Sr. Consultant, Strategic Planning

Date: Jun 12, 2019

Location: Radnor, PA, US

Company: Lincoln Financial

Alternate Locations: Atlanta, GA (Georgia); Fort Wayne, IN (Indiana); Radnor, PA (Pennsylvania)

Relocation assistance is not available for this opportunity.

Requisition #59863

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 $253 billion in assets under management as of December 31, 2017.

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


As the Sr Consultant, Strategic Planning, you will be focused on partnering with assigned area of responsibility to design plans that define and align strategic growth/efficiency opportunities with business objectives mostly in our Retirement Plan Services business unit.




Strategic Planning

  • Designs actionable plans that reflect and are derived from the most significant strategies of each business segment including working across organizational boundaries to include distribution, service, technology and other areas of Lincoln.
  • Create implementable three year plans that link strategy to tactics and foster growth and profitability while ensuring business plans are consistent with Lincoln Financial Groups growth, financial and business objectives
  • Establishes frameworks to reassess and/or define business vision, goals, objectives and initiatives.
  • Facilitates discussions and analysis to assess how these environmental factors should be integrated into strategic plans.
  • Ensures that the analysis, development and implementation of business strategies are founded in a realistic assessment of opportunity, ties to Corporate and Divisional Strategy, and fairly assesses the economic and financial consequences.
  • Drives strategic alignment across multiple work streams to maximize project synergies and ensure delivery of holistic and high impact business solutions utilizing a high level of strategic business thinking.
  • Identifies organizational issues including cultural, structural, business process or organizational alignment as they relate to strategies and work with businesses to address.



  • Leads cross-functional team to structure, shape and provide overall direction on strategic plans.



  • Partners with the business to establish metrics for objectives.
  • Collaborates with business partners to drive innovation efforts focused on medium and long term.
  • Partners with internal stakeholders to frame strategic opportunities that have consumer and producer impacts.
  • Leverages strong internal network and can get things done through formal and informal channels.



  • Researches and analyzes our space to identify business growth opportunities, develop business cases and define executable implementation plans.
  • Directly and indirectly scans the environment enlisting resources within LFG and outside the company to identify risks and opportunities.
  • Coordinates cost-benefit analysis for proposed opportunities.


Project Work

  • Directs and/or manages projects demonstrating strong project management leadership skills including, critical ability to coordinate and balance multiple projects in a time-sensitive environment, under pressure, and meeting deadlines.






  • Undergraduate degree or 4+ years of comparable work experience




  • 5-7 years strategy/planning and/or market research and/or business analytics and/or project management experience in the financial services that directly aligns with the specific responsibilities of the position.
  • Prior experience or knowledge of Retirement Plan Services or Insurance preferred
  • A demonstrated track record of consistently meeting and/or exceeding performance expectations.
  • Drives performance targets to completion.  #LI-AY1




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: Philadelphia

Job Segment: Strategic Planning, Marketing Consultant, Business Analyst, Project Manager, Strategy, Marketing, Technology