25 Investment jobs in Columbus

Investment Accountant

43201 Columbus, Ohio Accenture

Posted 1 day ago

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Job Description

The Investment Accounting group is responsible for the accounting and reporting for the client's invested Assets, which includes private equity, hedge funds, commercial residential loans and equity securities. The team's specific responsibilities include reconciliation of transactional data from various sub ledgers Clearwater, Investran, and LMS to the general ledger and ultimately the client s financial statements as well as all related external reporting for investments 10Q K, Financial Supplement, STAT Audited Financials and Investment NAIC reporting. The team is also responsible for the implementation of new GAAP and STAT accounting standards as it relates to invested assets, establishing the accounting for new transactions or new investment types and management of the risks, controls and audit as it relates to investments and Investment FP&A.
Key Responsibilities:
+ Manage the accounting processes related to the monthly and quarterly accounting close to ensure accuracy of invested assets data specifically work on real estate funds and review property financials
+ Manage the preparation of statement of cash flows for investments (Real Estate Funds)
+ Manage the preparation of certain Investment disclosures for 10Q K and Financial Supplement. These include all Investment, Lending, Fair Value, VIE Footnotes and Investment MD A.
+ Lead in new initiatives for process improvements, in coordination with other areas of the department organization.
+ Manage annual investment related NAIC STAT reporting exhibits, schedules, and disclosures
+ Point of contact and support for the various business unit and corporate controllers.
+ Coordinate with various areas in the organization to develop an understanding of new investment transactions and to provide guidance support that ensures the accounting results from these investments are accurately recorded in the client ledgers across multiple basis GAAP and STAT
+ Prepare accurate net asset values (NAVs), yields, distributions, and other fund accounting outputs for subsequent review.
+ Prepare, review, and analyze financial reporting, including GAAP financial statements (under both historical and investment company accounting), cash flows, budgets, REIT reporting and other project specific reporting.
+ Calculate and review LP/GP investor allocations including incentive fees, management fees, waterfall calculations, and IRRs. Capital Call/Distribution management.
+ Coordinate and monitor external audit process.
+ Proactively identify and resolve accounting, reporting, and tax issues.
+ Experience working with REITs accounting and financial statement preparation (Real estate investment trust) - preferred
+ Manage joint-venture partner & property managers relationships including review of monthly financial statements and coordination with properties manager.
Basic Qualifications:
+ Minimum of 5 years' experience in one or a combination of the following Insurance, Financial Services, and or Finance Accounting
Preferred Skills Qualifications:
+ Bachelor's degree with a major in a quantitative field e.g., Finance, Accounting, Math, Statistics advanced degree or CPA a plus
+ Work experience with a "Big 4" or other internationally recognized CPA firm a
+
+ Experience in accounting and reporting for investments
+ Demonstrated experience with financial reporting/financial statement presentation, budgeting, transaction analysis
+ Knowledge of fixed income and equity securities
+ Strong knowledge and experience of financial instruments, including fixed income and equity securities, loans, alternative investments
+ Strong knowledge and experience of GAAP accounting pronouncements, US GAAP and US insurance statutory disclosure and reporting requirements for invested assets
+ Experience in controllership or financial reporting role at a public company insurance sector experience a plus
+ Experience developing executive level presentation materials
+ Excellent computer skills, including Yardi, Microsoft Office Suite, and Advanced Excel skills
Professional Qualifications:
+ Comfort with uncertainty and fluidity, and can work in an agile manner
+ Strong written and oral communication skills
+ Superior organizational skills and ability to multitask with a variety of systems and processes to meet competing deadlines
+ Highly motivated, attention to details, strong quantitative and analytic skills
+ Strong analytical and critical problem-solving skills
+ Ability to manage a broad range of stakeholders
+ Self-starter, and a team player with ability to communicate with teams with various backgrounds
Compensation at Accenture varies depending on a wide array of factors, which may include but are not limited to the specific office location, role, skill set, and level of experience. As required by local law, Accenture provides a reasonable range of compensation for roles that may be hired in California, Colorado, District of Columbia, Illinois, Maryland, Minnesota, New Jersey, New York or Washington as set forth below.
We accept applications on an on-going basis and there is no fixed deadline to apply.
Information on benefits is here. ( Location Annual Salary Range
California $63,800 to $54,800
Colorado 63,800 to 133,700
District of Columbia 68,000 to 142,400
Illinois 59,100 to 133,700
Minnesota 63,800 to 133,700
Maryland 63,800 to 133,700
New York/New Jersey 59,100 to 154,800
Washington 68,000 to 142,400
What We Believe
We have an unwavering commitment to diversity with the aim that every one of our people has a full sense of belonging within our organization. As a business imperative, every person at Accenture has the responsibility to create and sustain an inclusive environment.
Inclusion and diversity are fundamental to our culture and core values. Our rich diversity makes us more innovative and more creative, which helps us better serve our clients and our communities. Read more here ( Employment Opportunity Statement
Accenture is an Equal Opportunity Employer. We believe that no one should be discriminated against because of their differences, such as age, disability, ethnicity, gender, gender identity and expression, religion or sexual orientation.
All employment decisions shall be made without regard to age, race, creed, color, religion, sex, national origin, ancestry, disability status, veteran status, sexual orientation, gender identity or expression, genetic information, marital status, citizenship status or any other basis as protected by federal, state, or local law.
Accenture is committed to providing veteran employment opportunities to our service men and women.
For details, view a copy of the Accenture Equal Employment Opportunity and Affirmative Action Policy Statement ( .
Requesting An Accommodation
Accenture is committed to providing equal employment opportunities for persons with disabilities or religious observances, including reasonable accommodation when needed. If you are hired by Accenture and require accommodation to perform the essential functions of your role, you will be asked to participate in our reasonable accommodation process. Accommodations made to facilitate the recruiting process are not a guarantee of future or continued accommodations once hired.
If you would like to be considered for employment opportunities with Accenture and have accommodation needs for a disability or religious observance, please call us toll free at 1 ( , send us an email ( or speak with your recruiter.
Other Employment Statements
Applicants for employment in the US must have work authorization that does not now or in the future require sponsorship of a visa for employment authorization in the United States.
Candidates who are currently employed by a client of Accenture or an affiliated Accenture business may not be eligible for consideration.
Job candidates will not be obligated to disclose sealed or expunged records of conviction or arrest as part of the hiring process.
The Company will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. Additionally, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the Company's legal duty to furnish information.
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Investment Policy Officer

