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AVP and Senior Counsel, Annuities

Lincoln Financial
Posted Nov 30
Full TimeRemoteRadnor, Pennsylvania
Alternate Locations: Atlanta, GA (Georgia); Boston, MA (Massachusetts); Dover, NH (New Hampshire); Fort Wayne, IN (Indiana); Greensboro, NC (North Carolina); Hartford, CT (Connecticut); Omaha, NE (Nebraska); Radnor, PA (Pennsylvania)

Work Arrangement: Hybrid/Home

Relocation assistance: is not available for this opportunity.

Requisition #: 68003

The Role at a Glance
We’re excited to bring on an AVP and Senior Counsel, Annuities.
This position provides legal counsel and support relating to annuity insurance product development and maintenance, state and federal filings for the annuities business units of Lincoln, and matters relating to annuities service operations. This role will be responsible for providing advice and counsel on product development and service operations activity related to variable annuities, registered index-linked annuities, fixed indexed annuities, fixed annuities, and various riders and features including annuity living benefit riders.
What you'll be doing:
  • Provides legal counsel and services primarily to management for the annuities business on legal problems of a difficult and highly complex nature, including emphasis on establishing policies that minimize legal risk.
  • Provides legal review, advice, drafting, and negotiation assistance for a range of business contracts, including customer master services agreements, administrative services agreements for annuities administration, nondisclosure agreements, information security / data protection agreements, benefits technology and vendor agreements, and other contracts with third parties, and coordinates and collaborates with other departments.
  • Advises on the development and maintenance of registration statements Lincoln’s variable annuity products. Drafts prospectuses, annuity contracts, and other disclosure documents.
  • Maintains knowledge on current and emerging developments/trends in financial services and insurance products, assesses the impact, and collaborates with senior management to incorporate new trends and developments in current and future strategies.
  • Provides legal advice regarding compliance with applicable state and federal securities laws, insurance and self-regulatory organizations rules and laws for variable annuities.
  • Provides advice on SEC exams and state market conduct examinations.
  • Ensures compliance with laws and regulations.
  • Directs outside counsel on various matters.
What we're looking for:
Must- have experience:
  • 10+ years’ experience with corporate legal department focused on financial services or insurance
  • 4-year bachelor’s degree.
  • Graduate degree or equivalent work experience (6 years of experience in lieu of Graduate) in J.D. from an American Bar Association approved school and a member of a state Bar in good standing is required. (Minimum Required)
  • Experience with the Federal Securities Laws including the Investment Company Act of 1940 and the Securities Act of 1933 preferred.
What’s it like to work here?
At Lincoln Financial Group, 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:
  • A clearly defined career framework to help you successfully manage your career
  • 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
  • A leadership team that prioritizes your health and well-being; offering a remote work environment and flexible work hybrid situations
  • Effective productivity/technology tools and training

Work Arrangement
Hybrid/Home : Employees will work from home generally three days each week and come into a Lincoln office on a schedule their manager will help set, following any applicable in-office training period determined by their manager.

About The Company
Lincoln Financial Group, a Fortune 200 company with over 10,000 employees, provides advice and solutions that help empower Americans to take charge of their financial lives with confidence. Our core business areas — Life Insurance, Annuities, Retirement Plan Services and Group Protection — focus on supporting, preserving and enhancing over 17 million customer’s lifestyles and retirement outcomes.

Headquartered in Radnor, Pennsylvania, Lincoln Financial Group is the marketing name for Lincoln National Corporation (NYSE: LNC) and its affiliates. The company had $324 billion in end-of-period account values as of June 30, 2021.

Ranked one of the Best Large Employers in America and Best Employers for Women by Forbes magazine as well as one of Newsweek’s Most Responsible Companies, Lincoln Financial Group makes a serious investment in our employees’ futures through a broad range of wealth accumulation and protection plans, health and wellness programs, and career development resources designed to help each individual reach their personal and professional goals.

Lincoln is committed to creating a diverse and 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.

Lincoln Financial Group is a committed corporate citizen included on major sustainability indices including the Dow Jones Sustainability Index North America and FTSE4Good. Dedicated to diversity and inclusion, we earned perfect 100 percent scores on the Corporate Equality Index and the Disability Equality Index. Follow us on Facebook, Twitter, LinkedIn, and Instagram. Sign up for email alerts at http://newsroom.lfg.com

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 fraudhotline@lfg.com 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/candidate profiles submitted through our web site or to personal e-mail accounts of employees of Lincoln Financial Group are considered property of Lincoln Financial Group and are not subject to payment of agency fees.

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, Veteran status, or genetic information. 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 260-455-2558.

This Employer Participates in E-Verify. See the E-Verify notices.
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Nearest Major Market: Philadelphia

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