Strategic Planning Consultant

Lincoln Financial; Radnor (Delaware County); Hybrid; USD 84,000 - 135,000; Full time

Benefits offered by this job

PTO/ parental leave

Competitive 401K

Tuition assistance program

Flexible work arrangements

Job summary

Lincoln Financial is seeking a Strategic Planning Consultant to support the Strategic Planning and Portfolio Management team in shaping multi-year initiatives across GP Product, WPS Marketing, Digital and CX Strategy. The role focuses on leveraging data and insights to identify opportunities, inform decisions, and drive growth while collaborating with leaders to translate priorities into executable plans.

You will consult on complex projects, influence stakeholders, and deliver measurable

Qualifications

• 3 - 5+ Years business analytics and/or project management experience in financial services that directly align with the responsibilities.
• 4 Year/Bachelor's degree or equivalent work experience (4 years of experience in lieu of Bachelor's)
• Strong presentation skills with demonstrated ability to influence at all levels of management through clear, informed and logical discussions/presentations
• Excellent written and verbal communication skills as well as ability to communicate knowledgeable and credibly with senior management and internal constituents
• Strong project management skills including, critical ability to coordinate and balance multiple projects in a time-sensitive environment, under pressure, and meeting deadlines
• Ability to design and develop solutions aligned to strategic plans

Responsibilities

• Support the development and execution of strategic initiatives that drive growth, profitability, and long-term success across Workplace Solutions
• Leverage data, market intelligence, and business insights to identify trends, opportunities, risks, and emerging needs that inform strategic decision-making and future business direction
• Partner with leaders across the organization to translate business priorities into actionable plans, aligning initiatives across distribution, service, technology, operations, and other key functions
• Conduct research, analysis, and business assessments to evaluate opportunities, develop recommendations, and build compelling business cases that support investment and strategic planning decisions
• Help shape multi-year business plans and growth strategies, connecting strategic objectives to executable initiatives, measurable outcomes, and business priorities
• Collaborate with cross-functional stakeholders to define success measures, establish key performance indicators, and monitor progress against strategic goals
• Drive continuous improvement and organizational effectiveness by identifying opportunities to streamline processes, improve quality, and enhance business performance through data-driven insights
• Serve as a trusted strategic advisor, providing thought partnership, analytical expertise, and recommendations that help leaders navigate complex business challenges and capitalize on growth opportunities

Skills

Business analytics

Project management

Presentation skills

Communication

Education

Bachelor's degree or equivalent

Job description

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

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

Relocation assistance: is not available for this opportunity.

Requisition #: 76879

The Role at a Glance

We are excited to be adding a Strategic Planning Consultant to our Strategic Planning and Portfolio Management team. In this role, you will help shape the future of GP Product, WPS Marketing, Digital and CX Strategy and Enablement teams by supporting key strategic initiatives that drive growth, innovation, and exceptional customer outcomes. You will consult/analyze and deliver on more complex assignments/projects for assigned area(s). You will leverage data, insights, and strategic thinking to identify opportunities, solve business challenges, and influence decisions that create lasting value for customers, advisors, and the business. We're seeking a strategic and analytical professional who thrives on solving complex problems, influencing across teams, and turning ideas into action. If you're passionate about business strategy, innovation, and driving meaningful impact through collaboration and execution, we'd love to hear from you.

What you’ll be doing

• Support the development and execution of strategic initiatives that drive growth, profitability, and long-term success across Workplace Solutions


• Leverage data, market intelligence, and business insights to identify trends, opportunities, risks, and emerging needs that inform strategic decision-making and future business direction


• Partner with leaders across the organization to translate business priorities into actionable plans, aligning initiatives across distribution, service, technology, operations, and other key functions


• Conduct research, analysis, and business assessments to evaluate opportunities, develop recommendations, and build compelling business cases that support investment and strategic planning decisions


• Help shape multi-year business plans and growth strategies, connecting strategic objectives to executable initiatives, measurable outcomes, and business priorities


• Collaborate with cross-functional stakeholders to define success measures, establish key performance indicators, and monitor progress against strategic goals


• Drive continuous improvement and organizational effectiveness by identifying opportunities to streamline processes, improve quality, and enhance business performance through data-driven insights


• Serve as a trusted strategic advisor, providing thought partnership, analytical expertise, and recommendations that help leaders navigate complex business challenges and capitalize on growth opportunities

What we’re looking for

Must-have experience:

• 3 - 5+ Years business analytics and/or project management experience in financial services that directly align with the responsibilities


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


• Strong presentation skills with demonstrated ability to influence at all levels of management through clear, informed and logical discussions/presentations


• Excellent written and verbal communication skills as well as ability to communicate knowledgeable and credibly with senior management and internal constituents


• Strong project management skills including, critical ability to coordinate and balance multiple projects in a time-sensitive environment, under pressure, and meeting deadlines


• Ability to design and develop solutions aligned to strategic plans

Nice-to have Experience:

• Workplace Solutions product and services knowledge


• Familiarity with Product, Marketing, Customer Experience, and Digital capabilities in the Group Insurance Market sector


• Working knowledge of artificial intelligence (AI) capabilities and emerging trends, with an ability to identify opportunities to enhance customer experience, personalize interactions, automate processes, and improve business outcomes

Application Deadline

Applications for this position will be accepted through November 30th, 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 $84,375 - $135,000 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, representatives and/or insurance agents do not provide tax, accounting or legal advice.

Lincoln is committed to creating an inclusive environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.

Follow us on Facebook , X , LinkedIn , Instagram , and YouTube . For the latest company news, visit our newsroom .

Additional Information

This position may be subject to Lincoln's Political Contribution Policy. An offer of employment may be contingent upon disclosing to Lincoln the details of certain political contributions. Lincoln may decline to extend an offer or terminate employment for this role if it determines political contributions made could have an adverse impact on Lincoln's current or future business interests, misrepresentations were made, or for failure to fully disclose applicable political contributions and or fundraising activities.

Any unsolicited resumes or candidate profiles submitted through our web site or to personal e-mail accounts of employees of Lincoln Financial are considered property of Lincoln Financial and are not subject to payment of agency fees.

Lincoln Financial ("Lincoln" or "the Company") is an Equal Opportunity employer and, as such, is committed in policy and practice to recruit, hire, compensate, train and promote, in all job classifications, without regard to race, color, religion, sex, age, national origin or disability. Opportunities throughout Lincoln are available to employees and applicants are evaluated on the basis of job qualifications. If you are a person with a disability that impedes your ability to express your interest for a position through our online application process, or require TTY/TDD assistance, contact us by calling [phone].

This Employer Participates in E-Verify. See the E-Verify notices.

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