43224 Columbus, Ohio STRS

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Investment Policy Officer

The State Teachers Retirement System of Ohio (STRS Ohio) is seeking an Investment Policy Officer to join the Investment/Management. Nearly two-thirds of STRS Ohio's investment assets are managed internally by more than 100 Investment Department professionals.

Established in 1920 and serving Ohio's educators, STRS Ohio is one of the nation's premier retirement systems, serving over 500,000 active, inactive, and retired public-school teachers, and university faculty members, managing approximately $95.3 billion as of June 30, 2024, in assets and paying more than $7 billion in benefits annually.

STRS Ohio provides a competitive pay, and a comprehensive benefits package including on-site parking, educational assistance, subsidized medical insurance, fully paid dental and life insurance, vacation and sick leave, retirement benefits and on-site fitness center. At STRS Ohio, you can experience rewarding work in a professional, business casual work environment. We welcome, celebrate, and promote respect for everyone. We are continually seeking bright and talented individuals to join our team.

Competitive Pay

8:00am-5:00pm Monday through Friday (On-site).

Under the direction of the Senior Officer, Investment Policies, ensure the State Teachers Retirement System of Ohio (STRS Ohio) Investment Department is in conformity with all relevant rules, policies and legislation.

Monitor and facilitate understanding of the Investment Department's policies, guidelines and regulations on continuous basis, subject but not limited to: Staff Guidelines, Statement of Investment Objectives ad Policy (SIOP), Ohio Retirement Study Council (ORSC) requirements, Securities Exchange Commission (SEC) Filings and Ohio Revised Code (O.R.C) legislation.

Maintain Investment Department policies and implement review procedures.

Coordinate with STRS Ohio legal and compliance teams ensuring investment activities, processes and guidelines adhere to applicable laws, policies and regulations.

Complete and disseminate required regulatory disclosures, registrations, affirmations and representations.

Master's degree with an emphasis in business administration, finance, or a quantitatively oriented field preferred.

Seven to ten years of demonstrated experience in the field of business, finance, investment or accounting required.

Chartered Financial Analyst (CFA) charterholder strongly preferred.

Basic knowledge of compliance concepts, practices and procedures and experience in an investment-related field preferred.

State Teachers Retirement System of Ohio (STRS) is an Equal Employment Opportunity Employer and prohibits discrimination and harassment of applicants or employees on the basis of race, color, religion, gender, gender identity or expression, national origin (ancestry), military status, disability, age, genetic information, sexual orientation, or caregiver status, in making employment-related decisions about an individual.

STRS Ohio is committed to ensuring access, inclusion, and reasonable accommodations across all its services, activities, programs, and employment opportunities in accordance with the Americans with Disabilities Act (ADA) and other applicable laws.

