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Posted Apr 20, 2026

Strategic Planning Consultant

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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. 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. 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) 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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