VP, Mergers & Acquisitions

Lincoln Financial•Radnor, PA

6d•$216,750 - $346,800•Hybrid

About The Position

The VP, Mergers & Acquisitions helps drive the organization's growth and long-term value creation through mergers, acquisitions, divestitures, reinsurance transactions, and other strategic transactions. Reporting to the Head of M&A, this leader supports the identification, assessment, structuring, execution, and integration of opportunities, ensuring each transaction is evaluated comprehensively for strategic alignment, financial impact, capital and risk considerations, and operational feasibility. With deep expertise in life and annuity reinsurance, this role serves as a trusted partner to senior leadership and to subject matter experts across actuarial, finance, legal, risk, tax, and operations translating complex transactions into executable, operationally sound outcomes that advance Lincoln's strategic priorities.

Requirements

12+ Years experience in mergers and acquisitions or corporate development that directly aligns to the specific responsibilities of this position.
5+ Years of senior management experience in a large complex organization including influencing senior management and critical stakeholder responsibility.
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

Nice To Haves

CPA, FSA, or other advanced designations

Responsibilities

Contributes to the M&A function's strategy, goals, and operating approach, supporting alignment with Lincoln's enterprise business plans and strategic initiatives.
Provides M&A thought leadership and technical expertise particularly in life and annuity reinsurance to drive improved financial and business results.
Evaluates complex economic trends and market conditions affecting the financial services and insurance industry to inform short- and long-term M&A strategy.
Supports the 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.
Manages transaction project management across due diligence, financial and capital analysis, scoping, closing, integration, and ongoing transition planning.
Executes deals and negotiates business and economic terms, partnering with legal counsel to finalize reinsurance agreements and related transaction documents.
Evaluates reinsurance structures and counterparties, weighing strategic fit, economics, reserve and capital impacts, operational readiness, counterparty risk, and alignment with enterprise risk tolerances.
Coordinates actuarial, finance, risk, tax, operations, and legal experts to translate transaction objectives into coordinated deal terms, reinsurance provisions, schedules, and supporting documentation.
Leads 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.
Advises senior leadership on strategic M&A opportunities and how they support enterprise objectives.
Mentors and develops team members, providing guidance, visibility, and growth opportunities across direct and cross-functional reporting relationships.