Sr. Consultant, Strategic Planning

Lincoln Financial Services

Charlotte, NC

JOB DETAILS
SKILLS
Analysis Skills, Artificial Intelligence (AI), Brand Management, Brand Messaging, Business Performance Management, Channel Strategies, Communication Skills, Consulting, Content Development, Data Analysis, Decision Support, Establish Priorities, Intranet, Leadership, Manage Agenda, Management Consulting, Management of Information Systems/Technology (MIS), Metrics, Microsoft SharePoint, Performance Metrics, Presentation/Verbal Skills, Problem Solving Skills, Reporting Dashboards, Standards Development, Storytelling, Strategic Planning, Technical Leadership, Technical Support, Trend Analysis
LOCATION
Charlotte, NC
POSTED
3 days ago
Sr. Consultant, Strategic Planning

The Senior Consultant, is a key strategic partner within the IT organization, responsible for advancing IT engagement, proactively bringing our IT brand forward across the enterprise. This role serves as the connective tissue between IT strategy and engagement programs. The ideal candidate brings strong experience in IT strategy, executive communications, and analytics—someone who can connect technology execution initiatives to business objectives, turn complex technical concepts into compelling executive messaging, and guide leaders through planning and execution.

Key Responsibilities

  • Executive Engagement & IT Brand Interface with operational areas across the enterprise to advance IT's presence, visibility, and strategic alignment through structured engagement and brand representation.
  • Own and manage IT Central as the primary product owner, ensuring the platform reflects current IT strategy, priorities, and Lincoln brand standards.
  • Proactively source and leverage industry data, emerging trends, and IT performance metrics to inform executive forums and strategic decision-making.
  • Develop and maintain standardized IT brand standards, messaging frameworks, and artifacts used consistently across IT and the broader enterprise.
  • Executive Forum & Leadership Engagement Design and facilitate IT leadership forums with targeted intent, including agenda development, presenter alignment, and outcomes tracking to drive meaningful dialogue.
  • Develop high-impact presentation materials that bring IT strategy, roadmaps, and initiatives to life for senior leadership audiences.
  • Ensure leadership and stakeholder communities are well-versed in IT direction, progress, and key messages through structured communications and program support.
  • Executive Content & Strategic Messaging Create concise, decision-ready executive presentations and pre-read materials focused on IT strategy, performance, and value realization.
  • Translate complex technical concepts, analytics, and initiatives into clear, compelling narratives for SLT and Officer audiences.
  • Bring enterprise and IT strategy into key messaging, ensuring consistency across forums, materials, and stakeholders.
  • Data, Analytics & Insights Proactively source, analyze, and synthesize data to support IT performance management, operational metrics, and trend analysis.
  • Develop dashboards, KPIs, and executive insights that connect IT performance to business outcomes.
  • Use analytics to inform strategy, prioritize initiatives, and support executive decision-making.
  • IT Brand & Enterprise Narrative Lead the standardization and adoption of IT messaging, artifacts, and strategic materials across all enterprise touchpoints, establishing IT Brand as a recognized and consistent presence.
  • Reinforce a consistent, credible IT brand that clearly articulates business value, outcomes, and strategic impact.
  • Ensure IT communications align with enterprise strategy and leadership expectations.

Qualifications

  • Education: Bachelor's degree required or equivalent work experience (minimum of 4 years of relevant experience in lieu of a degree).
  • Experience: 5–7+ years of experience in IT strategy execution, executive communications, IT brand management, technology consulting, or a similar role.
  • Demonstrated experience supporting senior leaders, Officers, or executive governance forums within an IT or technology organization.
  • Strong background in executive communications, analytics, and enterprise technology planning.
  • Skills & Additional Requirements: Exceptional executive-level communication skills, with the ability to simplify and clearly articulate complex IT concepts. Strong analytical, problem-solving, and storytelling capabilities. Experience with AI tools to support data analysis, insight generation, content development, or decision support is highly desired. Proven ability to influence IT and business partners in a matrixed environment; experience with intranet or content platform product ownership (e.g., SharePoint, IT Central, or similar) is a plus.

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 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.

About the Company

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Lincoln Financial Services