Specialist, Strategic Planning

Lincoln Financial GroupOmaha, NE (Nebraska)

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What you'll be doing

Maintains knowledge on current and emerging developments / trends for assigned area(s) of responsibility, assesses the impact, and collaborates with management to incorporate new trends and developments in current and future solutions.
Promotes and enhances organizational initiatives by positively influencing and supporting change management and / or departmental / enterprise initiatives within assigned area(s) of responsibility.
Performs and delivers on routine assignments / projects while simultaneously leveraging and applying knowledge of their assigned area(s) of responsibility.
Identifies and communicates to management process improvements that reduce workloads or improve quality for their assigned area(s) of responsibility.
Gathers and summarizes data to support management & team in the creation of actionable, multi-year plans that link strategy to tactics and foster growth & profitability while ensuring business plans align with LFG's growth, financial & business objectives
Gathers and summarizes data pertaining to organizational issues including cultural, structural, business process, and / or organizational alignment.
Collaborates with management & cross-functional stakeholders to structure strategic plans.
Supports data analysis and translation of findings into meaningful insights, integrating relevant business knowledge.
Researches and gathers data necessary for cost-benefit analyses for proposed opportunities.
Researches and summarizes environmental factors, enlisting internal & external resources to identify risks and business growth opportunities.
Partners with the business stakeholders to establish metrics to evaluate progress against defined objectives.

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) (Minimum Required)

1 - 3+ Years of business analytics and / or project management experience that directly aligns with the specific responsibilities of the role (Required)

Nice-to-haves :

Ability to work with others in a team environment.

Demonstrated solid relationship management skills with internal clients ( management, peers and colleagues).

Demonstrates excellent organizational skills with the ability to prioritize workload and multi-task while maintaining strict attention to detail.

Demonstrates solid project management skills including, critical ability to coordinate and balance multiple projects in a time-sensitive environment, under pressure, and meeting deadlines.

Demonstrates strong interpersonal skills with a collaborative style.

Demonstrates the ability to use sound judgment and discretion regarding confidential information.

Finds common ground and can gain collaboration among management, colleagues and peers; can influence outcomes without directing or commanding.

Proficiency with Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).

Application Deadline

Applications for this position will be accepted through July 15th, 2025 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

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 $53,500 - $96,300 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.

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