Asset Management Consultant

Lincoln Investment recognized as one of Philadelphia's Top Workplaces for fifteen years, is an independent broker dealer and registered investment advisor that offers brokerage, investment advisory and other financial services. Lincoln has over 1,000 financial advisors nationwide and we serve over 350,000 clients representing over $36 billion in assets. We are a majority family-owned financial services firm that regards our employees as integral players in our continuous growth. Lincoln Investment's success is built upon our dedication to helping people retire well and promoting a work environment that fosters success. Our financial strength and profitability are natural results of "helping people, having fun, and enjoying success." Lincoln Investment offers a competitive compensation and benefits package. Our Home Office is conveniently located in Fort Washington, PA, just outside of Philadelphia.

Basic Function: The Asset Management Consultant role at Lincoln is a key field-facing position that will directly support our financial professionals and staff as they serve their clients with asset management. Candidates for this role must have a deep understanding of the advisor's experience as well as knowledge of all products and platforms available through Lincoln Investment.

This consultative, relationship-driven position involves leveraging your expertise in investment strategies and sales to help Lincoln financial professionals identify professionally managed solution opportunities for appropriate clients, both proactively and reactively.  You will be responsible for providing guidance on investment strategies, product/program guidelines, and tailored solutions through both outbound and inbound consultations, while also contributing to business plans and leading sales campaigns.

Responsibilities

• Work proactively with financial professionals to help identify areas of opportunity for growth in their asset management business. This will involve:
  • Contributing to the advisors understanding and execution of top line growth strategies to organically grow their practice.
  • Consult with branches and offices throughout Lincoln’s advisor network to identify areas within the practice to better leverage available products and services.
• Conduct analysis of existing practices to help identify opportunities for growth or to better leverage available products and resources. This will involve working closely with RVPs and field leadership to address priorities within each region.
• Highlight the business benefits and advantages of using Lincoln specific programs like Premier Asset Management and PPM.
• Be a Subject Matter Expert (SME) on Lincoln’s core technology platforms including Wove and NetX as well as Lincoln proprietary programs like Account Central, AdvisorLinc, and FP Connect. 
• Participate and support advisor training programs that are hosted by our Learning and Development team. This will include group and one-on-one training sessions. You will also act as part of our “triage training” team which responds to field requests when specific, more urgent training or instruction is needed in the field.
• Proactively conduct outbound calls to financial professionals.
• Work with financial professionals to identify potential opportunities and present Premier Asset Management, Select Manager Strategists and PPM solutions that align with their clients’ needs.
• Develop a deep understanding of the full spectrum of Premier Asset Management (IM&R) and Select Manager strategies and associated fees to effectively communicate their benefits to advisors.
• Work with IM&R to evaluate and propose solutions for complex needs.
• Provide ongoing education and support to advisors, addressing questions about professionally managed accounts, client or strategy investment performance, and issues that may arise.
• Participate in sales and marketing initiatives to promote Premier Asset Management, Select Manager Strategists and PPM, conducting educational sessions for advisors, and providing ongoing training on product features and updates.
• Ensure a high level of advisor satisfaction by responding to inbound calls and emails from financial professionals

 Skills

• Strong analytical skills and understanding of investment principles, investment products, portfolio management strategies and market dynamics.
• Ability to build rapport quickly, establish trust and maintain long-term relationships with financial professionals.
• Proven track record in sales, with excellent communication and presentation skills.
• Creative problem solving – able to be immersed in complex problems with the critical thinking needed to create solutions.
• Team player – willingness to work in a team environment, collaborating with others to help accomplish a single goal.
• Strong attention to detail and a commitment to quality.
• Self-starter who can operate independently and move quickly from one task to another.
• High degree of professionalism, excellent work ethic, and a strong sense of accountability to deliver results.
• Flexible and adaptable to change.

Education and Experience

• Bachelor’s degree in business administration, finance, economics, or a related field (preferred).
• Series 7, Series 63 and Series 65 (or Series 66) required.
• Professional designations in the financial services industry are not required but always encouraged. CFP, CRPC, ChFC, APMA and or CIMA (desired).
• MS Office Suite experience including Word, Excel, Outlook email & calendar, PowerPoint. Comfortable preparing and helping to deliver presentations to advisors and business leaders.
• Demonstrated sales and coaching experience, or experience as a financial advisor or internal wholesaler.
• Deep understanding of managed account and advisory platforms (desired).

Physical/Other Requirements:

• May sit at workstation for extended periods of time. 

Lincoln Investment is an equal opportunity employer. Lincoln Investment prohibits discrimination and harassment of any type and affords equal employment opportunities to employees and applicants without regard to race, color, religion, sex, sexual orientation, gender identity or expression, pregnancy, age, national origin, disability status, genetic information, protected veteran status, or any other characteristic protected by law. Lincoln Investment conforms to the spirit as well as to the letter of all applicable laws and regulations.

Salary : $36