Lincoln Investment · 2 days ago
Director Digital Solutions
Lincoln Investment, 601 Office Center Drive, Fort Washington, Pennsylvania, United States of America
Full-time
Onsite
Senior Level, Lead/Staff
10+ years expLincoln Investment, recognized as one of Philadelphia's Top Workplaces, is an independent broker dealer and registered investment advisor. The Director of Digital Solutions will lead the strategy, design, and delivery of digital platforms that enhance the experience for advisors, clients, and employees, ensuring technology solutions align with business outcomes.
Insurance
Responsibilities
Define the digital solutions strategy and roadmap in partnership with business stakeholders, aligning with enterprise goals
Translate advisor/client journeys into actionable digital initiatives with clear outcomes
Lead product management across advisor and client-facing digital platforms (e.g., advisor portal, mobile/web apps, onboarding solutions)
Drive continuous iteration of digital platforms based on feedback, analytics, and adoption data
Identify and evaluate emerging technologies (AI copilots, personalization, digital collaboration tools) that create value for advisors and clients
Pilot and scale innovative digital capabilities that enhance competitiveness and efficiency
Champion user-centric design, working with UX/UI teams to ensure intuitive, accessible digital experiences
Partner with business leaders to drive adoption, change management, and training
Collaborate with Engineering, Architecture, Data, Infrastructure, and Cybersecurity to ensure digital platforms are secure, scalable, and integrated
Partner with Digital Workplace to align employee productivity tools with advisor and client digital experiences
Define and track KPIs for digital adoption, satisfaction (NPS, CSAT), and business outcomes
Regularly report progress and outcomes to the CIO, ELT, and Board as required
Build and lead a high-performing team of product managers, digital analysts, and innovation leads
Develop talent with a strong focus on product thinking and digital strategy capabilities
Qualification
Required
Bachelor's degree in Business, Computer Science, Digital Media, or related field (Master's preferred)
10+ years of experience in digital strategy, product management, or technology delivery, with at least 5 years in a leadership role
Proven success in leading digital transformation initiatives in financial services or a similarly regulated environment
Strong knowledge of modern product management practices, UX design, and agile methodologies
Demonstrated ability to collaborate across business and technology towers
Excellent communication skills, with experience presenting digital initiatives to executive and board-level audiences
Strong leadership, influencing, and talent development skills
Preferred
Experience with advisors or client-facing digital platforms is strongly preferred
Benefits
Competitive compensation and benefits package
Company
Lincoln Investment
As a full-service broker-dealer and registered investment adviser, Lincoln Investment knows that there are many destinations along your life’s journey that require financial security.
201-500 employees
H1B Sponsorship
Lincoln Investment has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2020 (1)
Funding
Current Stage
Growth StageTotal Funding
unknownKey Investors
Lovell Minnick Partners
2010-01-29Private Equity
Leadership Team
Diane McCarthy
Chief Financial Officer
Kevin O'Leary
Executive Vice President, Chief Growth Officer
Recent News
2025-06-12
Company data provided by crunchbase