1,033 Agency Executive jobs in the United States

Team Leader, Agency - Executive Director

10261 New York, New York SMBC

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Job Description

SMBC Group is a top-tier global financial group. Headquartered in Tokyo and with a 400-year history, SMBC Group offers a diverse range of financial services, including banking, leasing, securities, credit cards, and consumer finance. The Group has more than 130 offices and 80,000 employees worldwide in nearly 40 countries. Sumitomo Mitsui Financial Group, Inc. (SMFG) is the holding company of SMBC Group, which is one of the three largest banking groups in Japan. SMFG’s shares trade on the Tokyo, Nagoya, and New York (NYSE: SMFG) stock exchanges. In the Americas, SMBC Group has a presence in the US, Canada, Mexico, Brazil, Chile, Colombia, and Peru. Backed by the capital strength of SMBC Group and the value of its relationships in Asia, the Group offers a range of commercial and investment banking services to its corporate, institutional, and municipal clients. It connects a diverse client base to local markets and the organization’s extensive global network. The Group’s operating companies in the Americas include Sumitomo Mitsui Banking Corp. (SMBC), SMBC Nikko Securities America, Inc., SMBC Capital Markets, Inc., SMBC MANUBANK, JRI America, Inc., SMBC Leasing and Finance, Inc., Banco Sumitomo Mitsui Brasileiro S.A., and Sumitomo Mitsui Finance and Leasing Co., Ltd. The anticipated salary range for this role is between $250,000.00 and $250,000.00. The specific salary offered to an applicant will be based on their individual qualifications, experiences, and an analysis of the current compensation paid in their geography and the market for similar roles at the time of hire. The role may also be eligible for an annual discretionary incentive award. In addition to cash compensation, SMBC offers a competitive portfolio of benefits to its employees. Role Description Overview/Scope As the Executive Director and Team Leader in SMBC, Specialized Finance, Americas Division (SDAD) Agency Group, you will manage a team of Agency Officers in providing Agency Services (Administrative Agent, Collateral Agent, Account Bank) on a diverse portfolio of project finance/structured finance and real estate transactions including syndicated and bilateral loans, construction, value add, operating and stabilized properties, domestic and international cross-border financings, export credits, and transactions in workout, in the thermal power, renewable energy, infrastructure, energy transition, telecom and non-recourse real estate sectors. You will manage both domestic and international clients across the Americas. You will collaborate with internal/external stakeholders, to deliver an exceptional client experience. Role Objectives: Delivery Primary Responsibilities Manage a team of Agency Officers based in New York Supervise, coach, and train the team in performing Agency functions Maintain standard documentation requirements for SDAD agency transactions Oversee the team to ensure all conditions precedent are satisfied for loan draw downs, funds transfers, repayments/prepayments and equity distributions Review and approve disbursement requests, monitor draw procedures, manage flow of funds mechanics and internal loan administration Oversee the team to coordinate with SMBC Loan Operations to ensure drawdowns, rate rollovers, fund transfers and repayments/prepayments are processed efficiently, accurately and in accordance with the governing documentation Act as escalation point of contact for agency matters to the Borrowers, Sponsors, lender groups and internal stakeholders Produce and approve fee proposals for new agency transactions Work with the Borrower, legal counsel, and, where applicable, consultants (independent engineer, insurance advisor, other consultants) to structure and manage consent solicitation process (including but not limited to amendments, waivers, consents of financing documents). Manage all interactions between borrowers, lenders, independent engineers, legal counsels, and internal units Coordinate department data collection for Shared National Credit (SNC) reporting Ensure team is tracking reporting requirements, insurance and collateral renewals, and following up on late documents Manage the team that is responsible for maintaining the data distribution site (e.g. Intralinks, Debt Domain, etc.) Qualifications and Skills Qualifications Bachelor’s degree in business or finance or related fields 10+ years of relevant experience in Agency Services (Project Finance & Real Estate, preferred) Deep understanding of the associated legal documents and financial analysis Expected to have highly advanced level of credit experience, documentation experience in proposing and negotiating, both internally and externally, credit and covenant structures and documenting loans Ability to effectively manage and mentor a team of professional Recommended years of experience: 15 Additional Requirements SMBC’s employees participate in a Hybrid workforce model that provides employees with an opportunity to work from home, as well as, from an SMBC office. SMBC requires that employees live within a reasonable commuting distance of their office location. Prospective candidates will learn more about their specific hybrid work schedule during their interview process. Hybrid work may not be permitted for certain roles, including, for example, certain FINRA-registered roles for which in-office attendance for the entire workweek is required. SMBC provides reasonable accommodations during candidacy for applicants with disabilities consistent with applicable federal, state, and local law. If you need a reasonable accommodation during the application process, please let us know at #J-18808-Ljbffr

