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AVP, Sr. Legal Counsel - 1940 Act

Company

Lincoln Financial Group

Location

Charlotte, North Carolina

Posted

July 02, 2026

Position Overview

What you'll be doing


• Leading the negotiations of service agreements, advisory agreements, consulting agreements, confidentiality agreements, vendor contracts for services supporting the advisor and the mutual fund complex.
• Drafting, negotiating, and interpreting participation agreements, shareholder servicing agreements and distribution-related contracts, including those with broker-dealers, retirement plan administrators and other intermediaries.
• Drafting, negotiating and interpreting exemptive orders and no-action letters; and futures agreements, trading services agreements and other agreements related to portfolio securities and trading matters.
• Collaborating with peers and leadership across the Business Units and Departments to champion and drive change management and process improvements.
• Providing legal advice on the ongoing operation of Lincoln Financial Group’s proprietary mutual funds and the advisory and administrative serv...

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