SVP, Head of Fixed Income
Lincoln Financial
full-time
Posted on:
Location Type: Hybrid
Location: Radnor • Connecticut • New York • United States
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Salary
💰 $210,938 - $351,563 per year
Job Level
About the role
- 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.
Requirements
- Experienced leader who has deep expertise with fixed income insurance portfolios, new money deployment and in-force optimization, credit risk tolerances with capital optimization over time.
- 10 years of experience in insurance asset management, fixed income portfolio management, liability‑driven investing, or related fields.
- 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; advanced degree preferred.
- CFA preferred but not required.
Benefits
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Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
fixed income strategiesportfolio optimizationquantitative modelingstress testingscenario analysisinvestment due diligencecapital optimizationliability-driven investingcredit risk managementperformance benchmarks
Soft Skills
leadershipteam developmentanalytical capabilitiescommunication skillscross-functional collaborationinfluenceconsensus buildinginnovationcontinuous improvementpersuasion
Certifications
CFABachelor’s degree in financeadvanced degree in finance or related field