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Chief Investment Officer

43224 Columbus, Ohio FNBO

Posted 4 days ago

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Job Description

At FNBO, our employees are the heart of our story—and we’re committed to their success! Please see below the details of this career opportunity and how it fits into our organization’s success. Our Modern, Flexible Workplace We believe in a Modern, Flexible Workplace, and we are continuously exploring advancements in technology and office environments to make it easier to collaborate and connect with customers and coworkers. It is anticipated that an incumbent in this role will work onsite 100% of the time and will have a dedicated workspace. Work location is subject to change based on business needs. Summary Of The Job The Chief Investment Officer (CIO) will oversee FNBO’s investment strategy, portfolio management, and investment teams, ensuring alignment with the bank’s long-term vision. The CIO will lead investment operations, drive asset allocation decisions, oversee risk management, and provide strategic direction for the investment platforms across wealth management. This executive leader will drive the wealth management business's long-term growth by delivering superior investment performance, optimizing risk-adjusted returns, and developing innovative client solutions. The ideal candidate will ensure strict adherence to regulatory requirements and FNBO's governance framework while fostering a culture of excellence and strategic vision. About This Role Investment Strategy & Leadership Develop and execute FNBO’s investment strategy, balancing risk and return objectives to maximize portfolio performance. Oversee asset allocation, investment risk management, and research initiatives to ensure best-in-class investment practices. Lead investment committees, including Asset Allocation, Mutual Fund, Investment Committees and participate in additional committees as appropriate. Provide investment guidance to institutional, high-net-worth, and individual clients. Monitor macroeconomic trends and market cycles to adjust FNBO’s investment policies proactively. Portfolio & Risk Management Ensure robust risk management frameworks are in place, aligning investment strategies with FNBO’s financial stability. Collaborate with key partners to identify trends and implement data driven mitigation strategies. Establish and track performance metrics, financial modeling, and reporting to drive informed decision-making. Leadership & People Management Lead a high-performing investment team, fostering a culture of accountability, innovation, and strategic thinking. Attract, develop, and retain top investment talent while ensuring strong succession planning. Set clear performance expectations, provide ongoing feedback, and drive a results-oriented investment culture. Serve as a visionary leader and strategic collaborator cultivating cross functional partnerships Client & Community Engagement Act as FNBO’s public-facing investment expert, providing thought leadership through market insights, media commentary, and client presentations. Represent FNBO at industry events, client meetings, and community forums to strengthen relationships and drive business growth. Develop strategic partnerships with institutional investors, financial institutions, and asset managers to enhance FNBO’s investment offerings. Governance & Compliance Ensure all investment policies align with regulatory and fiduciary requirements, including OCC, SEC, and other governing bodies. Lead investment policy development and oversee adherence to FNBO’s corporate governance and compliance frameworks. Work cross-functionally with legal, compliance, and risk teams to uphold FNBO’s integrity and regulatory commitments. Qualifications & Experience The Ideal Candidate for This Role: Bachelor’s degree in Business Administration, Finance, Economics, or a related field (MBA preferred). CFA (Chartered Financial Analyst) designation required. 20+ years of experience in investment management, including 10+ years in a leadership role. Extensive expertise in portfolio management, asset allocation, and investment risk. Strong business acumen, communication skills, and executive leadership experience. Proven track record in developing and executing high-impact investment strategies. Compensation And Benefits Overview We offer a variety of benefits designed to keep you and your family physically and financially healthy. Not only do we offer a competitive salary and work-life balance, we offer benefits to match your needs: Medical, Dental, Vision Insurance 401k, With Matching Contributions Time Off Programs Health Savings Account (HSA)/Dependent Care Employee Banking Growth Opportunities Tuition Assistance Short-Term/Long-Term Disability Insurance Learn more about FNBO benefits here: To obtain compensation and benefit information related to this specific role, e-mail FNBO at To ensure you receive a response, include the number of this job (listed below) in the subject line of your message. Job number: R-20250748 Equal Opportunity & Belonging FNBO believes that the quality of our employee experience is at the heart of our customer experience. One key pillar of our intended employee experience is Belonging. Belonging means we are committed to fostering a workplace culture where employees of all backgrounds feel valued, recognized, and empowered to be their authentic selves—no matter their role or where they are in their journey. Learn more here. FNBO is an equal opportunity employer for all employees and applicants and makes employment decisions without regard to status or identity. Click here to download 'EEO is The Law' Self-Print Poster Click here to download 'EEO is The Law' Supplement for Federal Contractors Click here to download 'EEO is The Law' GINA Supplement FNBO is an Equal Opportunity/Affirmative Action/Veterans/Disability Employer - Member FDIC FNBO follows federal law regarding the use of marijuana (this applies to all non-California applicants) Application Deadline All our jobs will be posted for a minimum of 5 calendar days. Job postings may come down prior to 5 calendar days based on volume of applicants. #J-18808-Ljbffr

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Investment Policy Officer

43224 Columbus, Ohio STRS Ohio

Posted 10 days ago

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Job Description

Join to apply for the Investment Policy Officer role at STRS Ohio

Join to apply for the Investment Policy Officer role at STRS Ohio

STRS Ohio, STRS

The State Teachers Retirement System of Ohio (STRS Ohio) is seeking an Investment Policy Officer to join the Investment/Management. Nearly two-thirds of STRS Ohios investment assets are managed internally by more than 100 Investment Department professionals.

STRS Ohio, STRS

The State Teachers Retirement System of Ohio (STRS Ohio) is seeking an Investment Policy Officer to join the Investment/Management. Nearly two-thirds of STRS Ohios investment assets are managed internally by more than 100 Investment Department professionals.

Established in 1920 and serving Ohios educators, STRS Ohio is one of the nations premier retirement systems, serving over 500,000 active, inactive, and retired public-school teachers, and university faculty members, managing approximately $95.3 billion as of June 30, 2024, in assets and paying more than $ billion in benefits annually.

STRS Ohio provides a competitive pay, and a comprehensive benefits package including on-site parking, educational assistance, subsidized medical insurance, fully paid dental and life insurance, vacation and sick leave, retirement benefits and on-site fitness center. At STRS Ohio, you can experience rewarding work in a professional, business casual work environment. We welcome, celebrate, and promote respect for everyone. We are continually seeking bright and talented individuals to join our team.

Compensation

Competitive Pay

Work Schedule

8:00am-5:00pm Monday through Friday (On-site).

General Summary

Under the direction of the Senior Officer, Investment Policies, ensure the State Teachers Retirement System of Ohio (STRS Ohio) Investment Department is in conformity with all relevant rules, policies and legislation.

Summary Of Responsibilities

  • Monitor and facilitate understanding of the Investment Departments policies, guidelines and regulations on continuous basis, subject but not limited to: Staff Guidelines, Statement of Investment Objectives ad Policy (SIOP), Ohio Retirement Study Council (ORSC) requirements, Securities Exchange Commission (SEC) Filings and Ohio Revised Code (O.R.C) legislation.
  • Maintain Investment Department policies and implement review procedures.
  • Coordinate with STRS Ohio legal and compliance teams ensuring investment activities, processes and guidelines adhere to applicable laws, policies and regulations.
  • Complete and disseminate required regulatory disclosures, registrations, affirmations and representations.

The above list of duties is intended to describe the general nature and level of work performed by persons assigned to this classification. It is not to be construed as an exhaustive list of duties performed by the persons so classified, nor is it intended to limit or modify the right of any supervisor to assign, direct and control the work of associates under his/her supervision.

