Head of Fixed Income overseeing investment strategies at Lincoln Financial. Leading a high-performing team and partnering across functions to optimize portfolios aligned with enterprise objectives.
Responsibilities
Lead the design, enhancement, and execution of fixed income strategies across all insurance legal entities and business lines.
Ensure alignment of fixed income portfolios with enterprise risk appetite, capital, liquidity, and asset–liability management objectives.
Oversee integration of fixed income strategy into new business pricing and in-force portfolio optimization.
Partner with asset teams to identify, evaluate, and approve new asset classes and fixed income strategies consistent with evolving business and regulatory needs (including U.S. and Bermuda frameworks).
Lead selection, oversight, and performance management of internal and external fixed income managers.
Develop and maintain performance benchmarks and frameworks to evaluate manager effectiveness.
Drive co-investment sourcing and underwriting in partnership with asset managers.
Oversee the development and enhancement of quantitative modeling, stress testing, and scenario analysis frameworks to optimize portfolio allocations.
Monitor and report on portfolio performance, risk positioning, liquidity, concentrations, and investment activity to senior stakeholders.
Ensure robust governance, documentation, and compliance consistent with regulatory and accounting standards.
Serve as a key liaison to actuarial, ALM, finance, risk, treasury, and business unit leaders, fostering cross-functional alignment.
Lead, mentor, and develop a high‑performing team, promoting innovation, analytical rigor, and continuous improvement.
Communicate complex fixed income strategies and recommendations clearly and persuasively to senior stakeholders and external partners.
Conduct investment due diligence on portfolios associated with reinsurance, M&A, or other strategic transactions.
Provide analysis and recommendations to support enterprise strategic decisions.
Drive process improvements to enhance quality and effectiveness of fixed income portfolio management.
Stay current on regulatory developments, market trends, and emerging best practices, incorporating insights into strategy and execution.
Requirements
Experienced leader who has deep expertise with fixed income insurance portfolios, new money deployment and in-force optimization, credit risk tolerances with capital optimization over time.
10 years of experience in insurance asset management, fixed income portfolio management, liability‑driven investing, or related fields.
Deep understanding of insurance balance sheets, asset–liability management, US RBC and Bermuda regulatory regimes, and GAAP/statutory accounting.
Proven ability to lead teams and build consensus across highly cross‑functional environments.
Strong analytical capabilities and ability to synthesize large and complex data sets.
Excellent written, verbal, and interpersonal communication skills, with the presence to influence senior executives.
Bachelor’s degree in finance, economics, quantitative discipline, or related field; advanced degree preferred.
CFA preferred but not required.
Benefits
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
AVP of Provider Contracting driving strategies in healthcare across Cleveland and Northern Ohio. Leading a contracting team and managing provider relationships to improve care quality and affordability.
Cleaning staff for a dynamic team in intensive care services. Responsibilities include various cleaning tasks and participation in internal training and process optimizations.
Vice President IT Transformation at E WIE EINFACH GmbH overseeing significant IT changes in energy sector. Responsible for modernizing IT systems and leading internal teams.
Pflegefachkraft handling individual care for intensive care patients in Speyer. Collaborating with a professional team in a supportive environment while ensuring patient needs are prioritized.
Leading the nursing team in Gotha while ensuring high quality care standards and team collaboration. Overseeing daily operations and maintaining patient care involvement.
Team leadership role in außerklinische Intensivpflege in Coburg, promoting nursing quality and staff collaboration. Requires nursing qualification and team management experience.
Team leader in home healthcare overseeing quality and mentoring staff in Küps. Engaging in direct patient care with a focus on developing professional skills in a supportive environment.
Deputy Nursing Service Management responsible for leading 1:1 intensive care teams. Ensuring high care quality and collaboration across various departments.