Sr. Marketing Investment Consultant

Alternate Locations: Radnor, PA (Pennsylvania); US Northeast; US Southeast

Work Arrangement:Hybrid/Home

Relocation assistanceis not available for this opportunity.

Hiring Manager: Melissa Brandt


Requisition #:67287

About The Company

Led by over 10,000 employees - including you - Lincoln Financial Group provides advice and solutions that help empower people to take charge of their financial lives with confidence and optimism. Today, more than 17 million customers trust our retirement, insurance and wealth protection expertise to help address their lifestyle, savings and income goals, as well as to guard against long-term care expenses.

General Purpose of the Job

Lincoln's innovative marketing team is looking for a Senior Investment Marketing Manager to provide subject matter expertise and help accelerate the preference and use of Lincoln's insurance and retirement products through the delivery of investment-focused marketing, storytelling, content, and campaigns. As the investment marketing lead, this individual will drive the strategic marketing roadmap, identifying the best ways to leverage solution-based programs, fund information and content to drive key business objectives and goals. We're looking for an individual who enjoys working in a fast-paced, collaborative, team environment who welcomes challenges and values the opportunity to make an impact.

Duties and Responsibilities

    • Demonstrates a deep understanding of current and emerging developments/market trends for assigned area(s) of responsibility, assess the impact, and collaborates with marketing, funds management, sales and senior management to drive new marketing programs, content and campaigns, driving current and future solutions for LFDs businesses
    • Collaborates with creative partners to develop a broad range of resources to communicate investment concepts and fund performance, including but not limited to monthly/quarterly reports, fund/market commentaries, market presentations and fund facts-at-glance.
    • Serves as a subject matter expert and partners with internal stakeholders to develop and implement complex marketing approaches which enhance and maintain the competitive position of our fund offerings and insurance and retirement products
    • Ensures content is relevant, consistent in terms of style, quality and tone of voice, and optimized for our target audiences
    • Champions and enhances organizational initiatives by positively influencing change management and/or departmental/enterprise initiatives.
    • Builds relationships and partners with internal and external stakeholders to elicit, define and transform complex concepts into simple positioning and marketing stories; communicates and ensures that marketing plans are understood by all stakeholders/team members
    • Leads, directs and coordinates the development, layout and design of marketing-from inception to execution including, but not limited to project and resource planning, change management, communications planning and managing changes to project scope.
    • Identifies and recommends solutions to improve marketing programs and processes.
    • Ensures full investment collateral set is accurate, relevant and compliant with regulatory requirements and consistent with Lincoln's editorial and brand standards
    • Analyzes and guides the development of complex performance metrics and benchmarks to track and assess the effectiveness of marketing programs, tools and collateral
    • Participates and influences continuous business planning and prioritization efforts.
    • Identifies and directs implementation of process improvements that significantly improve quality across the team, department and/or business unit for their assigned area(s

Additional Position Responsibilities

Carries out duties in compliance with all state and federal regulations and guidelines. Complies with all company and site policies and procedures.

Makes a positive contribution as demonstrated by: - Making suggestions for improvement - Learning new skills, procedures and processes

Performs other duties as required.

Remains current in profession and industry trends.

Other Skills and Abilities

Ability to perform under stress in cases of emergency, critical or hazardous situations.

Ability to work with others in a team environment.

Demonstrated ability to identify and recommend processes improvements.

Demonstrated strong relationship management skills with internal clients (e.g. senior management, peers and colleagues); proven ability to develop creative and collaborative approaches.

Demonstrates strong interpersonal skills with a collaborative style.

Demonstrates strong project management leadership skills including, critical ability to coordinate and balance multiple projects in a time-sensitive environment, under pressure, and meeting deadlines.

Finds common ground and can gain collaboration among senior/executive management, colleagues and peers; can influence outcomes without directing or commanding.

Proficiency with Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).

Successfully completes regulatory and job training requirements.


4 Year/Bachelor's degree or equivalent work experience (4 years of experience in lieu of Bachelor's) - Minimum Required


5 7+ Years experience in marketing that directly aligns with the specific responsibilities for this position (Required )

Work Arrangement:

Hybrid/Home:Employees will work from home generally three days each week and come into a Lincoln office on a schedule their manager will help set, following any applicable in-office training period determined by their manager.

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

Lincoln Financial Group ("LFG") 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 (including pregnancy), age, national origin, disability, sexual orientation, gender identity and expression, veterans status, or genetic information. Opportunities throughout LFG are available to employees and applicants and are evaluated on the basis of job qualifications. We have a drug free work environment and we perform pre-employment substance abuse testing.

This Employer Participates in E-Verify. See the E-Verify notices.

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