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Business Development Talent Agency Executive

40508 Vaco

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Welcome to Vaco - an uncommon company with an empowered culture. At Vaco, we welcome talented innovators seeking a collaborative environment where creative freedom rings.
Since 2002, we have expanded to more than 40 locations, and we have no plans of slowing down anytime soon. We are seeking big thinkers to lead us into the future and explore the career of a lifetime.
+ Ranked the #1 Best Staffing Firm to Work for in North America by Staffing Industry Analysts (Category: 500+ Employees)
+ An Inc. 5000 fastest growing private company in America every year since 2007!
**Description** :
The Business Development Executive is responsible for generating sales, increasing revenue and profitability.  This position establishes and develops client relationships as well as works with one or more recruiters to fulfill open job orders. The position will collaborate with business stakeholders, business leaders and subject matter experts to plan and deliver projects effectively and timely.
** **
**Essential** **Job Functions:**
To perform this job successfully, an individual must be able to perform each essential function satisfactorily. The requirements listed below are representative of the knowledge, skills, and abilities required.
**Duties and** **Responsibilities** :
+ Establish and maintain target list developing client relationships.   
+ Conduct prospecting activities including phone calls, "ad calls," skills marketing, email, social media, in-person meetings, and other methods.   
+ Generate new job orders weekly in line with performance objectives.
+ Manage new and open job orders from intake to fulfillment.   
+ Utilize Bullhorn to log all activity, notes, and information vital to managing and growing a book of business as well as planning daily activities.   
+ Collaborate with teammates to cross-sell and/or fulfill open positions across other lines of business and/or national practices as appropriate.   
_The above statements describe the general nature and level of work only. They are not an exhaustive list of all required responsibilities, duties, and skills. Other duties may be added, or this description amended at any time._ _Reasonable_ _accommodations_ _may be made to enable qualified individuals with disabilities to perform the essential functions_ _._
**Desired Competencie** **s** **:**  
+ **Customer/Candidate Focus** **-** ** ** Builds strong customer relationships and delivers customer-centric solutions.
+ **Results Oriented** **-** ** ** Consistently achieves results, even under tough circumstances.
+ **Communicates Effectively** **-** ** ** Develops and delivers written and verbal communication that conveys clear understanding of different audiences and their levels of comprehension. Active listener to ensure clear understanding.
+ **Planning Forethought and Alignment** **-** ** ** Plans and prioritizes work to meet commitments aligned with organizational goals.
+ **Interpersonal Intelligence** **-** ** ** Understands self and others' emotions and is able to manage self and others' emotions to create a comfortable environment removing internal and external barriers to build rapport with others, including those with diverse opinions and beliefs, by acting with respect, dignity, and integrity.
+ **Decision Quality** **-** ** ** Makes good and timely decisions that keep the organization moving forward.
+ **Collaborative** **-** ** ** Partners and connects with others to achieve shared goals or objectives, seeking input and inspiring others to value the same, building trust with each collaborative interaction.
**Education** **and Experience** **:**  
+ Bachelor's Degree and a minimum of 0 to 18 months B2B sales and/or recruitmentrequired.  
+ Advanced, relevant experience considered in lieu of Bachelor's degree.  
Determining compensation for this role (and others) at Vaco depends upon a wide array of factors including but not limited to the individual's skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs. With that said, as required by local law, Vaco believes that the following salary range reasonably estimates the base compensation for an individual hired into this position in geographies that require salary range disclosure. An applicant may also be eligible to participate in certain incentive compensation programs based on achieving certain performance targets set forth each year and subject to the incentive compensation plan's terms and conditions. The individual may also be eligible for discretionary bonuses.
Salary Range for this role:
$60,000-$65,000 USD
Vaco, LLC ("we," "our," or "Vaco") respects your privacy and is committed to providing a transparent notice of our Notice at Collection and Privacy Policy for California Residents. This Notice and Privacy Policy for California Residents applies solely to those who reside in the State of California ("consumers" or "you"). For additional details, click here ( .
California residents may also access Vaco's HR Notice at Collection for California Applicants and Employees ( .
Vaco is an Equal Opportunity Employer and does not discriminate against any employee or applicant for employment because of race (including but not limited to traits historically associated with race such as hair texture and hair style), color, sex (includes pregnancy or related conditions), religion or creed, national origin, citizenship, age, disability, status as a veteran, union membership, ethnicity, gender, gender identity, gender expression, sexual orientation, marital status, political affiliation, or any other protected characteristics as required by federal, state or local law.
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Team Leader, Agency - Executive Director

