What are the responsibilities and job description for the Specialist, Investment Marketing position at Lincoln Financial?
Date: Mar 28, 2025
Primary Location: Radnor, PA, US
Company: Lincoln Financial
Alternate Locations: Radnor, PA (Pennsylvania)
Work Arrangement:
Hybrid/Common Days : Work 2-3 days a week in a Lincoln office with a designated workspace.
Relocation assistance: is not available for this opportunity.
Requisition #: 74407
The Role at a Glance
Are you an innovative, collaborative, results-driven marketer with a desire to join an award-winning, digital first marketing department? We’re seeking a Marketing Specialist to join our Investment Management marketing team.
Working in an agile pod structure, you will play a pivotal role in developing and executing end-to-end marketing strategies that’ll drive the market visibility and appetite for Lincoln’s timely market insights, underlying investment expertise and enterprise offering.
Working in an agile pod structure, you will play a pivotal role in developing and executing end-to-end marketing strategies that’ll drive the market visibility and appetite for Lincoln’s timely market insights, underlying investment expertise and enterprise offering.
What you'll be doing
What you'll be doing:
- Maintain knowledge on current and emerging developments, assess the impact, and collaborate with team and stakeholders to incorporate new trends and development in current and future solutions.
- Perform and deliver on assignments and projects while leveraging and applying knowledge of Lincoln’s investments and the financial markets.
- Partner and collaborate with key stakeholders to influence the investment marketing strategy across all channels – content, social, advertising, digital marketing, web, including repository of documents
- Identify and recommend process improvements and solutions to improve marketing programs and processes.
- Develop, identify, write and edit a range of materials in collaboration with stakeholders to communicate fund expertise and performance, including but not limited to monthly/quarterly reports, fund commentaries, weekly market commentaries, fund fact sheets and investment guides.
- Communicate marketing plan components, ensuring understanding and buy in by appropriate stakeholders and team members.
- Build relationships and partner with internal stakeholders to elicit and capture marketing business goals and ensure all marketing tools, collateral and plan components are in alignment with the goals and objectives
- Ensure full collateral set is accurate, relevant, compliant and consistent with Lincoln’s editorial and brand standards.
- Review and communicate performance metrics that track and assess the effectiveness of marketing plan components to team members and internal stakeholders.
- Champion and enhance organizational initiatives by positively influencing change management and departmental/enterprise initiatives.
- Have fun, be intellectually curious and willing to test and learn new approaches
What we’re looking for
What we're looking for:
- Bachelor's degree or equivalent work experience
- 1 - 3 Years experience in financial services, investment marketing experience preferred
- Demonstrates an interest in investments or knowledge of financial markets (i.e. familiarity of market trends, investment strategies, etc.)
- Strong attention to detail
- Effective written and verbal communication skills.
- Analytical skills, including the ability to apply concepts such as probability, statistics, percentages, etc. to practical solutions.
- Demonstrates excellent organizational skills with the ability to prioritize work and balance multiple projects in a time-sensitive environment, and meeting deadlines.
- Ability to evaluate information and implications of a course of action or solution.
- Ability to adapt quickly in a changing work environment.
- Ability to develop creative and collaborative approaches.
- Evaluate trends in data or information.
Application Deadline
Applications for this position will be accepted through Monday, April 7th, subject to earlier closure due to applicant volume.
What’s it like to work here?
At Lincoln Financial Group, 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 Lincoln leadership Attribute.
- Leadership development and virtual training opportunities
- PTO/parental leave
- Competitive 401K and employee benefits
- Free financial counseling, health coaching and employee assistance program
- Tuition assistance program
- A leadership team that prioritizes your health and well-being; offering a remote work environment and flexible work hybrid situations
- 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 Group helps people to plan, protect and retire with confidence. As of Dec. 31, 2023, approximately 17 million customers trust our guidance and solutions across four core businesses – annuities, life insurance, group protection and retirement plan services. As of December 31, 2023, the company had $295 billion in end-of-period account balances, net of reinsurance. Headquartered in Radnor, Pa., Lincoln Financial Group is the marketing name for Lincoln National Corporation (NYSE: LNC) and its affiliates. Learn more at LincolnFinancial.com.
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.
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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 fraudhotline@lfg.com 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 Group are considered property of Lincoln Financial Group and are not subject to payment of agency fees.
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, 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.
Salary : $53,500 - $96,300
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