Director, Investment Content Strategy

Alternate Locations: Radnor, PA (Pennsylvania)

 

 Work Arrangement:

Hybrid : Employee will work 3 days a week in a Lincoln office

 

Relocation assistance:  is not available for this opportunity.

 

Requisition #: 75202

 

The Role at a Glance

We are seeking a Director, Investment Content Strategy, to contribute to our growing value-add content team. In this role, you will play an important part in shaping investment education that reaches 20,000+ financial professionals nationwide while elevating and expanding our flagship program, Lincoln’s Market Intel Exchange. You will distill complex market concepts into a retail-friendly format for financial professionals and their clients.  

 

The ideal candidate is a creative thinker with deep investment acumen, exceptional visual storytelling skills (primarily PowerPoint), and the ability to generate fresh ideas while collaborating with various stakeholders. This highly visible position represents a significant opportunity for a self-starter who is ready to use their passion for investor education to help grow our value-add investment insights program. 

What you'll be doing

• Collaborate closely on content creation and strategy, including research, writing, and visual design in PowerPoint to help bring key market and investment concepts to life for a diverse audience. 
• Generate fresh content ideas based on investment trends, stakeholder feedback, and the latest developments. 
• Engage with internal stakeholders to gather insights, promote content, and align with advisor and client needs. 
• Monitor industry experts and publications to incorporate timely insights, ensuring content remains relevant and forward-thinking. 
• Contribute market commentary and thoughts during recurring internal discussions with leaders in the organization.  
• Participate in the promotion and presentation of investment content to both internal and external audiences. 

What we’re looking for

• Bachelor’s degree in finance, Business, Communications, or a related field.  
• 7+ years of experience in investment content creation, strategy, or related roles within financial services, with a proven track record of excellence. 
• Investment knowledge and creative thinking skills to generate original ideas and distill complex topics (e.g., market volatility, economic trends) into client-friendly narratives. 
• Advanced PowerPoint skills with expertise in visual storytelling, data visualization, and creating engaging, retail-oriented presentations. 
• Excellent communication and collaboration skills for engaging with sales teams, stakeholders, and external experts. 
• Self-starter mindset with a strong work ethic, organizational skills, and the ability to thrive in a fast-paced, small-team environment. 
• FINRA SIE and Series 7 (or ability to obtain within 120 days of employment). 
• Industry designations (CFA, CIMA, CFP, etc.) or interest in pursuing a plus. 

 

What We Offer 

• Comprehensive benefits including health insurance, 401k with generous match, and professional development opportunities. 
• Flexible hybrid model (3 days in Radnor office preferred).
• Opportunity to make a real impact on a collaborative, innovative team that values diverse perspectives and fosters growth. 

Application Deadline

Applications for this position will be accepted through November 1st, 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