10176 New York, New York SMBC

Posted 6 days ago

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Job Description

SMBC Group is a top-tier global financial group. Headquartered in Tokyo and with a 400-year history, SMBC Group offers a diverse range of financial services, including banking, leasing, securities, credit cards, and consumer finance. The Group has more than 130 offices and 80,000 employees worldwide in nearly 40 countries. Sumitomo Mitsui Financial Group, Inc. (SMFG) is the holding company of SMBC Group, which is one of the three largest banking groups in Japan. SMFG's shares trade on the Tokyo, Nagoya, and New York (NYSE: SMFG) stock exchanges.
In the Americas, SMBC Group has a presence in the US, Canada, Mexico, Brazil, Chile, Colombia, and Peru. Backed by the capital strength of SMBC Group and the value of its relationships in Asia, the Group offers a range of commercial and investment banking services to its corporate, institutional, and municipal clients. It connects a diverse client base to local markets and the organization's extensive global network. The Group's operating companies in the Americas include Sumitomo Mitsui Banking Corp. (SMBC), SMBC Nikko Securities America, Inc., SMBC Capital Markets, Inc., SMBC MANUBANK, JRI America, Inc., SMBC Leasing and Finance, Inc., Banco Sumitomo Mitsui Brasileiro S.A., and Sumitomo Mitsui Finance and Leasing Co., Ltd.
The anticipated salary range for this role is between $250,000.00 and $250,000.00. The specific salary offered to an applicant will be based on their individual qualifications, experiences, and an analysis of the current compensation paid in their geography and the market for similar roles at the time of hire. The role may also be eligible for an annual discretionary incentive award. In addition to cash compensation, SMBC offers a competitive portfolio of benefits to its employees.
**Role Description**
**Overview/Scope**
As the Executive Director and Team Leader in SMBC, Specialized Finance, Americas Division (SDAD) Agency Group, you will manage a team of Agency Officers in providing Agency Services (Administrative Agent, Collateral Agent, Account Bank) on a diverse portfolio of project finance/structured finance and real estate transactions including syndicated and bilateral loans, construction, value add, operating and stabilized properties, domestic and international cross-border financings, export credits, and transactions in workout, in the thermal power, renewable energy, infrastructure, energy transition, telecom and non-recourse real estate sectors. You will manage both domestic and international clients across the Americas. You will collaborate with internal/external stakeholders, to deliver an exceptional client experience.
**Role Objectives: Delivery**
**Primary Responsibilities**
+ Manage a team of Agency Officers based in New York
+ Supervise, coach, and train the team in performing Agency functions
+ Maintain standard documentation requirements for SDAD agency transactions
+ Oversee the team to ensure all conditions precedent are satisfied for loan draw downs, funds transfers, repayments/prepayments and equity distributions
+ Review and approve disbursement requests, monitor draw procedures, manage flow of funds mechanics and internal loan administration
+ Oversee the team to coordinate with SMBC Loan Operations to ensure drawdowns, rate rollovers, fund transfers and repayments/prepayments are processed efficiently, accurately and in accordance with the governing documentation
+ Act as escalation point of contact for agency matters to the Borrowers, Sponsors, lender groups and internal stakeholders
+ Produce and approve fee proposals for new agency transactions
+ Work with the Borrower, legal counsel, and, where applicable, consultants (independent engineer, insurance advisor, other consultants) to structure and manage consent solicitation process (including but not limited to amendments, waivers, consents of financing documents).
+ Manage all interactions between borrowers, lenders, independent engineers, legal counsels, and internal units
+ Coordinate department data collection for Shared National Credit (SNC) reporting
+ Ensure team is tracking reporting requirements, insurance and collateral renewals, and following up on late documents
+ Manage the team that is responsible for maintaining the data distribution site (e.g. Intralinks, Debt Domain, etc.)
**Qualifications and Skills**
**Qualifications**
+ Bachelor's degree in business or finance or related fields
+ 10+ years of relevant experience in Agency Services (Project Finance & Real Estate, preferred)
+ Deep understanding of the associated legal documents and financial analysis
+ Expected to have highly advanced level of credit experience, documentation experience in proposing and negotiating, both internally and externally, credit and covenant structures and documenting loans
+ Ability to effectively manage and mentor a team of professional
Recommended years of experience: 15
**Additional Requirements**
SMBC's employees participate in a Hybrid workforce model that provides employees with an opportunity to work from home, as well as, from an SMBC office. SMBC requires that employees live within a reasonable commuting distance of their office location. Prospective candidates will learn more about their specific hybrid work schedule during their interview process. Hybrid work may not be permitted for certain roles, including, for example, certain FINRA-registered roles for which in-office attendance for the entire workweek is required.
SMBC provides reasonable accommodations during candidacy for applicants with disabilities consistent with applicable federal, state, and local law. If you need a reasonable accommodation during the application process, please let us know at
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Executive Finance Officer / Housing Finance Agency Executive

