Lincoln Financial
Sr. Consultant Investment Sales Enablement
Lincoln Financial, Broomall, Pennsylvania, United States, 19008
Sr. Consultant Investment Sales Enablement
The Sr. Investment Sales Enablement Consultant will strive to build strong long-term relationships through outstanding customer service and a comprehensive suite of investment management solutions to our diverse distribution client base. This position offers a unique opportunity to expand and deepen Lincoln's significant presence in the advisor sold market by ensuring excellent client service across all of Lincoln's Alternative products. What you'll be doing: Acts as the primary point of contact to support various sales teams with technical aspects of sales execution of Alternative products. This includes detailed knowledge of distribution arrangements & connectivity with Lincoln and clients. Partners with Investment Sales Specialists and cross channel generalist wholesalers to facilitate sales of alternative products. Serves as the subject matter expert for distribution teams on operational components related to delivery of Alts products across all channels. Assists with client onboarding, including support of Alternatives distribution technology platforms and custodian recognition. Works with internal teams to address data and reporting challenges. Maintains and monitors transaction pipeline to ensure a smooth trading experience and ensures the highest quality post-trade servicing. Directs and assumes responsibility for supporting the distribution of alternatives products and will work closely with peers on partner teams. What we're looking for: Must-Haves 5 - 7+ Years experience in alternative investments, alternative sales enablement, or product management related fields Bachelor's degree or equivalent work experience. FINRA Series 7 & 63 preferred; Must obtain within 120 days of hire Experience Managing small teams in finance functions Effective verbal and written communication skills Analytical skills and close attention to detail is necessary Ability to adapt quickly in a changing work environment Applications for this position will be accepted through August, 15, 2025, subject to earlier closure due to applicant volume.
The Sr. Investment Sales Enablement Consultant will strive to build strong long-term relationships through outstanding customer service and a comprehensive suite of investment management solutions to our diverse distribution client base. This position offers a unique opportunity to expand and deepen Lincoln's significant presence in the advisor sold market by ensuring excellent client service across all of Lincoln's Alternative products. What you'll be doing: Acts as the primary point of contact to support various sales teams with technical aspects of sales execution of Alternative products. This includes detailed knowledge of distribution arrangements & connectivity with Lincoln and clients. Partners with Investment Sales Specialists and cross channel generalist wholesalers to facilitate sales of alternative products. Serves as the subject matter expert for distribution teams on operational components related to delivery of Alts products across all channels. Assists with client onboarding, including support of Alternatives distribution technology platforms and custodian recognition. Works with internal teams to address data and reporting challenges. Maintains and monitors transaction pipeline to ensure a smooth trading experience and ensures the highest quality post-trade servicing. Directs and assumes responsibility for supporting the distribution of alternatives products and will work closely with peers on partner teams. What we're looking for: Must-Haves 5 - 7+ Years experience in alternative investments, alternative sales enablement, or product management related fields Bachelor's degree or equivalent work experience. FINRA Series 7 & 63 preferred; Must obtain within 120 days of hire Experience Managing small teams in finance functions Effective verbal and written communication skills Analytical skills and close attention to detail is necessary Ability to adapt quickly in a changing work environment Applications for this position will be accepted through August, 15, 2025, subject to earlier closure due to applicant volume.