Lincoln Financial Group
Alternative Investment Sales Specialist Account Executive
Lincoln Financial Group, Los Angeles, California, United States, 90079
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 (, 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. ( 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
3-5+ years experience in alternatives distribution that aligns with the specific responsibilities for this position.
FINRA Series 7 and 63 License
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
Preferred
MBA / CFA / CAIA
FINRA Series 24
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
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.
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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 (, 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. ( 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
3-5+ years experience in alternatives distribution that aligns with the specific responsibilities for this position.
FINRA Series 7 and 63 License
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
Preferred
MBA / CFA / CAIA
FINRA Series 24
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
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.
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