National Account Manager - Investment Research Coverage

National Account Manager - Investment Research Coverage

Are you ready to shape the future of investment strategy at Lincoln Financial? In the National Account Manager Investment Research Coverage role, you will be at the forefront of innovation, driving Lincoln's expansion in Investment Management and Alternative Investment markets. This is more than a research coverage role, it's a strategic opportunity to influence product direction, forge high-impact relationships, and unlock new business development pathways.

In addition to gaining placement for Lincoln's alternative investment products sub-advised by world class managers, Bain and Partners Group on bank, RIA and B / D platforms, you'll collaborate closely with top-tier Product Leaders and Research Departments, identifying growth opportunities and guiding Lincoln's evolution in this dynamic space. If you're passionate about investments, thrive in a fast-paced environment, and want to make a meaningful impact, this is the opportunity.

What you'll be doing :

• Develop and maintain strategic sales program to increase sales revenue and market share within and alternative investments.
• Leads Lincoln's outreach to public and private investment research departments at broker-dealers, RIAs, and aggregators to win placement of LFI's strategies.
• Develops and executes firm level business plans and executes a proactive engagement strategy with key external stakeholders.
• Drive platform placement and product adoption.
• Delivers point-of-sale expertise and educate gatekeepers on Lincoln's investment offerings.
• Cultivates senior-level relationships within research and product to identify strategic opportunities for product placement.
• Collaborates across sales, marketing, and product teams to align messaging and execution. Represents Lincoln at due diligence meetings, conferences, and strategic events.
• Develops and delivers point of sale expertise in Lincoln's products to strategic client product and research teams.
• Educates external key stakeholders on the benefits of Lincoln's Investment offerings.
• Collaborates with sales colleagues to identify opportunities for better investor outcomes.
• Increases penetration in territory by optimizing and growing relationships within existing more complex firms.
• Cultivates, directs, and maintains increasingly senior level client relationships within assigned client firms / institutions.
• Increases / gains awareness of Lincoln's products and services with more strategic firms and within their assigned territory.
• Develops, directs, and executes more complex plans to increase / gain opportunities to introduce Lincoln management and other resources to targeted firms.
• Develops a comprehensive understanding of existing / targeted firms including targeted market segments, how they operate, and / or value proposition(s) and is known by them.
• Builds and directs strategic relationship platform by identifying senior contacts within targeted firms to achieve profitable sales and Lincoln's product breath growth.
• Works effectively to support growth in all segments of Lincoln's products / service offerings to maximize and capitalize on the opportunities to cross sell and penetrate assigned firms / institutions.
• Conduct firm meetings and in-person meetings to achieve sales targets. (e.g. due diligence meetings, one-on-one meetings, sponsorship and speaking opportunities).
• Develops and maintains collaborative relationships with internal stakeholders. to achieve sales objectives.
• Utilizes expense budgets to set limits and maximize sales opportunities within their assigned territory.
• Maintains sales call data in appropriate systems and / or complete sales reports.
• Meets or exceeds all department and / or sales goals / targets for their assigned firms.
• Adhere to LFD's Culture of Compliance. Comply with LFD's policies and procedures.

What we're looking for :

Must-Haves

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 :

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.

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 an 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.