Alternative Investment Sales Specialist Account Executive

Alternative Investment Sales Specialist Account Executive

The Alternative Investment Sales Specialist Account Executive will develop, direct, implement, and maintain a business plan, to achieve sales and growth goals for alternative investments. They will partner closely with key stakeholders across field sales, investment, product management, and marketing in the distribution of alternative investment solutions to retail / HNW advisors and key centers of influence within the Northeast (NY & New England) Sales Region. This individual will leverage their alternative investments expertise and experience in executing critical educational and sales initiatives, aimed at driving adoption of Lincoln's alternatives solutions among wealth management advisors.

What you'll be doing :

• Develop deep understanding of Lincoln Financial's Alternatives platform and effectively represent individual solutions, to wealth management firms, advisors and clients, in partnership with Sales team.
• Provide subject matter expertise with Alternatives and collaborate with Sales team in organizing and executing fund roadshows and other field engagement routines, with prescribed follow-up activities to drive sales results.
• Partner with investment, product and distribution teams, along with other key stakeholders, to promote and distribute a wide range of strategies and structures for retail / HNW advisors.
• Support the development and rationalization of a variety of different types of Alternative Investment marketing collateral and branding initiatives (e.g., presentation decks, educational materials, thought leadership / thematic content).
• Stay abreast of industry trends, competitive landscape and investor preferences to support product development and positioning in various educational forums, conferences, and other events.
• Develops and maintains a more complex sales plan to increase sales revenue and market share within alternative investments.
• Increases penetration in territory of by optimizing and growing relationships in partnership with existing field wholesale team to drive sales at targeted firms.
• Cultivates, directs, and maintains client relationships within assigned territory's firms.
• Increases financial advisors' awareness and drives adoption of Lincoln's alternative investments products and services within their assigned territory.
• Partners with Lincoln's wholesale team to Develop, direct, and execute a sales plan to increase / gain opportunities to introduce Lincoln's private funds management and other resources to targeted advisors within their assigned territory.
• Develops a comprehensive understanding of existing / targeted firms / advisors including targeted market segments, how they operate, and / or value proposition(s) and is known by them.
• Works effectively to support growth of Lincoln's alternative investment offerings to maximize and capitalize on the opportunities to cross sell and penetrate new and existing financial advisors.
• Conducts firm / advisor meetings to achieve sales targets. (e.g. due diligence meetings, one-on-one meetings, sponsorship and speaking opportunities).
• Identifies and communicates any potential conflicts regarding Lincoln's alternative investments
• Adhere to LFDs Culture of Compliance. Comply with LFDs policies and procedures.

What we're looking for :

Must-Haves

Preferred

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

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.

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.