Strategic Planning Consultant

Alternate work locations: Charlotte, NC; Fort Wayne, IN; Omaha, NE; Radnor, PA. Hybrid schedule: 3 days per week in a Lincoln office. Relocation assistance is not available for this opportunity.

About the role

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 the 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 complex assignments and projects for assigned areas. 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.

Responsibilities

• 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.

Requirements

• 3–5+ years of 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 the ability to communicate knowledgeably and credibly with senior management and internal constituents.
• Strong project management skills, including the 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.

Preferred Qualifications

• 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.

Benefits

• 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.
• Flexible work arrangements that support productivity and work-life balance.
• Effective productivity/technology tools and training.

Pay

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. Pay may vary above or below the listed range as permitted by applicable law and is based on non-discriminatory factors including work experience, education, location, licensure requirements, proficiency, and qualifications. The base pay is one component of Lincoln’s total rewards package, which may also include eligibility for the Annual Incentive Program (discretionary and based on company, business unit, and individual performance), long-term incentives, sales incentives, and standard benefits.