55145 Saint Paul, Minnesota State of Minnesota

Posted 13 days ago

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Job Description

**Working Title: Executive Finance Officer**
**Job Class: Housing Finance Agency Executive**
**Agency: Housing Finance Agency**
+ **Job ID** : 88137
+ **Location** : St. Paul
+ **Telework Eligible** : Yes, up to 50% of scheduled workdays. Teleworking employees are required to live in Minnesota or within 50 miles of the St. Paul office if in Wisconsin.
+ **Full/Part Time** : Full-Time
+ **Regular/Temporary** : Unlimited
+ **Who May Apply** : Open to all qualified job seekers
+ **Date Posted** : 08/11/2025
+ **Closing Date** : 09/02/2025
+ **Division/Unit** : Manager-Commissioner's Main
+ **Days of Work** : Monday - Friday
+ **Travel Required** : No
+ **Salary Range:** $59.93 - $5.80 / hourly; 125,133 - 179,150 / annually
+ **Classified Status** : Unclassified
+ **Supervisor** : Deputy Commissioner Rachel Robinson
+ **Bargaining Unit/Union** : 220 - Manager/Unrep
+ **FLSA Status** : Exempt - Executive
+ Designated in Connect 700 Program for Applicants with Disabilities ( : No
**This position requires an employee to be onsite at 400 Wabasha Street North, St Paul, Minnesota at least 50% of the time, with some opportunity to perform work from a telework location.**
+ Telework ( is available on a limited basis.
+ Only candidates residing in Minnesota or a state bordering Minnesota (Iowa, North Dakota, South Dakota, or Wisconsin) within 50 miles of the work address listed above are eligible for telework.
+ Candidates residing in Minnesota and more than 50 miles from the primary/principal work address above may be eligible to telework more than 50%.
+ Candidates residing 50 miles or more from the primary/principal work address in a state bordering Minnesota (Iowa, North Dakota, South Dakota, or Wisconsin) are not eligible to be hired, unless planning to relocate within 50 miles of the work location.
**The work you'll do is more than just a job.**
At the State of Minnesota, employees play a critical role in developing policies, providing essential services, and working to improve the well-being and quality of life for all Minnesotans. The State of Minnesota is committed to equity and inclusion, and invests in employees by providing benefits, support resources, and training and development opportunities.
Minnesota Housing is hiring! We're the State of Minnesota's affordable housing agency and we believe there should be joy in the work we do. For more than 50 years, we've worked to provide access to safe, decent, and affordable housing and to build stronger communities across the state. Our Vision - The Big, Audacious Goal - is that all Minnesotans live and thrive in a safe, stable home they can afford in a community of their choice. For more than 50 years, we've worked to provide access to safe, decent and affordable housing and to build stronger communities across the state.
Minnesota Housing is a municipal bond issuer and independent financial entity with significant assets and a complex financial structure. We issue approximately 1B of bonds annually and have an annual operating budget of over 67M.
This position is a key member of the Agency Servant Leadership Team and will provide strategic financial guidance and management to continue to secure the financial position of the agency while delivering quality affordable housing across Minnesota. The Executive Finance Officer is responsible for development and oversight of financial plans and policies, for collaborating with business leaders to develop and implement innovate financing structures, and for managing the organization's credit and financial risk.
This position is best suited for a proactive, team-oriented leader, with keen strategic and financial management skills. The ideal candidate will have a mix of experience with running financial operations in the nonprofit or public sector, and a comprehensive understanding of real estate lending.
**Essential Job Duties**
+ Lead and guide the strategic financial plan for the agency. Strategically manage and monitor the balance sheet and income statement. Align earnings with the mission of the Agency.
