Vice President Data & Analytics

Lincoln Investment recognized as one of Philadelphia's Top Workplaces for over ten years, is an independent broker dealer and registered investment advisor that offers brokerage, investment advisory and other financial services. Lincoln has over 1,000 financial advisors nationwide and we serve over 350,000 clients representing over $36 billion in assets. We are a majority family-owned financial services firm that regards our employees as integral players in our continuous growth. Lincoln Investment's success is built upon our dedication to helping people retire well and promoting a work environment that fosters success. Our financial strength and profitability are natural results of "helping people, having fun, and enjoying success." Lincoln Investment offers a competitive compensation and benefits package. Our Home Office is conveniently located in Fort Washington, PA, just outside of Philadelphia. The Vice President of Data & Analytics is responsible for defining and executing the enterprise data and analytics strategy. This role owns data platforms, analytics capabilities, and data governance to ensure high-quality, trusted, and actionable insights that support business growth, operational efficiency, regulatory compliance, and informed decision-making. Role Overview: The Vice President of Data & Analytics is responsible for defining and executing the enterprise data and analytics strategy. This role owns data platforms, analytics capabilities, and data governance to ensure high-quality, trusted, and actionable insights that support business growth, operational efficiency, regulatory compliance, and informed decision-making. This leader partners closely with business, technology, risk, compliance, and finance teams to move the organization from descriptive reporting to insight-driven and predictive analytics while establishing strong data foundations. Key Responsibilities Strategy & Leadership • Define and execute a multi-year enterprise data and analytics strategy aligned to business objectives. • Serve as the executive owner for data as a strategic asset, including analytics, reporting, data science, and data enablement. • Build and lead high-performing data engineering, analytics, BI, and data governance teams. • Establish clear operating models, prioritization, and delivery roadmaps. Data Platforms & Architecture • Own the enterprise data architecture, including data warehouses, data lakes, and integration patterns. • Partner with Enterprise Architecture and Engineering teams to ensure scalable, secure, and cost-effective platforms. • Drive modernization initiatives, including cloud data platforms and real-time or near-real-time analytics where appropriate. • Ensure data platforms support AI and advanced analytics use cases. Analytics, BI & Insights • Oversee enterprise reporting, dashboards, and self-service analytics capabilities. • Shift analytics from historical reporting toward predictive and prescriptive insights. • Partner with business leaders to define meaningful KPIs, metrics, and performance measurement frameworks. • Ensure analytics outputs are trusted, actionable, and widely adopted. Data Governance, Quality & Compliance • Establish and mature data governance, data quality, and metadata management programs. • Define data ownership, stewardship, and accountability models across the enterprise. • Ensure compliance with regulatory, privacy, and security requirements. • Partner closely with Cybersecurity, Risk, and Legal teams on data protection and usage policies. Financial & Vendor Management • Own the data and analytics budget, including platform costs and vendor spend. • Drive cost transparency and optimization in partnership with Finance. • Evaluate and manage third-party tools, platforms, and data providers. Qualifications Required • 12+ years of progressive experience in data, analytics, or technology leadership roles. • Proven experience building and scaling enterprise data and analytics capabilities. • Strong understanding of data architecture, BI platforms, and analytics tooling. • Demonstrated ability to translate business needs into data-driven solutions. • Experience operating in regulated industries (financial services, insurance, healthcare, or similar). • Strong executive communication and stakeholder-management skills. Qualifications Preferred • Experience with cloud data platforms and modern analytics stacks. • Exposure to AI, machine learning, or advanced analytics use cases. • Prio