Vice President, HR​/Recruitment

Lincoln Investment is a leading independent broker dealer and registered investment advisor serving over 310,000 clients and managing more than $60 billion in assets.

The Vice President, Advisor Growth Strategy is responsible for designing, leading, and executing the firm’s advisor growth strategy. This executive leader oversees all aspects of advisor acquisition, including third‑party recruiter relationships, internal recruiting resources, advisor referral programs, regional vice president recruiting partnerships, and recruiting analytics.

In addition, the leader partners across the organization to ensure Lincoln delivers an exceptional advisor onboarding and transition experience that supports recruiting success, advisor satisfaction, and long‑term growth.

Candidate must create scalable processes and strategies that enhance advisor acquisition, improve conversion rates, accelerate advisor productivity, and strengthen Lincoln’s position as a destination firm for both wealth management and retirement‑focused advisors.

• Advisor Growth & Recruiting Strategy
  • Develop and execute a comprehensive advisor growth strategy aligned with enterprise objectives.
  • Establish annual recruiting goals for advisor headcount, transferable revenue, advisory assets, and strategic market opportunities.
  • Create and manage a disciplined advisor acquisition process from prospect identification through appointment and successful integration.
  • Develop recruiting initiatives targeting experienced independent advisors, breakaway advisors, employee advisors, and strategic branch opportunities.
  • Build advisor acquisition strategies across both wealth management and public education markets.
  • Identify new channels and opportunities to drive sustainable advisor growth.
• Third‑Party Recruiter Management
  • Lead all relationships with external recruiting firms and strategic recruiting partners.
  • Establish recruiter segmentation, performance expectations, and accountability measures.
  • Evaluate recruiter productivity, conversion rates, and quality of candidates.
  • Negotiate recruiting agreements and compensation structures.
  • Ensure recruiting partners are aligned with Lincoln’s growth objectives and candidate standards.
• Internal Recruiting Leadership
  • Lead and develop internal recruiting personnel.
  • Establish activity expectations, pipeline management standards, and performance metrics.
  • Implement best practices for sourcing, qualification, candidate engagement, and conversion.
  • Develop scalable recruiting processes that improve efficiency and effectiveness.
• Regional Vice President Recruiting Partnership
  • Create a recruiting operating model that defines the partnership between RVPs and recruiting resources.
  • Establish accountability and collaboration standards across the field leadership organization.
  • Provide recruiting coaching, tools, and support to Regional Vice Presidents.
  • Facilitate pipeline reviews and recruiting strategy discussions with field leadership.
  • Ensure recruiting efforts remain aligned with territory growth objectives.
• Advisor Referral Program Development
  • Design and manage advisor referral initiatives.
  • Increase advisor participation in recruiting efforts.
  • Develop recognition and incentive programs that encourage advisor introductions and referrals.
  • Measure referral effectiveness and advisor engagement.
  • Establish advisor referrals as a meaningful source of future growth.
• Advisor Onboarding & Growth Experience
  • Partner with internal stakeholders to evaluate and enhance the advisor onboarding and transition experience.
  • Help create a differentiated advisor journey that supports recruiting success and advisor satisfaction.
  • Identify opportunities to improve communication, coordination, and transparency throughout the transition process.
  • Collaborate with the Onboarding & Transitions team to streamline advisor engagement from signed agreement through successful integration into the firm.
  • Support initiatives that improve advisor readiness, early productivity, and long‑term success.
  • Assist in establishing meaningful service standards and advisor feedback mechanisms.
  • Leverage advisor feedback and industry best practices to identify opportunities…