Lincoln Financial · 7 hours ago
Sr. Strategic Planning Consultant - Retail and Distribution Strategy & Planning
Radnor, PA
Full-time
Hybrid
Mid, Senior Level
$93K/yr - $170K/yr
5+ years expLincoln Financial is a company focused on empowering customers to plan for their financial future. The Sr. Strategic Planning Consultant will shape and execute strategies for Retail Solutions and Distribution, collaborating with senior leaders and cross-functional teams to drive high-impact initiatives and improve operational efficiency.
AdviceFinanceFinancial ServicesInsurance
Responsibilities
Leads process to establish tactical plans in Retail and Distribution Strategy and Planning while ensuring plans align with overall business unit strategy and financial & business objectives
Partners with internal/external resources to define & refine plans based on expertise and input of stakeholders and gain commitment on delivery of mutual business goals
Develops working partnerships and/or teams with critical stakeholders to effectively implement action plans and continually refine based on results and other environmental factors
Leads cross-functional resources to ensure plan execution stays on track; manages potential conflicts, overlaps & integrations points; enables successful delivery of outcomes
Engages with other internal/external resources to identify challenges, risks, and opportunities in the market and to understand drivers of performance
Leads reviews of achievements/performance vs. strategic plans; regularly communicates status/progress to senior management and other stakeholders
Collaborates with other functional areas and/or IT resources to develop reporting & metrics that enable monitoring and analysis of performance and drivers
Leads complex analysis to assess environmental factors and advises senior management on how information should be integrated into strategic plans for improvement
Provides subject matter expertise on planning best practices and develops process to continually improve plan implementation, monitoring, and refinement
Drives dynamic, give-and-take conversations with business stakeholders to develop optimal approach to delivering on goals
Qualification
Required
5-7+ years of experience that directly aligns to the specific responsibilities of the position
Bachelor's degree or equivalent work experience
Skilled in building relationships and collaborating effectively within a matrix organization
Able to work independently and collaboratively in a fast-paced environment
Self-motivated, detail-oriented, and committed to flawless execution
Excellent organizational skills with ability to prioritize strategically
Preferred
FINRA Series 7
Experience supporting Private Market Funds, Alternative Investments, Interval Funds or other similar securities
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
Work arrangements that work for you
Effective productivity/technology tools and training
Company
Lincoln Financial
Lincoln Financial (NYSE: LNC) helps people to confidently plan for their version of a successful future.
10001+ employees
Funding
Current Stage
Public CompanyTotal Funding
$825MKey Investors
Bain Capital
2025-04-09Post Ipo Equity· $825M
1985-04-26IPO
Leadership Team
Ellen Cooper
Chairman, President and Chief Executive Officer
Christopher Neczypor
Chief Financial Officer
Recent News
GlobalFinTechSeries
2025-12-05
Company data provided by crunchbase