Summary Of Qualifications

  • Master's degree with an emphasis in business administration, finance, or a quantitatively oriented field preferred.
  • Seven to ten years of demonstrated experience in the field of business, finance, investment or accounting required.
  • Chartered Financial Analyst (CFA) charterholder strongly preferred.
  • Basic knowledge of compliance concepts, practices and procedures and experience in an investment-related field preferred.

Equal Employment Opportunity Employer Statement

State Teachers Retirement System of Ohio (STRS) is an Equal Employment Opportunity Employer and prohibits discrimination and harassment of applicants or employees on the basis of race, color, religion, gender, gender identity or expression, national origin (ancestry), military status, disability, age, genetic information, sexual orientation, or caregiver status, in making employment-related decisions about an individual.

ADA Statement

STRS Ohio is committed to ensuring access, inclusion, and reasonable accommodations across all its services, activities, programs, and employment opportunities in accordance with the Americans with Disabilities Act (ADA) and other applicable laws. Seniority level
  • Seniority level Mid-Senior level
Employment type
  • Employment type Full-time
Job function
  • Job function Other

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Managing Director, Investment Banking at Yellow Cardinal

Worthington, Ohio First Financial Bancorp

Posted 19 days ago

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Job Description

We do the right things, right now. We do them in a way that is relevant to our clients. Become a part of our history as it continues to be written!

If you are interested and qualified for this role, we invite you to apply.

The Managing Director, Yellow Cardinal Business Succession Services provides creative solutions, engages with clients, and develops high quality presentation materials. The Managing Director may lead and/or assist with structuring, negotiations, and transactional pipeline management.

Essential Functions/Responsibilities

  • Analyzes leads for possible business succession, M&A, and divestitures by performing profile analysis and financial modeling.
  • Creates client experience materials to assist on all pitch proposals and new engagements
  • Sources and identifies potential new clients and maintains customer relationship management pipeline
  • Builds quantitative analysis and modeling to assist in negotiating the terms of engagement letters including fee structures
  • Conducts due diligence activities related to ongoing pipeline projects
  • Other Duties as assigned.


Minimum Knowledge, Skills, and Abilities Needed to Perform Essential Functions of the Job
  • Bachelors degree; Masters preferred
  • 5+ years of Investment Banking/Wealth Management/Business Succession experience preferred.
  • In depth understanding of field's concepts and principles.
  • Strong financial/accounting background
  • Leadership skills with the ability to develop and mentor others
  • Ability to identify and seeks needed information/research skills
  • Mathematical skills
  • Ability to meet deadlines
  • High level communication skills with negotiating skills
Level of Complexity and Scope
  • Performs complex tasks and has some latitude for determining appropriate processes to follow.
Degree of Independence and Decision-Making
  • Uses subject matter expertise to make independent decisions and advise others.
  • Works with minimal supervision
Required Supervisory Responsibilities
  • May be asked to lead and/or direct the work of others
  • Provide leadership and mentorship as a subject matter expert
Physical Requirements
  • Long periods of desk/computer work
  • Standing, Seeing, Hearing, Speaking, Lifting, Driving
  • Travel as needed
  • Available to assist clients during non traditional working hours


Compliance Statement

The associate is responsible for meeting all compliance requirements imposed on First Financial Bank by State and Federal law and regulation, as well as all related First Financial Bank policies and procedures. This includes all Bank Secrecy Act, Anti-Money Laundering, OFAC and Suspicious Activity reporting requirements, as well as all other lending and deposit compliance requirements.

Benefits

We have relevant, thoughtful benefits and programs that support every aspect of our associates' holistic wellbeing. Please review our Benefits Guide.

Incentive Eligibility

All roles are incentive eligible with the exception of Co-Op, Intern, or Student positions.

It is our policy to not discriminate against any individual in violation of federal, state, and local laws as it relates to age, race, color, religion, national origin, sex, marital status, pregnancy, gender identity, disability, sexual orientation, genetic information, veteran/military service, or any other characteristic protected by law.

We are an E-Verify Employer.
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Analyst, Investment Accounting Operations

