Strategic Planning Consultant

Alternate Locations:
Radnor, PA (Pennsylvania);
Charlotte, NC (North Carolina);
Fort Wayne, IN (Indiana);
Greensboro, NC (North Carolina);
Hartford, CT (Connecticut);
Omaha, NE (Nebraska)

Work Arrangement:

Hybrid :
Employee will work 3 days a week in a Lincoln office

Relocation assistance: is not available for this opportunity.

Hiring Manager:
Mallory Needles

Requisition #: 75823

The Role at a Glance

In this role, you will support business-related strategic planning across Retail Solutions and Distribution. You will consult/analyze and collaborate with internal stakeholders to design plans that support the company's objectives, monitor progress against goals, and provide valuable insights for key decision-making.

What you'll be doing

* Analyzing data to contribute to development of actionable plans that reflect the most significant strategies of each segment, including working across organizational boundaries to include distribution, service, technology & other areas.

* Gathering & analyzing data to support the creation of implementable 3-year plans that link strategy to tactics and foster growth & profitability, while ensuring business plans align with LFG's growth, financial & business objectives.

* Gathering and analyzing data pertaining to organizational issues including cultural, structural, business process or organizational alignment as they relate to strategies.

* Directly and indirectly scanning the environment, enlisting internal and external resources to identify risks and opportunities.

* Collaborating with cross-functional teams to structure, shape and provide overall direction on strategic plans.

* Analyzing data and translating findings into meaningful insights, integrating relevant business knowledge.

* Researching and gathering data necessary for conducting cost-benefit analysis for proposed opportunities.

* Researching and analyzing our space to identify business growth opportunities.

* Partnering with the business to establish metrics for objectives.

What we're looking for

4 Year/Bachelor's degree or equivalent work experience (4 years of experience in lieu of Bachelor's) (Minimum Required)

3 - 5+ Years business analytics and/or project management experience in the financial services that directly aligns with the specific responsibilities of the position. (Required)

Final date to receive applications

Applications for this position will be accepted through May 2, 2026, subject to earlier closure due to applicant volume.

What's it like to work here?

At Lincoln Financial, 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:

* Clearly defined career tracks and job levels, along with associated behaviors for each of Lincoln's core values and leadership attributes

* 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

* Work arrangements that work for you

* Effective productivity/technology tools and training

The pay range for this position is $72,900 - $131,600 with anticipated pay for new hires between the minimum and midpoint of the range and could vary above and below the listed range as permitted by applicable law. Pay is based on non-discriminatory factors including but not limited to work experience, education, location, licensure requirements, proficiency and qualifications required for the role.

The base pay is just one component of Lincoln's total rewards package for employees. In addition, the role may be eligible for the Annual Incentive Program, which is discretionary and based on the performance of the company, business unit and individual. Other rewards may include long-term incentives, sales incentives and Lincoln's standard benefits package.

About The Company

Lincoln Financial (NYSE: LNC) helps people to confidently plan for their version of a successful future. We focus on identifying a clear path to financial security, with products including annuities, life insurance, group protection, and retirement plan services.

With our 120-year track record of expertise and integrity, millions of customers trust our solutions and service to help put their goals in reach.

Lincoln Financial Distributors, a broker-dealer, is the wholesale distribution organization of Lincoln Financial. Lincoln Financial is the marketing name for Lincoln Financial Corporation and its affiliates including The Lincoln National Life Insurance Company, Fort Wayne, IN, and Lincoln Life & Annuity Company of New York, Syracuse, NY. Lincoln Financial affiliates, their distributors, and their respective employees,…