National Account Manager - Investment Research Coverage

Alternate Locations : Radnor, PA (Pennsylvania); Work from Home

Work Arrangement :

Remote : Work at home employee residing outside of a commutable distance to an office location.

Relocation assistance : is not available for this opportunity.

Requisition # : 75305

The Role at a Glance

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.

What you'll be doing

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.

What we’re looking for

Must-Haves

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

Application Deadline

Applications for this position will be accepted through December, 31, 2025, subject to earlier closure due to applicant volume.

What’s it like to work here?

At Lincoln Financial, we love what we do. We make meaningful contributions each and every day to empower our customers to take charge of their lives. Working alongside dedicated and talented colleagues, we build fulfilling careers and stronger communities through a company that values our unique perspectives, insights and contributions and invests in programs that empower each of us to take charge of our own future.

What’s in it for you :

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

The pay range for this position is $190,000 - $480,000 with anticipated pay for new hires between the minimum and midpoint of the range and could vary above and below the listed range as permitted by applicable law. Pay is based on non-discriminatory factors including but not limited to work experience, education, location, licensure requirements, proficiency and qualifications required for the role. The base pay is just one component of Lincoln’s total rewards package for employees. In addition, the role may be eligible for the Annual Incentive Program, which is discretionary and based on the performance of the company, business unit and individual. Other rewards may include long-term incentives, sales incentives and Lincoln’s standard benefits package.

About The Company

Lincoln Financial (NYSE : LNC) helps people to confidently plan for their version of a successful future. We focus on identifying a clear path to financial security, with products including annuities, life insurance, group protection, and retirement plan services.

With our 120-year track record of expertise and integrity, millions of customers trust our solutions and service to help put their goals in reach.

Lincoln Financial Distributors, a broker-dealer, is the wholesale distribution organization of Lincoln Financial. Lincoln Financial is the marketing name for Lincoln Financial Corporation and its affiliates including The Lincoln National Life Insurance Company, Fort Wayne, IN, and Lincoln Life & Annuity Company of New York, Syracuse, NY. Lincoln Financial affiliates, their distributors, and their respective employees, representatives and / or insurance agents do not provide tax, accounting or legal advice.

Lincoln is committed to creating an inclusive environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.

Follow us on Facebook, X, LinkedIn, Instagram, and YouTube. For the latest company news, visit our newsroom.

Be Aware of Fraudulent Recruiting Activities

If you are interested in a career at Lincoln, we encourage you to review our current openings and apply on our website. Lincoln values the privacy and security of every applicant and urges all applicants to diligently protect their sensitive personal information from scams targeting job seekers. These scams can take many forms including fake employment applications, bogus interviews and falsified offer letters.

Lincoln will not ask applicants to provide their social security numbers, date of birth, bank account information or other sensitive information in job applications. Additionally, our recruiters do not communicate with applicants through free e-mail accounts (Gmail, Yahoo, Hotmail) or conduct interviews utilizing video chat rooms. We will never ask applicants to provide payment during the hiring process or extend an offer without conducting a phone, live video or in-person interview. Please contact Lincoln's fraud team at fraudhotline@lfg.com if you encounter a recruiter or see a job opportunity that seems suspicious.

Additional Information

This position may be subject to Lincoln’s Political Contribution Policy. An offer of employment may be contingent upon disclosing to Lincoln the details of certain political contributions. Lincoln may decline to extend an offer or terminate employment for this role if it determines political contributions made could have an adverse impact on Lincoln’s current or future business interests, misrepresentations were made, or for failure to fully disclose applicable political contributions and or fundraising activities.

Any unsolicited resumes or candidate profiles submitted through our web site or to personal e-mail accounts of employees of Lincoln Financial are considered property of Lincoln Financial and are not subject to payment of agency fees.

Lincoln Financial ("Lincoln" or "the Company") is an Equal Opportunity employer and, as such, is committed in policy and practice to recruit, hire, compensate, train and promote, in all job classifications, without regard to race, color, religion, sex, age, national origin or disability. Opportunities throughout Lincoln are available to employees and applicants are evaluated on the basis of job qualifications. If you are a person with a disability that impedes your ability to express your interest for a position through our online application process, or require TTY / TDD assistance, contact us by calling 260-455-2558.

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