43201 Columbus, Ohio Lincoln Financial

Posted 12 days ago

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Job Description

**Alternate Locations:** Work from Home; Fort Wayne, IN (Indiana); Greensboro, NC (North Carolina); Omaha, NE (Nebraska); Radnor, PA (Pennsylvania)
**Work Arrangement:**
Remote : Work at home employee
**Relocation assistance:** is not available for this opportunity.
**Requisition #:** 74763
**The Role at a Glance**
The Analyst, Investment Accounting Operations will provide timely and accurate more complex investment data and investment accounting for the General Account Invested Assets on a Statutory, GAAP, Management and Tax basis. They will be responsible to perform more complex mortgage loan and limited partnership research, analysis, and proper accounting treatment of Lincoln Financial (LF) investment positions to support strategic investment operations and initiatives. They also enhance departmental capability by sharing knowledge with team members
**What you'll be doing**
+ Responsible for, analyzing, and reconciling more complex investment accounting transactions and ensures the integrity of accounting records for completeness, accuracy and compliance with accepted accounting policies and principles.
+ Builds mortgage loans and limited partnership accounting knowledge and expertise and navigates the organization through a variety of teams, systems, and external parties to assist in the execution of Lincoln's overall organizational goals.
+ Promotes and enhances organizational initiatives by positively influencing and supporting change management and/or departmental/enterprise initiatives within assigned area(s) of responsibility.
+ Completes quality assurance checks/audits on investment accounting transactions for his/her assigned area(s) of responsibility.
+ Resolves discrepancies and takes actions on matters and inquires on General Account Invested Assets from portfolio management and multiple asset managers.
+ Manages and monitors working relationships with third-party vendors and managed service providers
+ Assists with developing more complex control processes to ensure effective procedures are in place to support internal controls, SOX and accepted accounting policies and principles
+ Identifies investment accounting trends, issues and/or concerns and develops and recommends mitigation plans to management.
+ Manages the relationships with internal/external auditors for his/her assigned area(s) of responsibility and ensures more complex identified issues are resolved in a collaborative effort.
+ Collaborates effectively with applicable key stakeholders across the enterprise to facilitate the accurate and timely completion of the investment accounting process for his/her assigned area(s) of responsibility.
+ Maintains knowledge on current and emerging developments/trends for assigned area(s) of responsibility, assesses the impact, and collaborates with management to incorporate new trends and developments in current and future solutions.
+ Performs and delivers on routine assignments/projects while simultaneously leveraging and applying knowledge of their assigned area(s) of responsibility.
+ Prepares & communicates concise & focused technical financial documents, presentations, and communications (memos, fact sheets,) which direct the reader to salient points for a wide range of technical and non-technical audiences.
+ Provides accounting information on mortgage loans and limited partnerships for existing and developing investment strategies for compliance with accounting/reporting regulations to appropriate key stakeholders and investment accounting team members.
+ Provides proper investment accounting treatment of General Account Invested Assets under applicable Statutory, GAAP, Management and Tax basis.
+ Provides technical research on new and existing general account investments
+ Supports an effective function for his/her assigned area(s) by identifying risks; researching technical investment accounting issues; and gathering all necessary information.
**What we're looking for**
_Must-Haves_
+ 3-5+ Years experience in finance that is directly aligned to the specific responsibilities for this role
+ Bachelor's degree or equivalent work experience
+ Effective verbal and written communication skills
+ Analytical skills and close attention to detail is necessary
+ Ability to adapt quickly in a changing work environment
+ Proficiency with Microsoft Office Suite, especially with Excel functions and visualization tools.
**Application Deadline**
Applications for this position will be accepted through July, 31, 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 $69,000 - $124,600 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.
Follow us on Facebook ( , X ( , LinkedIn ( , Instagram ( , and YouTube ( . For the latest company news, visit our newsroom ( .
**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 .
This Employer Participates in E-Verify. See the E-Verify ( notices.
Este Empleador Participa en E-Verify. Ver el E-Verify ( avisos.
Lincoln Financial Group ("LFG") 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 (including pregnancy), age, national origin, disability, sexual orientation, gender identity and expression, veterans status, or genetic information. Opportunities throughout LFG are available to employees and applicants and are evaluated on the basis of job qualifications. We have a drug free work environment and we perform pre-employment substance abuse testing.
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Chief Investment Officer (Columbus)

43212 Columbus, Ohio FNBO

Posted 2 days ago

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Job Description

full time

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At FNBO, our employees are the heart of our story—and we’re committed to their success! Please see below the details of this career opportunity and how it fits into our organization’s success.

Our Modern, Flexible Workplace

We believe in a Modern, Flexible Workplace, and we are continuously exploring advancements in technology and office environments to make it easier to collaborate and connect with customers and coworkers.

It is anticipated that an incumbent in this role will work onsite 100% of the time and will have a dedicated workspace. Work location is subject to change based on business needs.

Summary Of The Job

The Chief Investment Officer (CIO) will oversee FNBO’s investment strategy, portfolio management, and investment teams, ensuring alignment with the bank’s long-term vision. The CIO will lead investment operations, drive asset allocation decisions, oversee risk management, and provide strategic direction for the investment platforms across wealth management.

This executive leader will drive the wealth management business's long-term growth by delivering superior investment performance, optimizing risk-adjusted returns, and developing innovative client solutions. The ideal candidate will ensure strict adherence to regulatory requirements and FNBO's governance framework while fostering a culture of excellence and strategic vision.

About This Role

Investment Strategy & Leadership

  • Develop and execute FNBO’s investment strategy, balancing risk and return objectives to maximize portfolio performance.
  • Oversee asset allocation, investment risk management, and research initiatives to ensure best-in-class investment practices.
  • Lead investment committees, including Asset Allocation, Mutual Fund, Investment Committees and participate in additional committees as appropriate.
  • Provide investment guidance to institutional, high-net-worth, and individual clients.
  • Monitor macroeconomic trends and market cycles to adjust FNBO’s investment policies proactively.

Portfolio & Risk Management

  • Ensure robust risk management frameworks are in place, aligning investment strategies with FNBO’s financial stability.
  • Collaborate with key partners to identify trends and implement data driven mitigation strategies.
  • Establish and track performance metrics, financial modeling, and reporting to drive informed decision-making.

Leadership & People Management

  • Lead a high-performing investment team, fostering a culture of accountability, innovation, and strategic thinking.
  • Attract, develop, and retain top investment talent while ensuring strong succession planning.
  • Set clear performance expectations, provide ongoing feedback, and drive a results-oriented investment culture.
  • Serve as a visionary leader and strategic collaborator cultivating cross functional partnerships

Client & Community Engagement

  • Act as FNBO’s public-facing investment expert, providing thought leadership through market insights, media commentary, and client presentations.
  • Represent FNBO at industry events, client meetings, and community forums to strengthen relationships and drive business growth.
  • Develop strategic partnerships with institutional investors, financial institutions, and asset managers to enhance FNBO’s investment offerings.

Governance & Compliance

  • Ensure all investment policies align with regulatory and fiduciary requirements, including OCC, SEC, and other governing bodies.
  • Lead investment policy development and oversee adherence to FNBO’s corporate governance and compliance frameworks.
  • Work cross-functionally with legal, compliance, and risk teams to uphold FNBO’s integrity and regulatory commitments.

