Strategic Planning Consultant

Lincoln FinancialRadnor, PA
1dHybrid

About The Position

In this role, you will support business-related strategic planning across Retail Solutions and Distribution. You will consult/analyze and collaborate with internal stakeholders to design plans that support the company's objectives, monitor progress against goals, and provide valuable insights for key decision-making.

Requirements

  • 4 Year/Bachelor's degree or equivalent work experience (4 years of experience in lieu of Bachelor's) (Minimum Required)
  • 3 - 5+ Years business analytics and/or project management experience in the financial services that directly aligns with the specific responsibilities of the position. (Required)

Responsibilities

  • Analyzing data to contribute to development of actionable plans that reflect the most significant strategies of each segment, including working across organizational boundaries to include distribution, service, technology & other areas.
  • Gathering & analyzing data to support the creation of implementable 3-year plans that link strategy to tactics and foster growth & profitability, while ensuring business plans align with LFG's growth, financial & business objectives.
  • Gathering and analyzing data pertaining to organizational issues including cultural, structural, business process or organizational alignment as they relate to strategies.
  • Directly and indirectly scanning the environment, enlisting internal and external resources to identify risks and opportunities.
  • Collaborating with cross-functional teams to structure, shape and provide overall direction on strategic plans.
  • Analyzing data and translating findings into meaningful insights, integrating relevant business knowledge.
  • Researching and gathering data necessary for conducting cost-benefit analysis for proposed opportunities.
  • Researching and analyzing our space to identify business growth opportunities.
  • Partnering with the business to establish metrics for objectives.

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
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