About the role

  • 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

Job title

SVP, Head of Fixed Income

Job type

Experience level

Lead

Salary

$210,938 - $351,563 per year

Degree requirement

Bachelor's Degree

Location requirements

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