Qualifications & Experience

The Ideal Candidate for This Role:

  • Bachelor’s degree in Business Administration, Finance, Economics, or a related field (MBA preferred).
  • CFA (Chartered Financial Analyst) designation required.
  • 20+ years of experience in investment management, including 10+ years in a leadership role.
  • Extensive expertise in portfolio management, asset allocation, and investment risk.
  • Strong business acumen, communication skills, and executive leadership experience.
  • Proven track record in developing and executing high-impact investment strategies.

Available locations for role: FNBO Footprint: Omaha, NE; Kansas City, KS, Minneapolis, MN; Denver, CO markets.

Base Pay Range $225,000-$50,000

Compensation And Benefits Overview

We offer a variety of benefits designed to keep you and your family physically and financially healthy. Not only do we offer a competitive salary and work-life balance, we offer benefits to match your needs:

  • Medical, Dental, Vision Insurance
  • 401k, With Matching Contributions
  • Time Off Programs
  • Health Savings Account (HSA)/Dependent Care
  • Employee Banking
  • Growth Opportunities
  • Tuition Assistance
  • Short-Term/Long-Term Disability Insurance

Learn more about FNBO benefits here: obtain compensation and benefit information related to this specific role, e-mail FNBO at To ensure you receive a response, include the number of this job (listed below) in the subject line of your message.

Job number: R-20250748

Equal Opportunity & Belonging

FNBO believes that the quality of our employee experience is at the heart of our customer experience. One key pillar of our intended employee experience is Belonging. Belonging means we are committed to fostering a workplace culture where employees of all backgrounds feel valued, recognized, and empowered to be their authentic selves—no matter their role or where they are in their journey.

Learn more here.

FNBO is an equal opportunity employer for all employees and applicants and makes employment decisions without regard to status or identity.

Click here to download 'EEO is The Law' Self-Print Poster

Click here to download 'EEO is The Law' Supplement for Federal Contractors

Click here to download 'EEO is The Law' GINA Supplement

FNBO is an Equal Opportunity/Affirmative Action/Veterans/Disability Employer - Member FDIC

FNBO follows federal law regarding the use of marijuana (this applies to all non-California applicants)

Application Deadline

All our jobs will be posted for a minimum of 5 calendar days. Job postings may come down prior to 5 calendar days based on volume of applicants.

Seniority level
  • Seniority level Executive
Employment type
  • Employment type Full-time
Job function
  • Job function Finance and Sales
  • Industries Banking

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Sr Consultant, Investment Risk Analytics

43224 Columbus, Ohio Nationwide

Posted today

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Job Description

Finance Department Team Member Opportunity

As a team member in the Finance department at Nationwide, the opportunities are endless! You can grow and learn in diverse areas across many disciplines such as Advanced Analytics, Investments, Actuarial, Accounting, Risk Management, Critical Business Advisor, Internal Audit, and so much more. Let Nationwide help create your career journey! At Nationwide, "on your side" goes beyond just words. Our customers are at the center of everything we do and we're looking for associates who are passionate about delivering extraordinary care.

This role does not qualify for employer-sponsored work authorization. Nationwide does not participate in the Stem OPT Extension program.

Internal Compensation Grade: H5 Location: This position can be filled as Hybrid 3 days a week in Columbus, OH

Key Responsibilities:

  • Develop new and enhance current risk models and applications for Nationwide's investment portfolios that include Fixed Income, Equity, Alternatives, and Derivatives
  • Develop quantitative analytics and signals using advanced statistical, quantitative, or econometric techniques to enhance portfolio risk management and optimize portfolio construction
  • Assist in implementation and delivery of analytics to different areas of risk and investments
  • Perform advanced quantitative analyses and model development, proactively identify emerging risks, and develop tools & applications to enhance the investment and risk management process
  • Research the best industry practice in risk management and portfolio management, develop insightful risk analytics, and formulate potential hedging recommendations
  • Keep abreast of current financial markets, macro events, industry trends, trading activity, and regulatory developments; connect them to the potential impact on portfolio risks
  • Conduct scenario analysis/Stress Test/Cycle Analysis/Factor Analysis/Performance Attribution to provide insights on portfolio risks/returns, asset allocation, and sector allocation
  • Experience: 5 years+ of investment/risk management/quantitative modeling experience. Graduate work may be substituted for work experience as appropriate.

Knowledge, Abilities and Skills:

  • Strong knowledge and understanding of fixed income, investments, and risk analytics
  • A self-starter with ability to get things done independently in a team environment.
  • Proven analytical, mathematical, and problem-solving skills
  • Strong programming skills including Python, Spark, SQL, or similar programming languages
  • Demonstrated expertise in data engineering, with hands-on experience using tools such as Databricks, Azure, or AWS to design, build, and optimize scalable data pipelines and workflows.
  • CFA, FRM, or other similar professional designation desired
  • Strong ability to manipulate and work with large datasets
  • Excellent interpersonal and communication skills with the ability to explain complex issues in a concise and understandable manner
  • Curious and passionate about investments, quantitative finance, and risk management
  • Strong teamwork skills are essential, great attention to detail, and ability to multi-task

Job Description Summary: Do you have the desire to play a critical role in driving data-based business outcomes? Nationwide has been using data to serve our members and drive business outcomes for almost 100 years. Our industry-leading workforce accepts an agile work environment and a collaborative culture to deliver outstanding solutions and results. Our Risk Analytics professionals play a key role in transforming quantitative data analysis into meaningful insights that drive business results. Specifically, they serve as the conduit joining quantitative risk analysts to business partners. As a Senior Consultant, you'll be responsible for the creation and management of risk analytics projects to solve business problems and objectives. You'll work strategically and consultatively with business partners across the organization to match quantitative analysis with business needs. We'll count on you to be the key point of contact, linking business to technical research. It's imperative that you have both a confirmed understanding of quantitative analytics and that you are able to expertly articulate solutions to many levels of leadership.

