Alternate Locations: Work from Home; Fort Wayne, IN (Indiana); Radnor, PA (Pennsylvania)
Work Arrangement:
Hybrid/Flexible : Work at home and use the office as appropriate for in-person collaboration.
Relocation assistance: is not available for this opportunity.
Requisition #: 73851
The Role at a Glance
We are excited to fill an opening for the role of a Sr. Business Metrics & Analysis Consultant supporting our Retirement Plan Services Operations in a remote environment or hybrid in a key city location. In this role, you will provide subject matter expertise and direction to design and implement in-depth business analytics, metrics and predictive modeling to support goals and objectives for the Retirement Plan Services team. You will collaborate with stakeholders and provide consultative advice and analytic support to advance growth and profitability initiatives and deliver meaningful business results.
What you'll be doing
Consult with management & business stakeholders on use of quality business analytics, tools and market information for acquisition approaches & opportunities
Serve as an ‘analytics champion’ educating the business to drive adoption and usage of data analytics to further business results
Identify, analyze and interpret current & emerging complex developments/business trends, assess impacts, and presents information to management to incomplete trends/developments in current and future strategies
Collaborate with IT & other stakeholders to evaluate current state of data and develop tactical plans to improve data management and resolve technical challenges impeding data availability quality, metrics consistency and credibility
Develop & implement a business analytic framework to include forward-looking metrics and insights, create dashboards & scorecards utilizing existing and newly developed metrics and performance monitoring systems to provide management and quantifiable gauges of business results and impact of plans and tactical initiatives
Partner with IT to develop data governance models and data warehouse assets
Recommend and develop process improvements to ensure effective, standardized analytical processes
Review and critique complex technical designs and recommend enhancements to various current systems or those under development
Advice management and stakeholders on design issues, capabilities and/or system limitations; develops and recommend remediation plans
Effectively lead projects for advanced analytics and predictive modeling integration and implementation
What we’re looking for
Must-have experience:
5 – 7+ Years experience in analytics within the Financial Services industry, including design & implementation of forward-looking metrics to support & optimize business objectives
4 Year/Bachelor's degree or equivalent work experience (4 years of experience in lieu of Bachelor's)
Advanced working knowledge of Microsoft Excel
Working knowledge of Microsoft Access
Ability to build strong relationships
Effective verbal and written communications with the ability to tailor communications to all levels of leadership to front line teams
Ability to manage multiple projects and competing priorities simultaneously
Ability to think outside of box and challenge the status quo
Nice-to have Experience :
Retirement Plan Services Operations and Retirement Industry knowledge
Working knowledge of Tableau
Project Management experience
Application Deadline
Applications for this position will be accepted through November 11th, 2024, subject to earlier closure due to applicant volume
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:
Clearly defined career tracks and job levels, along with associated behaviors for each Lincoln leadership Attribute.
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
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
The pay range for this position is $90,300 - $164,700 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 Group helps people to plan, protect and retire with confidence. As of Dec. 31, 2023, approximately 17 million customers trust our guidance and solutions across four core businesses – annuities, life insurance, group protection and retirement plan services. As of December 31, 2023, the company had $295 billion in end-of-period account balances, net of reinsurance. Headquartered in Radnor, Pa., Lincoln Financial Group is the marketing name for Lincoln National Corporation (NYSE: LNC) and its affiliates. Learn more at LincolnFinancial.com.
Lincoln is committed to creating a diverse and 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.
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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 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.
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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.