Lincoln Financial · 19 hours ago
SVP, Head of Fixed Income
Radnor, PA
Full-time
Hybrid
Senior Level, Lead/Staff
$211K/yr - $352K/yr
10+ years expLincoln Financial is a company that helps people confidently plan for their financial future, and they are seeking a Senior Vice President to lead Fixed Income investment strategies. This role involves overseeing fixed income portfolios, ensuring alignment with enterprise objectives, and guiding strategic asset allocation initiatives.
AdviceFinanceFinancial ServicesInsurance
Responsibilities
Lead the design, enhancement, and execution of fixed income strategies across all insurance legal entities and business lines
Ensure alignment of fixed income portfolios with enterprise risk appetite, capital, liquidity, and asset–liability management objectives
Oversee integration of fixed income strategy into new business pricing and in-force portfolio optimization
Partner with asset teams to identify, evaluate, and approve new asset classes and fixed income strategies consistent with evolving business and regulatory needs (including U.S. and Bermuda frameworks)
Lead selection, oversight, and performance management of internal and external fixed income managers
Develop and maintain performance benchmarks and frameworks to evaluate manager effectiveness
Drive co-investment sourcing and underwriting in partnership with asset managers
Oversee the development and enhancement of quantitative modeling, stress testing, and scenario analysis frameworks to optimize portfolio allocations
Monitor and report on portfolio performance, risk positioning, liquidity, concentrations, and investment activity to senior stakeholders
Ensure robust governance, documentation, and compliance consistent with regulatory and accounting standards
Serve as a key liaison to actuarial, ALM, finance, risk, treasury, and business unit leaders, fostering cross-functional alignment
Lead, mentor, and develop a high‑performing team, promoting innovation, analytical rigor, and continuous improvement
Communicate complex fixed income strategies and recommendations clearly and persuasively to senior stakeholders and external partners
Conduct investment due diligence on portfolios associated with reinsurance, M&A, or other strategic transactions
Provide analysis and recommendations to support enterprise strategic decisions
Drive process improvements to enhance quality and effectiveness of fixed income portfolio management
Stay current on regulatory developments, market trends, and emerging best practices, incorporating insights into strategy and execution
Qualification
Required
10 years of experience in insurance asset management, fixed income portfolio management, liability-driven investing, or related fields
Deep expertise with fixed income insurance portfolios, new money deployment and in-force optimization, credit risk tolerances with capital optimization over time
Deep understanding of insurance balance sheets, asset–liability management, US RBC and Bermuda regulatory regimes, and GAAP/statutory accounting
Proven ability to lead teams and build consensus across highly cross‑functional environments
Strong analytical capabilities and ability to synthesize large and complex data sets
Excellent written, verbal, and interpersonal communication skills, with the presence to influence senior executives
Bachelor's degree in finance, economics, quantitative discipline, or related field
Preferred
Advanced degree preferred
CFA preferred but not required
Benefits
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
Competitive 401K and employee benefits
Free financial counseling, health coaching and employee assistance program
Tuition assistance program
Work arrangements that work for you
Effective productivity/technology tools and training
Company
Lincoln Financial
Lincoln Financial (NYSE: LNC) helps people to confidently plan for their version of a successful future.
10001+ employees
Funding
Current Stage
Public CompanyTotal Funding
$825MKey Investors
Bain Capital
2025-04-09Post Ipo Equity· $825M
1985-04-26IPO
Leadership Team
Ellen Cooper
Chairman, President and Chief Executive Officer
Christopher Neczypor
Chief Financial Officer
Recent News
GlobalFinTechSeries
2025-12-05
Company data provided by crunchbase