Strategic Planning Consultant

Lincoln Financial • Radnor, PA

23h • $84,375 - $135,000 • Hybrid

About The Position

The Strategic Planning Consultant joins Lincoln Financial’s Strategic Planning and Portfolio Management team to help shape the future of GP Product, WPS Marketing, Digital, and CX Strategy and Enablement teams. The role supports strategic initiatives that drive growth, innovation, and customer outcomes, and consults on and delivers complex assignments and projects. It uses data, insights, and strategic thinking to identify opportunities, address business challenges, and inform decisions that create value for customers, advisors, and the business.

The consultant partners with leaders and cross-functional stakeholders to develop strategic recommendations, actionable plans, business cases, and measures of success. The position contributes to multi-year business plans and continuous improvement, while providing analytical expertise and strategic advice to help leaders navigate challenges and pursue growth opportunities. The role is hybrid, with three days per week in a Lincoln office.

Requirements

• At least 3 years of business analytics and/or project management experience in financial services that directly aligns with the role’s responsibilities; the posting describes this as “3 - 5+ Years.”
• A four-year bachelor’s degree or equivalent work experience; four years of experience may substitute for a bachelor’s degree.
• Strong presentation skills and the demonstrated ability to influence management at all levels through clear, informed, and logical discussions and presentations.
• Excellent written and verbal communication skills, including the ability to communicate knowledgeably and credibly with senior management and internal constituents.
• Strong project management skills, including the ability to coordinate and balance multiple projects in a time-sensitive, high-pressure environment and meet deadlines.
• Ability to design and develop solutions aligned with strategic plans.

Nice To Haves

• Knowledge of Workplace Solutions products and services.
• Familiarity with Product, Marketing, Customer Experience, and Digital capabilities in the Group Insurance Market sector.
• Working knowledge of artificial intelligence capabilities and emerging trends, including the ability to identify ways to improve customer experience, personalize interactions, automate processes, and improve business outcomes.

Responsibilities

• Support the development and execution of strategic initiatives that drive growth, profitability, and long-term success across Workplace Solutions.
• Use data, market intelligence, and business insights to identify trends, opportunities, risks, and emerging needs that inform strategic decisions and future business direction.
• Partner with organizational leaders to translate business priorities into actionable plans, aligning initiatives across distribution, service, technology, operations, and other functions.
• Conduct research, analysis, and business assessments to evaluate opportunities, develop recommendations, and build business cases for investment and strategic planning decisions.
• Help shape multi-year business plans and growth strategies, linking strategic objectives with executable initiatives, measurable outcomes, and business priorities.
• Collaborate with cross-functional stakeholders to define success measures and key performance indicators, and monitor progress toward strategic goals.
• Identify opportunities to streamline processes, improve quality, and enhance business performance through data-driven insights and continuous improvement.
• Provide strategic advice, analytical expertise, thought partnership, and recommendations to help leaders address complex business challenges and pursue growth opportunities.

Benefits

• Paid time off and parental leave.
• Competitive 401(k) and employee benefits.
• Free financial counseling, health coaching, and employee assistance program.
• Tuition assistance program.
• Work arrangements designed to provide flexibility.
• Career tracks and job levels, leadership development, and virtual training opportunities.
• Productivity and technology tools and training.
• May be eligible for the discretionary Annual Incentive Program; other potential rewards may include long-term incentives and sales incentives.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level