  • Investment knowledge and creative thinking skills to generate original ideas and distill complex topics (e.g., market volatility, economic trends) into client-friendly narratives.
  • Advanced PowerPoint skills with expertise in visual storytelling, data visualization, and creating engaging, retail-oriented presentations.
  • Excellent communication and collaboration skills for engaging with sales teams, stakeholders, and external experts.
  • Self-starter mindset with a strong work ethic, organizational skills, and the ability to thrive in a fast-paced, small-team environment.
  • FINRA SIE and Series 7 (or ability to obtain within 120 days of employment).
  • Industry designations (CFA, CIMA, CFP, etc.) or interest in pursuing a plus.
  • Comprehensive benefits including health insurance, 401k with generous match, and professional development opportunities.
  • Flexible hybrid model (3 days in Radnor office preferred).
  • Opportunity to make a real impact on a collaborative, innovative team that values diverse perspectives and fosters growth.
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