Vice President, Field Development

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.

Role Summary: The VP of Field Development is responsible for driving advisor growth across Lincoln Investment’s independent and employee advisor channels by unifying the firm’s recruiting, onboarding, and internal advisor-development functions. This role ensures that every new advisor, whether recruited externally or developed internally, achieves rapid, sustainable productivity consistent with Lincoln Investment’s strategic and financial goals. Lincoln’s Recruiting, Onboarding and Employee Advisor Channel will report to the VP, Field Development.

Key Responsibilities

• Recruiting & Talent Acquisition
• Oversee internal and third-party recruiting strategies to source high-quality financial advisors aligned with Lincoln’s dual-market focus (wealth management and public education).
• Partner with RVPs and Marketing to develop campaigns and events that attract advisors with strong fee-based and planning capabilities.
• Establish recruiting scorecards tracking verified T-12, AUM, pipeline velocity, and conversion ratios.
• Onboarding & Transition Experience
• Lead all onboarding and transition operations to ensure a seamless experience for new advisors.
• Coordinate across Compliance, Operations, and Marketing to shorten time-to-first-trade and accelerate integration onto Lincoln’s IM&R platform.
• Measure and report onboarding efficiency and recruiting results weekly to Chief Business Development Officer.
• Employee Advisor (ISA) Development
• Manage and mentor the Internal Sales Associate (ISA) team to achieve growth targets within assigned books of business and house accounts.
• Implement training, sales coaching, and certification pathways to elevate ISA productivity and readiness for advisor-level roles.
• Align compensation and metrics to verified production growth, client retention, and cross-sell success.
• Field Leadership Collaboration
• Partner with Regional Vice Presidents to identify advisor gaps, succession opportunities, and regional recruiting priorities.
• Contribute to national sales meetings and leadership councils to promote best practices in growth and development.
• Performance Measurement & Reporting
• Establish standardized reporting that integrates recruiting, onboarding, and advisor performance data into the firm’s enterprise sales dashboards.
• Ensure data integrity and transparency; eliminate reliance on self-reported or anecdotal metrics
  

Knowledge/Experience

• Minimum 10 years of sales experience and supervisory experience of investment operations.
• Minimum 10 years of financial services industry experience, ideally leading financial professionals.
• Experience with a modern CRM (Salesforce preferred).
• Thorough knowledge of Microsoft Office suite tools.
• Customer service, financial professional and Executive interaction experience.
• Proven track record of success in recruiting top-tier financial advisors and building high-performing teams.
• Deep understanding of the financial services industry, including knowledge of products, services, regulations, and market trends.
• Strong leadership and management skills, with the ability to motivate and inspire team members.
• Excellent communication and interpersonal skills, with the ability to build rapport and influence candidates and stakeholders at all levels.
• Demonstrated ability to think strategically, solve complex problems, and drive results in a fast-paced, dynamic environment.
• Highly organized and detail-oriented, with the ability to manage multiple priorities, budgets and deadlines effectively.
  
  

Skills

• Oral and written communications
• Customer relations orientation
• Organizational and time management skills
• Planning
• Leadership abilities
• Project management capabilities
  
  

Education/Training

• Bachelor’s degree in a related field of equivalent combination of education and experience
• Series 7
• Series 63 and 65 OR Series 66
• Series 24 (preferred, not required)
• CFP, CLU, ChFC designation preferred
  
  

Physical/Other Requirements: May sit at work station for extended periods of time; may view video display screen for extended periods of time also. Periods of fast pace are normal particularly when working to meet deadlines.

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.