Lincoln Financial

AI Engineer

• Define & execute strategy: Lead the multi-year enterprise roadmap for data and AI engineering aligned with AI transformation and business priorities.
• Governance & stewardship: Establish and chair the enterprise data governance council; define data ownership, stewardship, and responsible AI governance frameworks.
• Architect for scale: Build modern, cloud-native data infrastructure—including storage, compute, streaming, and batch capabilities—to support high-throughput, low-latency AI workloads.
• Shape enterprise architecture: Develop logical architectures, semantic models, ontologies, and domain definitions tailored for AI consumption.
• Lead rapid experimentation and quick proof of concepts for priority AI use cases.
• Guide MVPs through scalable, production-ready pathways.
• Build robust data pipelines: Oversee ingestion, transformation, and orchestration pipelines engineered for reliability, scalability, and reusability.
• Enable end-to-end MLOps: Implement enterprise capabilities such as feature stores, model registries, CI/CD, automated testing, deployment, and rollback.
• Champion security & compliance: Ensure enterprise-level data security, privacy controls, access governance, and regulatory compliance across all platforms.

SVP, Chief Data and AI Engineering Officer

Actuary

• Partner with stakeholders to translate complex data into clear, actionable insights and recommendations.
• Analyze and interpret technical and financial information to enable data driven decision making.
• Build strong, trusted relationships with internal partners while modeling organizational values and leadership behaviors.
• Champion accuracy, consistency, and completeness in reporting through strong process discipline and continuous improvement.
• Operate independently while managing multiple concurrent priorities, leveraging strong time management and prioritization skills.

Associate Actuary, Group Protection FP&A

Account Executive

• Support senior sales representatives by managing triage requests, assisting with renewals, coordinating with brokers and internal teams, and ensuring accurate processing from sale to issuance.
• Build and maintain broker and client relationships to support sales growth, enrollments/renewals, and increase awareness of Lincoln Financial Group’s products and services.
• Develop and execute basic sales plans, including profiling brokers/customers, identifying growth opportunities, meeting or exceeding sales goals, quotas, and reporting requirements.
• Collaborate with internal teams to improve processes, align proposals and marketing materials, and maintain accurate sales reporting.
• You will build and maintain business relationships through effective communication via email, phone, and in person with internal/external stakeholders in a customer centric and professional demeanor.

Associate Sales Rep, Group Protection

Financial Planning and Analysis

• Building and maintaining financial models.
• Conducting market and sector research.
• Preparing investment memos and presentations.
• Supporting portfolio monitoring and performance attribution.
• Participating in data-driven investment initiatives.
• Develops an understanding of best practices and suggests how to improve current practices.

Junior Analyst Program, Investments

Analyst

• Plan audit engagements, identify inherent risks and control objectives, perform risk assessments and identify IT-related risks and vulnerabilities based on business objectives, regulatory requirements, and emerging threats.
• Conduct end to end audit engagements, perform detailed testing, facilitate meetings, and document and review the results of testing according to internal audit methodology.
• Demonstrate expertise in IT disciplines (but not limited to): cybersecurity, hardware, networking, firewalls, servers, database management systems, operating systems, disaster recovery, incident management, vulnerability management, risk assessment, IT governance, and system development.
• Prepare detailed audit reports outlining findings, risk criteria, and recommendations for management, lead audit closing meetings, and ensure all audit documentation is finalized and conforms with department policies and standards.
• Monitor and report on issue identification / retesting / closure status.
• Identify opportunities for continuous improvement and stay informed on emerging IT and industry trends, including developments in AI, and share those insights with team members.
• Manage co-source partner(s) and ensure they are adhering to LF IA methodology, review deliverables, and hold them accountable for budget and scope.
• Partner with IT Infrastructure, security, risk management and other control groups within the company to establish strong working relationships while maintaining independence.
• Collaborate effectively and build strong relationships across Internal Audit, the department, and the broader organization while expanding knowledge of the insurance industry, products, and operations.
• Perform duties in compliance with all state and federal regulations as well as company policies and procedures.

IT Audit Analyst

Vice President

• 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.

SVP, Head of Fixed Income

• Support senior sales representatives by managing triage requests, assisting with renewals, coordinating with brokers and internal teams, and ensuring accurate processing from sale to issuance.
• Build and maintain broker and client relationships to support sales growth, enrollments/renewals, and increase awareness of Lincoln Financial Group’s products and services.
• Develop and execute basic sales plans, including profiling brokers/customers, identifying growth opportunities, meeting or exceeding sales goals, quotas, and reporting requirements.
• Collaborate with internal teams to improve processes, align proposals and marketing materials, and maintain accurate sales reporting.
• Build and maintain business relationships through effective communication via email, phone, and in person with internal/external stakeholders in a customer centric and professional demeanor.

