Lincoln Financial | Strategic Planning Consultant

The role at a glance

• We're seeking a strategic and analytical professional who thrives on solving complex problems, influencing across teams, and turning ideas into action.
• Applications for this position will be accepted through November 30th, 2026, subject to earlier closure due to applicant volume
• The pay range for this position is $84,375 - $135,000 with anticipated pay for new hires between the minimum and midpoint of the range and could vary above and below the listed range as permitted by applicable law.
• In addition, the role may be eligible for the Annual Incentive Program, which is discretionary and based on the performance of the company, business unit and individual.
• In this role, you will help shape the future of GP Product, WPS Marketing, Digital and CX Strategy and Enablement teams 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.
• Support the development and execution of strategic initiatives that drive growth, profitability, and long-term success across Workplace Solutions.
• 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.
• 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.
• Leadership development and virtual training opportunities.
• Work arrangements that work for you.
• Leverage data, market intelligence, and business insights to identify trends, opportunities, risks, and emerging needs that inform strategic decision-making and future business direction
• Help shape multi-year business plans and growth strategies, connecting strategic objectives to executable initiatives, measurable outcomes, and business priorities
• Follow us on Facebook, X, LinkedIn, Instagram, and YouTube.

Requirements

• 3 - 5+ Years business analytics and/or project management experience in financial services that directly align with the responsibilities.
• 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.
• Workplace Solutions product and services knowledge.
• Familiarity with Product, Marketing, Customer.
• Experience, and Digital capabilities in the Group Insurance Market sector.
• Effective productivity/technology tools and training.
• 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

Lincoln Financial

Lincoln Financial is an employer hiring in India (sector: BFSI / Investments / Insurance). In its own words: "Lincoln Financial Group provides resources and solutions that help empower Americans to take charge of their financial lives with confidence and optimism."

Its finance, accounts, audit and tax openings in India are mostly in Radnor, Charlotte, Omaha and Hartford.

• Industry: BFSI / Investments / Insurance