Lincoln Investment · 1 day ago
Vice President, Field Development
Fort Washington, PA
Full-time
Hybrid
Senior Level, Lead/Staff
10+ years expLincoln Investment is an independent broker dealer and registered investment advisor recognized as one of Philadelphia's Top Workplaces. The VP of Field Development is responsible for driving advisor growth through recruiting, onboarding, and internal advisor development, ensuring new advisors achieve sustainable productivity aligned with the company's strategic goals.
Insurance
Hiring Manager
Nicole Criswell, PHR
Responsibilities
Oversee internal and third-party recruiting strategies to source high-quality financial advisors aligned with Lincoln’s dual-market focus (wealth management and public education)
Partner with RVPs and Marketing to develop campaigns and events that attract advisors with strong fee-based and planning capabilities
Establish recruiting scorecards tracking verified T-12, AUM, pipeline velocity, and conversion ratios
Lead all onboarding and transition operations to ensure a seamless experience for new advisors
Coordinate across Compliance, Operations, and Marketing to shorten time-to-first-trade and accelerate integration onto Lincoln’s IM&R platform
Measure and report onboarding efficiency and recruiting results weekly to Chief Business Development Officer
Manage and mentor the Internal Sales Associate (ISA) team to achieve growth targets within assigned books of business and house accounts
Implement training, sales coaching, and certification pathways to elevate ISA productivity and readiness for advisor-level roles
Align compensation and metrics to verified production growth, client retention, and cross-sell success
Partner with Regional Vice Presidents to identify advisor gaps, succession opportunities, and regional recruiting priorities
Contribute to national sales meetings and leadership councils to promote best practices in growth and development
Establish standardized reporting that integrates recruiting, onboarding, and advisor performance data into the firm’s enterprise sales dashboards
Ensure data integrity and transparency; eliminate reliance on self-reported or anecdotal metrics
Qualification
Required
Minimum 10 years of sales experience and supervisory experience of investment operations
Minimum 10 years of financial services industry experience, ideally leading financial professionals
Experience with a modern CRM (Salesforce preferred)
Thorough knowledge of Microsoft Office suite tools
Customer service, financial professional and Executive interaction experience
Proven track record of success in recruiting top-tier financial advisors and building high-performing teams
Deep understanding of the financial services industry, including knowledge of products, services, regulations, and market trends
Strong leadership and management skills, with the ability to motivate and inspire team members
Excellent communication and interpersonal skills, with the ability to build rapport and influence candidates and stakeholders at all levels
Demonstrated ability to think strategically, solve complex problems, and drive results in a fast-paced, dynamic environment
Highly organized and detail-oriented, with the ability to manage multiple priorities, budgets and deadlines effectively
Bachelor's degree in a related field of equivalent combination of education and experience
Series 7
Series 63 and 65 OR Series 66
Preferred
Series 24 (preferred, not required)
CFP, CLU, ChFC designation 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
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