• Build the SAA & ALM analytics platform
• Familiarity and experience managing code using GitLab and deploying python code on AWS
• Engineer reliable Python services and SQL‑backed data pipelines that ingest asset, liability, and market data; orchestrate runs; and expose results to strategy and risk partners (APIs, notebooks, dashboards)
• Productionize research prototypes into hardened components (configuration management, unit/integration tests, logging, lineage, and automated documentation) supporting enterprise‑wide SAA across U.S. and Bermuda entities
• Implement and scale optimization, scenario analysis, and stress testing tools used to construct SAA under capital, rating, liquidity, and ALM constraints; parameterize for both U.S. RBC and Bermuda BSCR frameworks
• Integrate cash‑flow projections (e.g., BondEdge outputs) and reconcile them to portfolio views with auditable data controls
• Model and map security master and position data to NAIC designations and statutory schedules and to BMA BSCR asset categories and SBA portfolios; embed validation checks aligned to reporting rules
• Work across the Investments team to partner with insurance business units, ALM, Actuarial, Enterprise Risk Management, and Finance

AVP, Quantitative Investment Analysis Management

• Lead the design, enhancement, and management of the Strategic Asset Allocation (SAA) framework for all legal entities and business lines, ensuring alignment with enterprise risk appetite, capital, liquidity, and sustainability objectives
• Oversee the integration of SAA into both new business pricing models and in-force portfolio optimization, collaborating with actuarial, ALM, and product teams to ensure robust asset-liability matching and capital efficiency
• Partner with our asset teams to identify and evaluate new asset classes and investment strategies that meet evolving business and regulatory needs, including those specific to US and Bermuda insurance regimes
• Lead and direct team members in the development and ongoing evolution of the SAA
• Oversee the development and continuous improvement of quantitative models and scenario analysis tools to optimize portfolio allocations under various economic and regulatory scenarios (e.g., forward-looking views, stress testing)
• Lead a team of portfolio managers who are responsible for investment strategy and portfolio management for our insurance business lines
• Serve as a key liaison to asset specialists, liability teams, risk, treasury, and actuarial functions, fostering cross-functional collaboration to achieve enterprise objectives
• Lead, mentor, and develop a high-performing team, promoting a culture of innovation, analytical rigor, and continuous improvement
• Communicate complex investment strategies and recommendations clearly and persuasively to senior stakeholders and external partners.

SVP, Investment Strategy – Portfolio Management

Marketing

• Perform and deliver on routine and non-routine assignments for assigned area(s) of responsibility independently in accordance with established procedures/guidelines
• Provide routine and increasingly more non-routine operational and sales support to the MoneyGuard External Wholesalers
• Review wholesaler email correspondence, adding the appropriate compliance disclosures, and managing the Compliance Submission process to completion
• Review and process marketing materials to be sent through internal marketing system or mail merge emails
• Review daily workflow, entering information into databases and completing other routine and increasingly more non-routine tasks and responsibilities
• Coordinate routine Roadshow, Lunch and Learn meetings, and routine virtual meetings for specified groups of wholesalers
• Support the personalized sales campaigns developed by participating wholesalers
• Support the routine meeting series which includes budgets, venue selection, registration, compliance, and execution
• Provide consultative support and partnering with wholesalers and other stakeholders as needed while maintaining fiscal discipline and adherence to customer and regulatory requirements
• Proactively build relationships with wholesalers through active communication and achievement of quality service for partners
• Extract contact data from Salesforce to build targeted distribution lists that support wholesaler outreach and engagement strategies
• Develop monthly marketing campaign performance reports for Sales Managers that provide strategic decision-making insights

Territory Business Coordinator

Financial Crime

• Managing the internal Enterprise AML inbox and the external Fraud Hotline inbox to determine appropriate course of action for suspicious incident referrals.
• Conducting thorough investigations by leveraging and applying knowledge of business unit assignment to perform a review of internal or external reported suspicious activity in accordance with current internal and regulatory procedures.
• Monitoring weekly financial transaction alerts that are generated due to suspicious money movement, to identify suspicious activities.
• Preparing clear and concise written work product, including investigation documentation and Suspicious Activity Reports and State Fraud Reports.
• Filing and logging mandatory Suspicious Activity Reports and State Fraud Reports independently.
• Ensuring integrity and preservation of all work documentation, and providing information in response to suspicious incidents, regulatory and internal requests.
• Working with appropriate internal stakeholders to document investigations to completion and perform assigned tasks accurately and timely.

SVP, Chief Data and AI Engineering Officer

Associate Actuary, Group Protection FP&A

Associate Sales Rep, Group Protection

Junior Analyst Program, Investments

IT Audit Analyst

SVP, Head of Fixed Income

Associate Sales Rep, Group Protection

Associate Sales Rep, Group Protection

AVP, Quantitative Investment Analysis Management

Associate Sales Rep, Group Protection

SVP, Investment Strategy – Portfolio Management

Associate Sales Rep, Group Protection

Associate Sales Rep, Group Protection

Territory Business Coordinator

AML Compliance Consultant