Director, Investment Content Strategy

Director, Investment Content Strategy

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.