Sr. Consultant, Intake and Planning

Alternate Locations: Omaha, NE (Nebraska); Charlotte, NC (North Carolina); Fort Wayne, IN (Indiana); Greensboro, NC (North Carolina); Radnor, PA (Pennsylvania)

 

 Work Arrangement:

Hybrid : Employee will work 3 days a week in a Lincoln office

 

Relocation assistance:  is not available for this opportunity.

 

Requisition #: 75877

 

The Role at a Glance

As a Sr. Consultant, Intake and Planning, you will provide subject matter expertise and direction on complex projects/initiatives for Workplace Solutions Data Analytics and Reporting team. This role will support the Retirement Plan Services business by defining complex projects and/or programs based on a business need through research and analysis. The results and findings of the discovery/proposal process will be the basis for the future project.

What you'll be doing

• Stay current on emerging trends and collaborate with senior leaders to incorporate insights into current and future solutions.
• Lead discovery and intake efforts by analyzing requests, clarifying business needs, and validating solution viability.
• Partner with business leaders and stakeholders to clarify project objectives, scope, data needs, risks, and expected outcomes.
• Evaluate new project requests for feasibility, alignment to strategic priorities, resource requirements, and timeline impacts.
• Facilitate intake meetings, discovery sessions, and requirement‑gathering workshops with cross‑functional teams.
• Provide subject matter expertise, guidance, and direction on complex initiatives, projects, and alternative solutions.
• Translate high‑level business needs into structured project requirements, intake documentation, and recommended next steps.
• Develop and maintain an intake pipeline and portfolio view for visibility into active, pending, and future data initiatives.
• Drive process improvements and support change management initiatives across teams and the broader organization.
• Collaborate effectively with management and stakeholders on complex issues and enterprise-wide impacts.
• Manage the appropriate documentation for aligned with the data governance framework.

What we’re looking for

Must-Haves:

• 5 – 7+ Years of experience in Project Management that directly aligns with the specific responsibilities for this position 
• 4 Year/Bachelor's degree or equivalent work experience (4 years of experience in lieu of Bachelor's) 

 

Nice-to-haves:

• Strong project management, problem-solving, analytical, and requirements-gathering capabilities.
• Ability to translate business needs into structured technical or operational requirements.
• Excellent communication skills for facilitating intake sessions, stakeholder management, expectation setting, and cross-functional coordination.
• Highly organized with strong prioritization skills and the ability to manage competing demands.

Application Deadline

Applications for this position will be accepted through June 1, 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 $96,900 - $176,200 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