Specialist, Investment Strategies Analyst (Hybrid, Radnor, PA ONLY)

Alternate Locations: Radnor, PA (Pennsylvania)

Work Arrangement:

Hybrid Preferred : Preferred employee will work 3 days a week in a Lincoln office

Relocation assistance:  is not available for this opportunity.

Requisition #:  74439

The Role at a Glance

The Role at a Glance

Are you passionate about markets and investments, eager to apply that passion to directly impacting the success of Lincoln’s distribution efforts? Do you excel at translating complex market concepts and data into clear, strategic insights for financial professionals? Do you want to join a dynamic environment where your analysis and insights directly impact sales strategy and elevate client experiences? We are seeking a dedicated Investment Strategy Analyst to join our Client Investment Strategies Investment Desk.

As a key member of this high-visibility, high-impact team, you will blend analytical, strategic thinking, and creative communication skill sets to deliver meaningful value to Lincoln’s internal and external stakeholders.

In this role, you will serve as a subject matter expert on investment principles and the subaccount offerings within Lincoln’s variable and indexed products, providing best-in-class service and timely, specialized support to financial professionals across channels such as phone, email, and meetings. You will dedicate 60-70% of your time to direct consultation: fielding inbound investment questions, conducting portfolio reviews, and providing the expert analysis financial professionals need to serve their clients effectively, all while positioning yourself as a primary resource for investment guidance and market insights.

In addition to serving as a trusted resource for investment-related inquiries, you will work cross-functionally to analyze market data, translate analytics into strategic solutions that support sales initiatives, and develop compelling collateral showcasing Lincoln’s offerings. This exceptional opportunity is ideal for professionals with 1-3 years of investment experience who seek a balance of client interaction, investment analysis, and creative storytelling. Success in this role requires strong investment and analytical aptitudes, a passion for creative and relationship-driven communication, and a desire to drive meaningful business results.

What you'll be doing

What you'll be doing

Primary (60-70%)
• Partner with Lincoln’s sales teams and financial advisors as the dedicated investment specialist for Lincoln’s variable subaccounts and indexed strategies.
• Primarily via inbound telephone calls and/or emails, support stakeholders by responding to investment inquiries and presenting and communicating investment opportunities and outcomes in a clear and engaging way.
• Perform policy investment reviews and conduct asset allocation and ad-hoc fund analyses.
• Exhibit and maintain an active interest in capital markets, staying current on the latest data and trends to inform conversations and ideation.
• Develop and sustain a comprehensive understanding of Lincoln’s products, services, and operational structure to enhance your effectiveness.

Secondary (30-40%)
• Collaborate with internal stakeholders to produce investment-related content supporting Lincoln’s distribution efforts and customer needs.
• Analyze and manipulate data using Microsoft Excel, leveraging the Microsoft Office suite and other digital tools to produce high-quality deliverables.
• Transform market data and analytics into compelling narratives that help business partners succeed.
• Participate in creating and refining investment-related content such as presentations, market updates, and educational materials to support business growth.
• Serve as a resource for team members and internal/external stakeholders on complex assignments/projects within your area of responsibility.
• Identify and recommend process improvements that enhance efficiency, reduce workloads significantly, or improve quality.

Additional Position Responsibilities
• Perform all duties in compliance with applicable state and federal regulations and guidelines.
• Adhere to all company and site policies and procedures.
• Contribute positively by suggesting improvements, learning new skills, processes, and procedures.
• Perform other duties as required.
• Stay current with industry and professional trends.

What we’re looking for

What we're looking for

Education and Experience

• Bachelor’s degree in Finance, Economics, Business, Mathematics, or a related field, or equivalent experience.
• Exposure to investments, capital markets, or financial analytics (internships or 1–3 years in analyst or strategy roles are welcome).
• Proficiency in Excel (formulas, pivot tables, modeling); PowerPoint experience is a plus.
• Excellent written and verbal communication skills — able to explain complex topics to both expert and non-expert audiences.
• A creative approach to problem-solving and storytelling with data.

Application Deadline

Applications for this position will be accepted until September 30, 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 $53,500 - $96,300 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.

About The Company

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 a diverse and 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.

Follow us on Facebook , X , LinkedIn , Instagram , and YouTube . For the latest company news, visit our newsroom .

Be Aware of Fraudulent Recruiting Activities

If you are interested in a career at Lincoln, we encourage you to review our current openings and apply on our website. Lincoln values the privacy and security of every applicant and urges all applicants to diligently protect their sensitive personal information from scams targeting job seekers. These scams can take many forms including fake employment applications, bogus interviews and falsified offer letters.

Lincoln will not ask applicants to provide their social security numbers, date of birth, bank account information or other sensitive information in job applications. Additionally, our recruiters do not communicate with applicants through free e-mail accounts (Gmail, Yahoo, Hotmail) or conduct interviews utilizing video chat rooms. We will never ask applicants to provide payment during the hiring process or extend an offer without conducting a phone, live video or in-person interview. Please contact Lincoln's fraud team at [email protected] if you encounter a recruiter or see a job opportunity that seems suspicious.

Additional Information

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

Lincoln Financial 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, Veteran status, or genetic information. Applicants are evaluated on the basis of job qualifications. If you are a person with a disability that impedes your ability to express your interest for a position through our online application process, or require TTY/TDD assistance, contact us by calling 260-455-2558.

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

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