Job: Manager, Wealth Management Platforms

Jobing Description

Lincoln Financial Group is a diversified financial services organization with a strong focus on four core business areas - life insurance, annuities, defined contribution, and group protection; and three distribution platforms - wholesale, retail, and worksite. Since 1905, Lincoln Financial has helped customers face their futures with confidence by offering trusted financial solutions and advice. Lincoln Financial Group is the marketing name for Lincoln National Corporation (NYSE: LNC) and its affiliates.

Lincoln Financial Network is looking for an Advisory Services Manager to join the Team in our Concord, NH location.

This position is responsible for the support of the initiatives of the Advisory Services and Wealth Management department, including being a subject matter expert on broker dealer offered investment products and advisory platforms & services and providing information on same to internal and external customers. This position is also responsible for the development and promotion of our wealth management program, including the expansion and integration of our product and service capabilities.

Responsibilities:

* Provide information on advisory services and wealth management products and programs to internal and external customer, including financial representatives of Lincoln Financial Securities (LFS) & Lincoln Financial Advisors (LFA).
* Provide a superior level of product and marketing support to all broker dealer staff and LFS & LFA registered representatives primarily through phone coverage, written publications and presentations.
* Answer questions related to wealth management products and services and their sales applications. Research product questions as necessary.
* Increase the general awareness and education of wealth management services internally and externally.
* Responsible for disseminating information on various programs through in-bound and out-bound phone calls, meeting presentations, maintenance of product sections of the broker dealer web site, and creation and maintenance of collateral material for advisory services.
* Work with broker dealer Sales & Business Development area and field management to assist in the development advisory sales and marketing initiatives including material fulfillment and the development and modification of advisory sales and marketing material.
* Create and manage various management reports on the business.
* Provide general administrative support as necessary, to the Wealth Management Services unit and the larger Investment Products area, and to support the overall LFN initiatives.
* Support departmental responsibilities of enhancing, constructing, and integrating of advisory and wealth management products and services.
* Provide input on strategic direction of department, including making recommendations on enhancing existing product and services portfolio.
* Manage projects with clearing firms, technology vendors, and other service providers in support of improving and enhancing our products and services.
* Communicate with internal and external customers on new product or service initiatives
* Coordinate and work with other departments of Service Excellence and LFN in the execution of wealth management platform initiatives.

Job Requirements

Qualifications:

* Bachelors Degree with 3 years experience in the financial services, with knowledge of broker dealer/investment advisor operations, compliance and advisory service platforms.
* Has the ability to take initiative, set goals, work both independently and within a team environment
* Exhibits strong organizational and analytical skills
* Superior writing skills
* FINRA Series 7 and 65/66 preferred, and required within 6 months of hire.
* FINRA Series 24 preferred, and required within 12 months of hire.

Lincoln Financial Network is a Gold Partner with Women in Insurance and Financial Services

Additional Details

How To Apply

Only on-line applications will be considered.

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.

Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates.

Lincoln Shared Values: Integrity, Commitment to Excellence, Responsibility, Respect, Fairness, Diversity, Employee Ownership.

Lincoln Affiliates Lincoln Financial Network
Lincoln Financial Network
2nd Location