Head of Strategy & Planning, Workplace Solutions

Date: Jan 11, 2023

Primary Location: Radnor, PA, US

Company: Lincoln Financial

 Alternate Locations: Work from Home; Boston, MA (Massachusetts); Charlotte, NC (North Carolina); Dover, NH (New Hampshire); Fort Wayne, IN (Indiana); Hartford, CT (Connecticut); Omaha, NE (Nebraska); Phoenix, AZ (Arizona); Radnor, PA (Pennsylvania)


Work Arrangement: Work from Home


Relocation assistance: is not available for this opportunity.


Requisition #: 70912



The Role at a Glance

The Sr. Vice President, Strategic Planning provides executive strategy and planning for Workplace Solutions, in coordination with business leaders and key Senior Management Committee leaders. You will also lead horizontal initiatives across the business, develop, implement, and execute strategic business plans which support Workplace Solutions growth and profitability initiatives and deliver meaningful business results.

What you'll be doing

  • Drives annual strategy planning cycle, in partnership with the President of Workplace Solutions, Chief Strategy Officer and Office of the CEO
  • Develops board-level strategy material
  • Develops overall strategic vision for the Workplace Solutions 
  • Establishes the Strategy Office organizational goals, objectives, and operating procedures
  • Ensures Workplace Solutions Strategy Office functional areas meet all objectives pertaining to compliance, regulations, productivity, customer service, budget, and project management
  • Ensures Workplace Solutions Strategy Office’s operational plans align with division and LFG's overall business plans, specific strategic and tactical initiatives
  • Drives priority initiatives which include but not limited to select strategic initiatives that require cross-functionally collaboration 
  • Manages select sponsored strategic consulting engagements 
  • Ensures effective implementation, integration, and execution of Workplace Solutions Strategy Office’s strategic and tactical plans
  • Ensures the identification and interpretation of significant trends by effectively understanding the customer data and uses this data to drive a united platform of customer needs and translate into actionable strategic initiatives
  • Ensures the development and implementation of strategies in the support of short and long-term strategic and financial objectives of the business
  • Oversees the development of metrics to monitor progress towards achievement of stated goals; ensures accurate and comprehensive evaluation of strategy progress and benefit realization. 
  • Advises, collaborates and guides the senior executive management on strategic planning opportunities and interpreting how they relate to and support the enterprise’s and Workplace Solutions’ strategic objectives
  • Develops strategic programs & initiatives with key leaders, works with leaders on delivering messages, recommendations for recognition, and driving culture change
  • Partners with executive management and key business stakeholders to identify, consolidate, and integrate the customer and business needs, market trends, and customer insights to develop strategic actionable initiatives that benefit Workplace Solutions
  • Develops, directs, and maintains an effective organization including: efficient work flow patterns; established performance standards; delineation of duties; suitable staffing levels; appropriate supervision & systems for timely communication of information
  • Collaborates with senior leaders within Workplace Solutions and across LFG to research, develop & execute innovative short & long-term business strategies
  • Forges strategic partnerships to achieve Business Unit objectives in supporting the enterprise and collaborates with peers and leadership across the Workplace Solutions and external organizations to negotiate for resources needed to accomplish objectives
  • Ensures the proactive identification of risks/issues/conflicts that may impede strategic initiatives; engages cross-functional leadership to evaluate issues and implement approaches to optimize strategic achievement 
  • Champions the investment of innovative ideas and plans brought forth by others offering a diversity of thought, perspective and solutions that drive customer and shareholder value and balancing risk with investments in leading edge innovation
  • Ensures the incorporation of diversity of thought into problem solving and decision-making to come up with creative and comprehensive solutions that improve results and outcomes
  • Build and manage a portfolio of adjacent and transformational innovations that can deliver profitable growth
  • Monitor marketplace innovations and trends, and assess implications

What we're looking for

  • Bachelor’s degree plus 15+ years of progressively more responsible experience within the financial services/insurance industries with an emphasis on participant experience
  • 5+ years of senior management, senior level strategy, and influencing senior management/critical stakeholder experience; or 19+ years of equivalent progressively more responsible work experience within the financial services/insurance industries with an emphasis on participant experience and 5+ years of senior management, senior level strategy, and influencing senior management/critical stakeholder experience.

What’s it like to work here?

At Lincoln Financial Group, 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:

  • A clearly defined career framework to help you successfully manage your career

  • 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

  • A leadership team that prioritizes your health and well-being; offering a remote work environment and flexible work hybrid situations

  • Effective productivity/technology tools and training


Work Arrangement

Work from Home : Employees will work from home and are not required to work in a Lincoln office on a regular basis.


 About The Company

Lincoln Financial Group, a Fortune 200 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 $324 billion in end-of-period account values as of June 30, 2021.

Ranked one of the Best Large Employers in America and Best Employers for Women by Forbes magazine as well as one of Newsweek’s Most Responsible Companies, 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.


Lincoln is committed to creating a diverse and 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. 


Lincoln Financial Group is a committed corporate citizen included on major sustainability indices including the Dow Jones Sustainability Index North America and FTSE4Good. Dedicated to diversity and inclusion, we earned perfect 100 percent scores on the Corporate Equality Index and the Disability Equality Index. Follow us on Facebook, Twitter, LinkedIn, and Instagram. Sign up for email alerts at http://newsroom.lfg.com


Be Aware of Fraudulent Recruiting Activities

If you are interested in a career at Lincoln, we encourage you to review our current openings and apply on our website. Lincoln values the privacy and security of every applicant and urges all applicants to diligently protect their sensitive personal information from scams targeting job seekers. These scams can take many forms including fake employment applications, bogus interviews and falsified offer letters.

Lincoln will not ask applicants to provide their social security numbers, date of birth, bank account information or other sensitive information in job applications. Additionally, our recruiters do not communicate with applicants through free e-mail accounts (Gmail, Yahoo, Hotmail) or conduct interviews utilizing video chat rooms. We will never ask applicants to provide payment during the hiring process or extend an offer without conducting a phone, live video or in-person interview.  Please contact Lincoln's fraud team at fraudhotline@lfg.com if you encounter a recruiter or see a job opportunity that seems suspicious.


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/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, Veteran 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.


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