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Lincoln Financial Group Sr. Consultant, Strategic Planning in Boston, Massachusetts

Alternate Locations: Omaha, NE (Nebraska); Atlanta, GA (Georgia); Boston, MA (Massachusetts); Charlotte, NC (North Carolina); Dover, NH (New Hampshire); Phoenix, AZ (Arizona)

Work Arrangement: Hybrid/Home

Relocation assistance: is not available for this opportunity.

Requisition #: 67293

The Role at a Glance

This position will provide subject matter expertise and direction on complex strategic projects and planning initiatives including delivering on complex, strategic stewardship communications for key broker partners. You will develop and execute upon business plans for achieving business objectives aimed at increasing business partner engagement. You will partner with assigned area(s) to design plans and define implementation approach while ensuring plans align to overall business area strategy and objectives. You will also lead analysis to monitor plan execution against intended business results.

What you'll be doing

  • Maintains knowledge on current and emerging developments/trends in group benefits and Lincoln’s product offerings, assesses the impact, and collaborates cross-functionally to incorporate developments and feedback into programs.

  • Directs and enhances organizational initiatives by positively influencing and supporting change management and/or departmental/enterprise initiatives.

  • Identifies and directs the implementation of process improvements that significantly improve quality across the team, department and/or business unit.

  • Provides subject matter expertise to team members and applicable internal/external stakeholders on complex assignments/projects.

  • Provides direction on complex assignments, projects, and/or initiatives to build and enhance the capability of each area.

  • Leads process to establish tactical plans 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 to develop reporting & metrics that enable monitoring and analysis of performance and drivers.

  • 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:

  • 4 Year/Bachelor's degree or equivalent work experience (4 years of experience in lieu of Bachelor's)

  • 5 – 7+ Years experience in business planning directly aligned to the specific responsibilities for this position

What’s it like to work here?

At Lincoln Financial Group, 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:

  • A clearly defined career framework to help you successfully manage your career

  • Leadership development and virtual training opportunities

  • PTO/parental leave

  • Competitive 401K and employee benefits (https://hrdirectdocs.lfg.com/misc/HR/Recruiting/BenefitsResourcesGuide.pdf)

  • Free financial counseling, health coaching and employee assistance program

  • Tuition assistance program

  • A leadership team that prioritizes your health and well-being; offering a remote work environment and flexible work hybrid situations

  • Effective productivity/technology tools and training

Work Arrangement

Hybrid/Home : Employees will work from home generally three days each week and come into a Lincoln office on a schedule their manager will help set, following any applicable in-office training period determined by their manager.

About The Company

Lincoln Financial Group, a Fortune 200 company with over 10,000 employees, provides advice and solutions that help empower Americans to take charge of their financial lives with confidence. Our core business areas — Life Insurance, Annuities, Retirement Plan Services and Group Protection — focus on supporting, preserving and enhancing over 17 million customer’s lifestyles and retirement outcomes.

Headquartered in Radnor, Pennsylvania, Lincoln Financial Group is the marketing name for Lincoln National Corporation (NYSE: LNC) and its affiliates. The company had $324 billion in end-of-period account values as of June 30, 2021.

Ranked one of the Best Large Employers in America and Best Employers for Women by Forbes magazine as well as one of Newsweek’s Most Responsible Companies, Lincoln Financial Group makes a serious investment in our employees’ futures through a broad range of wealth accumulation and protection plans, health and wellness programs, and career development resources designed to help each individual reach their personal and professional goals.

Lincoln is committed to creating a diverse and inclusive (https://www.lfg.com/public/aboutus/companyoverview/diversityinclusion?audience_page_id=1422918942386) 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.

Lincoln Financial Group is a committed corporate citizen included on major sustainability indices including the Dow Jones Sustainability Index North America and FTSE4Good. Dedicated to diversity and inclusion, we earned perfect 100 percent scores on the Corporate Equality Index and the Disability Equality Index. Follow us on Facebook (http://www.facebook.com/lincolnfinancialgroup) , Twitter (https://mobile.twitter.com/lincolnfingroup) , LinkedIn (https://www.linkedin.com/company/4307?trkInfo=tas%3Alincoln+financial%2Cidx%3A3-1-3&trk=tyah) , and Instagram (https://www.instagram.com/lincolnfingroup/) . Sign up for email alerts at http://newsroom.lfg.com

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 fraudhotline@lfg.com 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/candidate profiles submitted through our web site or to personal e-mail accounts of employees of Lincoln Financial Group are considered property of Lincoln Financial Group and are not subject to payment of agency fees.

Lincoln Financial Group (“LFG”) 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 (including pregnancy), age, national origin, disability, sexual orientation, gender identity and expression, Veteran status, or genetic information. 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 260-455-2558.

This Employer Participates in E-Verify. See the E-Verify notices. (https://www.e-verify.gov/)

Este Empleador Participa en E-Verify. Ver el E-Verify avisos. (https://www.e-verify.gov/es)

Lincoln Financial Group ("LFG") 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 (including pregnancy), age, national origin, disability, sexual orientation, gender identity and expression, veterans status, or genetic information. Opportunities throughout LFG are available to employees and applicants and are evaluated on the basis of job qualifications. We have a drug free work environment and we perform pre-employment substance abuse testing.

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