Strategic Planning Consultant

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 #: 76359

The Role at a Glance

We are excited to bring on a Strategic Planning Consultant to join the CX and Digital enablement team. In this role, you will help shape the future of CX and Digital Enablement team 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 Retirement Plan 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 (Required):

* 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 (Preferred):

* Workplace Solutions product and services knowledge

* Familiarity with client, broker, and employee-facing portal capabilities

* 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

Final date to receive applications

Applications for this position will be accepted through August 21st, 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…