Consultant, Discovery/Proposal Management

Date: Jul 13, 2019

Location: Hartford, CT, US

Company: Lincoln Financial

Alternate Locations: Greensboro, NC (North Carolina); Hartford, CT (Connecticut)

Relocation assistance is not available for this opportunity.

Requisition #60089


About the Company


Lincoln Financial Group, a Fortune 250 company with over 10,000 employees, provides advice and solutions that help empower Americans to take charge of their financial lives with confidence. Our core business areas — Life Insurance, Annuities, Retirement Plan Services and Group Protection — focus on supporting, preserving and enhancing over 17 million customer’s lifestyles and retirement outcomes.


Headquartered in Radnor, Pennsylvania, Lincoln Financial Group is the marketing name for Lincoln National Corporation (NYSE: LNC) and its affiliates. The company had $238 billion in assets under management as of December 31, 2018.


Ranked one of the Best Large Employers in America by Forbes magazine, Lincoln Financial Group makes a serious investment in our employees’ futures through a broad range of wealth accumulation and protection plans, health and wellness programs, and career development resources designed to help each individual reach their personal and professional goals.


The Role

This position will consult/analyze and deliver on more complex assignments/projects for his/her assigned area(s) of responsibility. S/he will also act as a resource to applicable internal/external stakeholders. S/he will define more complex projects and/or programs based on a business need through research and analysis. The results and findings of the discovery/proposal process will be the basis for the future project.


  • Maintains knowledge on current and emerging developments/trends for assigned area(s) of responsibility, assesses the impact, and collaborates with management to incorporate new trends and developments in current and future solutions.
  • Champions and enhances organizational initiatives by positively influencing and supporting change management and/or departmental/enterprise initiatives within assigned area(s) of responsibility.
  • Serves as a resource to team members and applicable internal/external stakeholders on more complex assignments/projects for his/her assigned area(s) of responsibility.
  • Identifies and recommends process improvements that significantly reduce workloads or improve quality for his/her assigned area(s) of responsibility.
  • Consults/Analyze on more complex assignments and/or projects for his/her assigned area(s) of responsibility.
  • Partners with internal stakeholders and business leaders to design business solutions which result in enhanced quality and reduced cost.
  • Identifies and/or validates if the proposed solution will meet the business needs.
  • Provides recommendations and guidance on more complex alternative approaches and/or solutions to meet business needs.
  • Develops and prepares business case and cost benefit analysis which includes the optimal solution/approach to meet the business needs.
  • Collaborates effectively with mgmt. & appropriate stakeholders on more complex issues or impacts to the business.
  • Identifies more complex departmental impacts and project resourcing needs.
  • Delivers consistent project artifacts/templates, techniques, and adherence in support of waterfall and/or agile projects.


    • 4 Year/Bachelor's degree or equivalent work experience (4 years of experience in lieu of Bachelor's) (Minimum Required)
    • 3-5 Years of experience in Project Management required - Financial Service and/or Banking Industry Experience preferred


    • Ability to work with others in a team environment.
    • Demonstrated strong relationship management skills with internal and external stakeholders (e.g. senior management, vendor and partners, peers and colleagues); proven ability to develop creative and collaborative approaches.
    • Demonstrates strong interpersonal skills with a collaborative style.
    • Demonstrates strong project management leadership skills including, critical ability to coordinate and balance multiple projects in a time-sensitive environment, under pressure, and meeting deadlines
    • Demonstrated ability to facilitate discovery and business case proposals with keen sense of attention to detail and delivery of a consistent, concise message
    • Finds common ground and can gain collaboration among management, colleagues and peers; can influence outcomes without directing or commanding.
    • Confident, comfortable communicator with strong written and verbal communication skills.
    • Proficiency with Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).


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

Lincoln Financial Group (“LFG”) 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 (including pregnancy), age, national origin, disability, sexual orientation, gender identity and expression, veterans status, or genetic information.  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 260-455-2558.


Nearest Major Market: Hartford

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