Alternate Locations: Radnor, PA (Pennsylvania); Charlotte, NC (North Carolina); Fort Wayne, IN (Indiana); Greensboro, NC (North Carolina)
Work Arrangement: Hybrid Preferred : Preferred employee will work 3 days a week in a Lincoln office
Relocation assistance: is not available for this opportunity.
Requisition #: 74855
The Role at a Glance This position will provide subject matter expertise and direction on complex operational and accounting processes for derivative investments in Lincoln's General Account Invested Assets on a Statutory, GAAP, Management & Tax basis. They will perform complex research, analysis, & proper accounting treatment of Lincoln's derivative investment positions to support strategic investment operations, hedging programs & initiatives. They will also lead special projects, and coach and develop less experienced team members.
What you'll be doing - Provides investment accounting treatment of derivative assets under applicable Statutory, GAAP, Management & Tax basis.
- Provides subject matter expertise on derivatives of varying structures and collateral across over the counter and cleared markets. for existing/developing strategies for compliance with regulations to key stakeholders & team members.
- Researches, identifies, and resolves complex investment accounting issues.
- Conducts presentations and communicates complex investment accounting risks and financial implications to Senior Management.
- Monitors Managed Service Provider (MSP) delivery, providing oversight, review, and direction as necessary to ensure deliverables are accurate and on-time.
- Meets simultaneous needs of different internal clients and manages complex issues and conflict with clients and managed service providers.
- Collaborates effectively with applicable key stakeholders across the enterprise to facilitate the accurate & timely completion of the investment accounting process for their assigned area(s) of responsibility.
- Maintains internal control system to ensure SOX compliance. Recommends enhancements.
- Prepares & communicates concise & focused technical financial documents, presentations & communications (memos, fact sheets, collateral materials) which direct the reader to salient points for a wide range of technical & non-technical audiences.
- Serves as a project manager or subject matter expert for assigned projects. Reviews technical work of less experienced team members or MSP providers.
- Provides expertise and training and coaching to junior team members.
- Provides technical research on new & existing general account investments & derivatives
What we're looking for Must-Haves
- 5 - 7+ Years experience in derivative & collateral operations or accounting, valuation or financial reporting relates to derivatives and collateral programs that directly aligns with the specific responsibilities for this position.
- Exposure and prior experience supporting to a wide variety of derivative instruments including interest rate, foreign currency and equity contracts is preferred.
- Bachelor's degree or equivalent work experience.
- Ability to be innovative and an aptitude to drive and accept change
- Effective verbal and written communication skills
- Analytical skills and close attention to detail is necessary
- Ability to adapt quickly in a changing work environment
Application Deadline Applications for this position will be accepted through September, 30, 2025, subject to earlier closure due to applicant volume.
What's it like to work here? At Lincoln Financial, we love what we do. We make meaningful contributions each and every day to empower our customers to take charge of their lives. Working alongside dedicated and talented colleagues, we build fulfilling careers and stronger communities through a company that values our unique perspectives, insights and contributions and invests in programs that empower each of us to take charge of our own future.
What's in it for you: - 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
The pay range for this position is $93,300 - $169,700 with
anticipated pay for new hires between the minimum and midpoint of the range and could vary above and below the listed range as permitted by applicable law. Pay is based on non-discriminatory factors including but not limited to work experience, education, location, licensure requirements, proficiency and qualifications required for the role. The base pay is just one component of Lincoln's total rewards package for employees. In addition, the role may be eligible for the Annual Incentive Program, which is discretionary and based on the performance of the company, business unit and individual. Other rewards may include long-term incentives, sales incentives and Lincoln's standard benefits package.
About The Company Lincoln Financial (NYSE: LNC) helps people to confidently plan for their version of a successful future. We focus on identifying a clear path to financial security, with products including annuities, life insurance, group protection, and retirement plan services.
With our 120-year track record of expertise and integrity, millions of customers trust our solutions and service to help put their goals in reach.
Lincoln Financial Distributors, a broker-dealer, is the wholesale distribution organization of Lincoln Financial. Lincoln Financial is the marketing name for Lincoln Financial Corporation and its affiliates including The Lincoln National Life Insurance Company, Fort Wayne, IN, and Lincoln Life & Annuity Company of New York, Syracuse, NY. Lincoln Financial affiliates, their distributors, and their respective employees, representatives and/or insurance agents do not provide tax, accounting or legal advice.
Lincoln is committed to creating an inclusive environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.
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Be Aware of Fraudulent Recruiting Activities If you are interested in a career at Lincoln, we encourage you to review our current openings and apply on our website. Lincoln values the privacy and security of every applicant and urges all applicants to diligently protect their sensitive personal information from scams targeting job seekers. These scams can take many forms including fake employment applications, bogus interviews and falsified offer letters.
Lincoln will not ask applicants to provide their social security numbers, date of birth, bank account information or other sensitive information in job applications. Additionally, our recruiters do not communicate with applicants through free e-mail accounts (Gmail, Yahoo, Hotmail) or conduct interviews utilizing video chat rooms. We will never ask applicants to provide payment during the hiring process or extend an offer without conducting a phone, live video or in-person interview. Please contact Lincoln's fraud team at if you encounter a recruiter or see a job opportunity that seems suspicious.
Additional Information This position may be subject to Lincoln's Political Contribution Policy. An offer of employment may be contingent upon disclosing to Lincoln the details of certain political contributions. Lincoln may decline to extend an offer or terminate employment for this role if it determines political contributions made could have an adverse impact on Lincoln's current or future business interests, misrepresentations were made, or for failure to fully disclose applicable political contributions and or fundraising activities.
Any unsolicited resumes or candidate profiles submitted through our web site or to personal e-mail accounts of employees of Lincoln Financial are considered property of Lincoln Financial and are not subject to payment of agency fees.
Lincoln Financial ("Lincoln" or "the Company") is an Equal Opportunity employer and, as such, is committed in policy and practice to recruit, hire, compensate, train and promote, in all job classifications, without regard to race, color, religion, sex, age, national origin or disability. Opportunities throughout Lincoln are available to employees and applicants are evaluated on the basis of job qualifications. If you are a person with a disability that impedes your ability to express your interest for a position through our online application process, or require TTY/TDD assistance, contact us by calling .
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