Key Responsibilities:

  • Understands and assesses key business needs. Proactively owns the strategic development of appropriate quantitative modeling solutions.
  • Collaborates with organizational departments or business functions to accomplish strategic goals, objectives, and initiatives.
  • Builds risk analytic strategies for business problems through collaborating, consulting and driving expectations.
  • Leads in the understanding and analysis of models across the enterprise to ensure that model assumptions, processes and outputs are well understood and that modeling standard methodologies are upheld.
  • Crafts clear and concise summaries of findings and recommendations. Uses impactful storylines and data visualization geared to both technical and non-technical audiences.
  • Drives business value through crafting and communicating strategic business solutions to leaders.
  • Leads all aspects of development, testing, implementation and administration of quantitative modeling processes and tools.
  • Evaluates and ranks quantitative solutions to business problems.
  • Leads communication of the key benefits and limitations of sophisticated modeling tools for business applications.
  • Leads governance of modeling tools and ensures they are applied consistently.

May perform other responsibilities as assigned.

Reporting Relationships: Reports to Risk/Actuarial leader.

Typical Skills and Experiences:

Education: Undergraduate studies in finance, accounting, economics, statistics, mathematics or related subject area required. Graduate-level studies in a related field with advanced degree highly desirable.

License/Certification/Designation: Progress toward FCAS, FSA, CQF, CFA or similar preferred.

Experience: Typically, seven or more years of related work experience in financial risk modeling or actuarial functions.

Knowledge, Abilities and Skills: Proven knowledge of processes and functions spanning the insurance and risk management cycle. Understands machine learning, stochastic processes, Monte Carlo simulations, sampling methods and other statistical techniques applicable to specialized risk modeling. Confirmed mathematical knowledge of specialized risk models such as those used in hedging, economic scenario generation, catastrophe, credit risk, etc. Advanced understanding of risk management operations such as asset-liability management, portfolio risk assessment, hedging, etc. Sophisticated communication and presentation skills. Advanced proficiency with Excel and Powerpoint.

Other criteria, including leadership skills, competencies and experiences may take precedence.

Staffing exceptions to the above must be approved by the hiring manager's leader and HR Business Partner.

Values: Regularly and consistently demonstrates Nationwide Values.

Job Conditions:

Overtime Eligibility: Not Eligible (Exempt)

Working Conditions: Normal office environment.

ADA: The above statements cover what are generally believed to be principal and essential functions of this job. Specific circumstances may allow or require some people assigned to the job to perform a somewhat different combination of duties.

Benefits: We have an array of benefits to fit your needs, including: medical/dental/vision, life insurance, short and long term disability coverage, paid time off with newly hired associates receiving a minimum of 18 days paid time off each full calendar year pro-rated quarterly based on hire date, nine paid holidays, 8 hours of Lifetime paid time off, 8 hours of Unity Day paid time off, 401(k) with company match, company-paid pension plan, business casual attire, and more. To learn more about the benefits we offer, click here.

Nationwide is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive culture where everyone feels challenged, appreciated, respected and engaged. Nationwide prohibits discrimination and harassment and affords equal employment opportunities to employees and applicants without regard to any characteristic (or classification) protected by applicable law.

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Manager, Industry Solutions, Investment Management

43201 Columbus, Ohio Deloitte

Posted 1 day ago

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Job Description

Manager, Industry Solutions, Investment Management, Aladdin
What we do
Join our AI & Engineering team in transforming technology platforms, driving innovation, and helping make a significant impact on our clients' success. You'll work alongside talented professionals reimagining and re-engineering operations and processes that are critical to businesses. Your contributions can help clients improve financial performance, accelerate new digital ventures, and fuel growth through innovation.
AI & Engineering leverages cutting-edge engineering capabilities to build, deploy, and operate integrated/verticalized sector solutions in software, data, AI, network, and hybrid cloud infrastructure. These solutions are powered by engineering for business advantage, transforming mission-critical operations. We enable clients to stay ahead with the latest advancements by transforming engineering teams and modernizing technology & data platforms. Our delivery models are tailored to meet each client's unique requirements.
Our Industry Solutions offering provides verticalized solutions that transform how clients sell products, deliver services, generate growth, and execute mission-critical operations. We deliver integrated business expertise with scalable, repeatable technology solutions specifically engineered for each sector.
Who we serve
Deloitte works with clients to address a range of critical issues brought on by regulatory changes, competition, globalization, advances in technology, and the changing demands of their customers. Our clients include asset, wealth, and investment advisers and administrators from every sector of the industry, including investment managers, broker-dealers, banks, insurance companies, mutual funds, hedge funds, private equity, alternative products, and other money managers.
Candidate profile
You will lead and deliver small engagements, or components of large, complex engagements for financial services clients. Typical engagements include process improvement, operating model design, competitor benchmarking, cost transformation, customer and product innovation, and growth strategy development. Using a combination of direct management and hands-on delivery, you will craft solutions for clients, guide and oversee the quality of your team's deliverables and recommendations and manage day-to-day stakeholder relationships. Managers will contribute to Deloitte's thought leadership, play a significant role in business development activities, and own responsibility for the development of junior staff.
Required Qualifications
+ Bachelor's Degree
+ 8+ years relevant consulting and/or investment management experience
+ 8+ years of experience in translating requirements into optimized designs, and identifying design alternatives and implications on functionality, effort, performance and operations
+ 8+ years of experience leading smaller engagements or components of large, complex strategy and/or operations transformation engagements
+ 8+ years of experience identifying client business issues, owning responsibility for the quality of deliverables, managing stakeholder relationships, and developing persuasive recommendations
+ 6+ years of experience collaborating with financial services industry senior executives, and comfort delivering presentations to management.
+ 4+ years of experience implementing and working with the Aladdin platform
+ Travel up to 50%, based on the work you do and the clients and industries/sectors you serve
+ Limited immigration sponsorship available
Information for applications with a need for accommodation
Qualifications
+ 4+ years of experience working in the Aladdin sector.
+ Experience with various phases of the implementation lifecycle, from system selection to implementation sequencing and planning, project management, application & technical design, interface& data conversion, application build, environment management, testing, go live planning, etc.
The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $144,600 to $241,000.
You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law.
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Analyst, Investment Accounting Trade Operations

