Senior Consultant jobs at Lincoln Financial Group

Alternate Locations: Radnor, PA (Pennsylvania) Work Arrangement: Hybrid : Employee will work 3 days a week in a Lincoln office The Role at a Glance As a Sr. Strategic Planning Consultant - Retail and Distribution Strategy & Planning, you will be at the center of shaping and executing strategies that drive the success of Retail Solutions and Distribution. This role blends strategic vision with hands-on execution, giving you the opportunity to influence high-impact initiatives and partner with senior leaders across the organization. You will lead the development of plans that align with business objectives, monitor performance against goals, and provide insights that inform critical decisions. The primary focus of this role will be on advancing our Private Market distribution and go-to-market strategy, partnering with the Head of Private Market Distribution and Investment Solutions to build both short-term execution and long-term strategy. You will collaborate with cross-functional teams to design and implement strategies, resolve challenges, and identify opportunities in a dynamic market environment. You will analyze complex data, develop reporting and metrics, and communicate progress to leadership, ensuring transparency and alignment. Your expertise will help refine processes, improve operational efficiency, and enable the organization to achieve its long-term objectives. This is a highly visible role where your ability to think strategically, build strong partnerships, and deliver results will make a lasting impact on the future of Retail Solutions and Distribution. What you'll be doing * 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 What we're looking for Must-Haves * 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. Nice-to Haves * FINRA Series 7 * Experience supporting Private Market Funds, Alternative Investments, Interval Funds or other similar securities Application Deadline Applications for this position will be accepted through February, 28, 2026, subject to earlier closure due to applicant volume. What's it like to work here? At Lincoln Financial, we love what we do. We make meaningful contributions each and every day to empower our customers to take charge of their lives. Working alongside dedicated and talented colleagues, we build fulfilling careers and stronger communities through a company that values our unique perspectives, insights and contributions and invests in programs that empower each of us to take charge of our own future. What's in it for you: * 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 The pay range for this position is $93,300 - $169,700 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. Pay is based on non-discriminatory factors including but not limited to work experience, education, location, licensure requirements, proficiency and qualifications required for the role. The base pay is just one component of Lincoln's total rewards package for employees. 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. Other rewards may include long-term incentives, sales incentives and Lincoln's standard benefits package. About The Company Lincoln Financial (NYSE: LNC) helps people to confidently plan for their version of a successful future. We focus on identifying a clear path to financial security, with products including annuities, life insurance, group protection, and retirement plan services. With our 120-year track record of expertise and integrity, millions of customers trust our solutions and service to help put their goals in reach. Lincoln Financial Distributors, a broker-dealer, is the wholesale distribution organization of Lincoln Financial. Lincoln Financial is the marketing name for Lincoln Financial Corporation and its affiliates including The Lincoln National Life Insurance Company, Fort Wayne, IN, and Lincoln Life & Annuity Company of New York, Syracuse, NY. Lincoln Financial affiliates, their distributors, and their respective employees, representatives and/or insurance agents do not provide tax, accounting or legal advice. Lincoln is committed to creating an inclusive environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. Follow us on Facebook, X, LinkedIn, Instagram, and YouTube. For the latest company news, visit our newsroom. Be Aware of Fraudulent Recruiting Activities If you are interested in a career at Lincoln, we encourage you to review our current openings and apply on our website. Lincoln values the privacy and security of every applicant and urges all applicants to diligently protect their sensitive personal information from scams targeting job seekers. These scams can take many forms including fake employment applications, bogus interviews and falsified offer letters. Lincoln will not ask applicants to provide their social security numbers, date of birth, bank account information or other sensitive information in job applications. Additionally, our recruiters do not communicate with applicants through free e-mail accounts (Gmail, Yahoo, Hotmail) or conduct interviews utilizing video chat rooms. We will never ask applicants to provide payment during the hiring process or extend an offer without conducting a phone, live video or in-person interview. Please contact Lincoln's fraud team at ******************** if you encounter a recruiter or see a job opportunity that seems suspicious. Additional Information 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 or candidate profiles submitted through our web site or to personal e-mail accounts of employees of Lincoln Financial are considered property of Lincoln Financial and are not subject to payment of agency fees. Lincoln Financial ("Lincoln" or "the Company") 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, age, national origin or disability. Opportunities throughout Lincoln are available to employees and 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 ************. This Employer Participates in E-Verify. See the E-Verify notices. Este Empleador Participa en E-Verify. Ver el E-Verify avisos. Job Segment: Series 7, Strategic Planning, Marketing Consultant, Banking, Finance, Strategy, Marketing