Sr. Training Consultant - Private Market Funds

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 #: 75520

 

The Role at a Glance

The Sr. Training Consultant - Private Market Funds will lead the design and execution of internal and external strategies and content to support the Training & Development team. This role is responsible for amplifying the reach and impact – internally and externally – of training programs, onboarding initiatives and product launches, while serving as a creative liaison between marketing and the training team to ensure brand and voice consistency, compliance and engagement.

 

This person will have a primary focus on readying the salesforce and building visibility for Lincoln’s private market funds, including developing wholesaler training content and messaging for wholesalers; while also supporting ongoing training efforts for sales, product launches and value-add content across the distribution team.

 

Additionally, a small portion of the role will be dedicated to being cross-trained on other product lines.

 

This individual will report to an AVP of Training and Development and collaborate closely with senior leadership and colleagues in sales, marketing, training and development, investments, communications and relationship management.

What you'll be doing

• Serve as a senior subject matter expert who develops training plans and activities to fit the needs, goals and objectives of the Training & Development team and broader business.
• Provide  strategy and expertise for Training & Development team’s preparation for and ongoing support of the private market funds offering by developing content and resources for key internal  audiences. Including, but not limited to:
  • Writing and designing wholesaler playbooks
  • Curating content for LincolnFinancial.com
  • Developing and implementing investment resources for use with wholesalers and other stakeholders 
  • Creating training resources for onboarding wholesalers
  • Scripting and creating informational video content for various audiences 
• Support and amplify Lincoln’s value-add campaigns and product launches, in coordination with marketing, to offer new resources for wholesalers and build buzz externally, including video clips, social media content, presentations, informational one-pagers and more.
• Help amplify the differentiating value of the Training & Development team in the marketplace and its model to create the “industry’s best trained sales team,” including media interviews, article bylines and social media content for VP – Training & Development and others. Pursue opportunities to promote Training & Development team internally across the Lincoln enterprise, in coordination with Corporate Communications.
• Serve as the overall resource to Training team, by developing and reinforcing consistent style, formatting and tone that align with corporate objectives and brand and are compliance approved.
• Support in creating key operational tools including PowerPoint slides, emails, agendas, talking points and more.  

What we’re looking for

Must-Haves

• 5-7+ years of progressive experience in training and design that directly aligns to the specific responsibilities of the position including demonstrated leadership experience and collaboration with senior leadership.
• Bachelor's degree or equivalent work experience.
• FINRA Series 6
• Strong written and verbal communication skills with ability to influence stakeholders at all levels.
• Ability to simplify complex financial and product topics for diverse audiences across multiple channels.
• Proven track record of recommending creative strategies, tools, and fresh approaches.
• Skilled in building relationships and collaborating effectively within a matrix organization.
• Able to work independently and collaboratively in a fast-paced environment.
• Self-motivated, detail-oriented, and committed to flawless execution.
• Excellent organizational skills with ability to prioritize strategically.

 

Nice-to Haves

• FINRA Series 7
• Experience supporting Private Market Funds, Alternative Investments, Interval Funds or other similar securities

Application Deadline

Applications for this position will be accepted through February, 28, 2026, subject to earlier closure due to applicant volume.

 

What’s it like to work here?

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