+ Direct the completion of required Financial Statements and lead the Agency financial audit processes with continuous improvement and an expectation of excellence. Minnesota Housing's bond holders require that the Agency retain an independent auditing firm to ensure the accuracy of Agency financials.
+ Along with the Executive Investment Officer, serve as the Agency's contact for the Ratings Agencies.
+ Lead, motivate, and develop a highly skilled finance team to achieve strategic outcomes efficiently and innovatively, fostering a culture of continuous improvement. Supervise and direct the previously mentioned finance functions to ensure proper responsibility, authority, and accountability are allocated.
+ Serve as the Agency's spokesperson for financial activities, budget status, and overall financial condition. Manage the division so that effective communication, working relationships, and service levels are maintained with stakeholder groups.
+ Perform duties as assigned by the Commissioner or Deputy Commissioner to help the Agency meet its goals and objectives.
+ Foster and cultivate a high performing Finance and Accounting team, including 20+ indirect reports.
**Minimum Qualifications**
**To be qualified for and considered for this position, applicants must meet all of the minimum qualifications listed below. Ensure that your resume contains descriptions of your work experiences sufficient for comparison against the requirements stated below and indicate the beginning and ending month and year for each job held.**
**Only applicants whose resumes clearly demonstrate fulfillment of each of these minimum qualifications will be considered for this position.**
+ Six (6) years of experience in financial management overseeing financial statements and shepherding financial resources to achieve organizational objectives over time.
+ **Three (3) years of demonstrated leadership experience, including deploying personnel and resources in the department with respect to hiring, promoting, evaluating, training and retention of department staff.**
+ Command of theories of credit risk analysis and good business management.
+ **Familiarity with general accepted accounting principles.**
+ **Skill in strategic planning, budgeting, and forecasting processes.**
+ Demonstrated communication skills, including ability to comprehend and communicate complex financial information in plain language.
**Preferred Qualifications**
+ Masters of Business Administration.
+ Certified Public Accountant and/or Chartered Financial Analyst.
+ Experience managing the finance function(s) at a housing finance agency, a unit of government, or a non-profit.
**Physical Requirements**
Requires moving office items such as file folders and small office tools.
A certain amount of walking and standing is often necessary in carrying out job duties.
**Additional Requirements**
This position requires successful completion of the following:
+ Reference Checks.
+ Job related background checks.
+ Conflict of Interest Disclosure.
AN EQUAL OPPORTUNITY EMPLOYER
Minnesota State Colleges and Universities is an Equal Opportunity employer/educator committed to the principles of diversity. We prohibit discrimination against qualified individuals based on their race, sex, color, creed, religion, age, national origin, disability, protected veteran status, marital status, status with regard to public assistance, sexual orientation, gender identity, gender expression, or membership in a local commission as defined by law. As an affirmative action employer, we actively seek and encourage applications from women, minorities, persons with disabilities, and individuals with protected veteran status.
Reasonable accommodations will be made to all qualified applicants with disabilities. If you are an individual with a disability who needs assistance or cannot access the online job application system, please contact the job information line at or email . Please indicate what assistance is needed.
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Account Executive - Agency Sales

