Sr. Strategic Planning Consultant - Retail and Distribution Strategy & Planning

Alternate Locations: 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 #:75534

As a Sr. Strategic Planning Consultant - Retail and Distribution Strategy & Planning, you will be at the center of shaping and executing strategies that drive the success of Retail Solutions and Distribution. This role blends strategic vision with hands‑on execution, giving you the opportunity to influence high‑impact initiatives and partner with senior leaders across the organization. You will lead the development of plans that align with business objectives, monitor performance against goals, and provide insights that inform critical decisions.

The primary focus of this role will be on advancing our Private Market distribution and go‑to‑market strategy, partnering with the Head of Private Market Distribution and Investment Solutions to build both short‑term execution and long‑term strategy. You will collaborate with cross‑functional teams to design and implement strategies, resolve challenges, and identify opportunities in a dynamic market environment. You will analyze complex data, develop reporting and metrics, and communicate progress to leadership, ensuring transparency and alignment.

Your expertise will help refine processes, improve operational efficiency, and enable the organization to achieve its long‑term objectives.

This is a highly visible role where your ability to think strategically, build strong partnerships, and deliver results will make a lasting impact on the future of Retail Solutions and Distribution.

• Leads process to establish tactical plans in Retail and Distribution Strategy and Planning while ensuring plans align with overall business unit strategy and financial & business objectives
• Partners with internal/external resources to define & refine plans based on expertise and input of stakeholders and gain commitment on delivery of mutual business goals
• Develops working partnerships and/or teams with critical stakeholders to effectively implement action plans and continually refine based on results and other environmental factors
• Leads cross‑functional resources to ensure plan execution stays on track; manages potential conflicts, overlaps & integrations points; enables successful delivery of outcomes
• Engages with other internal/external resources to identify challenges, risks, and opportunities in the market and to understand drivers of performance
• Leads reviews of achievements/performance vs. strategic plans; regularly communicates status/progress to senior management and other stakeholders
• Collaborates with other functional areas and/or IT resources to develop reporting & metrics that enable monitoring and analysis of performance and drivers
• Leads complex analysis to assess environmental factors and advises senior management on how information should be integrated into strategic plans for improvement
• Provides subject matter expertise on planning best practices and develops process to continually improve plan implementation, monitoring, and refinement
• Drives dynamic, give-and‑take conversations with business stakeholders to develop optimal approach to delivering on goals

Must-Haves

• 5-7+ years of experience that directly aligns to the specific responsibilities of the position.
• Bachelor's degree or equivalent work experience.
• Skilled in building relationships and collaborating effectively within a matrix organization.
• Able to work independently and collaboratively in a fast‑paced environment.
• Self‑motivated, detail‑oriented, and committed to flawless execution.
• Excellent organizational skills with ability to prioritize strategically.

Nice-to Haves

• FINRA Series 7
• Experience supporting Private Market Funds, Alternative Investments, Interval Funds or other similar securities

Applications for this position will be accepted through February, 28, 2026, subject to earlier closure due to applicant volume.

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