43201 Columbus, Ohio Lincoln Financial

Posted 12 days ago

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Job Description

**Alternate Locations:** Work from Home; Fort Wayne, IN (Indiana); Greensboro, NC (North Carolina); Omaha, NE (Nebraska); Radnor, PA (Pennsylvania)
**Work Arrangement:**
Remote : Work at home employee
**Relocation assistance:** is not available for this opportunity.
**Requisition #:** 74762
**The Role at a Glance**
The Analyst, Investment Accounting Trade Operations will provide timely and accurate more complex investment data and investment accounting for the General Account Invested Assets on a Statutory, GAAP, Management and Tax basis. They will be responsible to perform more complex securities research, analysis, and proper accounting treatment of Lincoln Financial (LF) investment positions to support strategic investment operations and initiatives. They also enhance departmental capability by sharing knowledge with team members.
**What you'll be doing**
+ Responsible for, analyzing, and reconciling more complex investment accounting transactions and ensures the integrity of accounting records for completeness, accuracy and compliance with accepted accounting policies and principles.
+ Serves as a technical resource to internal and external clients on the security data information held in the accounting system and investment data hub database for General Account Invested Assets.
+ Responsible for escalating discrepancies and taking actions on matters and inquires on General Account Invested Assets from an oversight role of external service providers.
+ Support strategic asset realignment across General Account portfolios on service provider managed accounting systems and across multiple custodians.
+ Collaborates with multiple external managers, accounting service providers, and custodians to identify and resolve position breaks proactively utilizing excel based reconciliation methods.
+ Completes quality assurance checks/audits on investment accounting transactions for his/her assigned area(s) of responsibility.
+ Manages and monitors working relationships with third-party vendors and managed service providers
+ Assists with developing more complex control processes to ensure effective procedures are in place to support internal controls, SOX and accepted accounting policies and principlesIdentifies investment accounting trends, issues and/or concerns and develops and recommends mitigation plans to management.
+ Manages the relationships with internal/external auditors for his/her assigned area(s) of responsibility and ensures more complex identified issues are resolved in a collaborative
+ Collaborates effectively with applicable key stakeholders across the enterprise to facilitate the accurate and timely completion of the investment accounting process for his/her assigned area(s) of responsibility.
+ Maintains knowledge on current and emerging developments/trends for assigned area(s) of responsibility, assesses the impact, and collaborates with management to incorporate new trends and developments in current and future solutions.
+ Performs and delivers on routine assignments/projects while simultaneously leveraging and applying knowledge of their assigned area(s) of responsibility.
+ Promotes and enhances organizational initiatives by positively influencing and supporting change management and/or departmental/enterprise initiatives within assigned area(s) of responsibility.
+ Provides proper investment accounting treatment of General Account Invested Assets under applicable Statutory, GAAP, Management and Tax basis.
+ Supports an effective function for his/her assigned area(s) by identifying risks; researching technical investment accounting issues; and gathering all necessary information.
+ Contributes to the development of processes and procedures to ensure compliance with internal/external controls and requirements, SOX, and enterprise policies.
+ Provides technical research on new and existing general account investments and implements oversight controls for service providers.
**What we're looking for**
_Must-Haves_
+ 3-5+ Years experience in finance that is directly aligned to the specific responsibilities for this role
+ Bachelor's degree or equivalent work experience
+ Effective verbal and written communication skills
+ Analytical skills and close attention to detail is necessary
+ Strategic thinker who can adapt quickly to changing priorities and persevere through challenges
+ Demonstrates project management leadership skills including, critical ability to coordinate and balance multiple projects in a time-sensitive environment, under pressure, and meeting deadlines.
+ Proficiency with Microsoft Office Suite, especially with Excel functions and visualization tools.
**Application Deadline**
Applications for this position will be accepted through July, 31, 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 $69,000 - $124,600 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.
Follow us on Facebook ( , X ( , LinkedIn ( , Instagram ( , and YouTube ( . For the latest company news, visit our newsroom ( .
**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 .
This Employer Participates in E-Verify. See the E-Verify ( notices.
Este Empleador Participa en E-Verify. Ver el E-Verify ( avisos.
Lincoln Financial Group ("LFG") 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 (including pregnancy), age, national origin, disability, sexual orientation, gender identity and expression, veterans status, or genetic information. Opportunities throughout LFG are available to employees and applicants and are evaluated on the basis of job qualifications. We have a drug free work environment and we perform pre-employment substance abuse testing.
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