Los Angeles, California The Nielsen Company

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Job Description

Job Description

Company Description

At Nielsen, we are passionate about our work to power a better media future for all people by providing powerful insights that drive client decisions and deliver extraordinary results. Our talented, global workforce is dedicated to capturing audience engagement with content - wherever and whenever it’s consumed. Together, we are proudly rooted in our deep legacy as we stand at the forefront of the media revolution. When you join Nielsen, you will join a dynamic team committed to excellence, perseverance, and the ambition to make an impact together. We champion you, because when you succeed, we do too. We enable your best to power our future.

Job Description

Position Overview: We are seeking a driven and strategic Agency Sales Account Executive to join our team. In this individual contributor role, you will be responsible for selling Nielsen’s Audience Measurement products and services to U.S. Advertising Agencies. The responsibilities include sales of our audience measurement services, growing new and existing relationships across internal/external stakeholders while demonstrating Nielsen’s value.  In this role, you will take ownership of managing the client relationship by supporting existing products,conducting meetings and discovering new opportunities and uncovering net-new clients and opportunities. You will collaborate closely with management and internal teams, specialist sellers, and cross-functional teams to provide innovative, data-driven solutions that address clients' marketing and business challenges.

This position will require being on-site at Client locations.

Sales and Business Development:

  • Drive sales growth by developing and executing strategies to acquire, retain, and grow relationships with advertising agencies in an assigned territory.

  • Develop and manage a sales pipeline, identifying new business opportunities while maintaining and growing existing client relationships.

  • Conduct in person and video sales meetings.

  • Understand client needs and leverage Nielsen’s audience measurement solutions (TV, digital, cross-platform, audio, competitive data) to provide actionable insights and recommendations.

  • Achieve sales and strategic objectives, including revenue targets and KPIs, by promoting Nielsen's data services to clients.

  • CRM Management: Maintain a detailed and accurate sales pipeline in Salesforce, ensuring data integrity for sales reporting and forecasting. Deliver collaborative solutions through the use of Nielsen’s audience measurement tools to solve strategic marketing and advertising challenges.

  • Collaborate with internal teams, including Client Success, Analytics, Product, Sales Operation and Data Science to manage the sales cycle and ensure client satisfaction.

  • Stay informed on key industry topics such as addressable advertising, programmatic buying, attribution measurement, and data-driven planning to effectively communicate with clients and stay ahead of market trends.

  • Represent Nielsen at industry events, client meetings, and conferences, positioning the company as a thought leader in audience measurement.

Qualifications

  • A minimum of a Bachelor’s degree and at least 5 years of professional experience in a sales or business development role, ideally within the advertising, media, or data-driven marketing industries.

  • Proven experience selling in the media industry.  Sales experience with audience measurement services or data-driven marketing solutions to brands, agencies and media planners is a plus.

  • Ability to understand client needs and craft tailored solutions that leverage Nielsen's audience measurement tools.

  • Strong organizational skills, with the ability to manage multiple opportunities in a fast-paced, high-growth environment under tight deadlines. Knowledge of Salesforce is a plus.

  • A collaborative spirit, growth mindset,  team player, eager to learn and grow and self-motivated.

#LI-LS1



Additional Information

Enabling your best to power a better media future. Our comprehensive benefits package (including health & wellness plans, 401(k) retirement coupled with a Nielsen match, a generous paid time off policy, company provided car for those who qualify, and if eligible, a discretionary incentive/bonus) is designed to be inclusive for all employees and families, and we take pride in ensuring that employees are rewarded holistically for the role they are doing and their performance.

A reasonable estimated salary range for a new employee has been provided. It would be adjusted based on each employee's geographic location. The position of each employee within a compensation range at Nielsen is dependent on several individual circumstances, such as experience, training, certifications and other business requirements/needs.

Nielsen makes hiring decisions without regard to disability status, protected veteran status, or membership in any other protected class.

Please be aware that job-seekers may be at risk of targeting by scammers seeking personal data or money. Nielsen recruiters will only contact you through official job boards, LinkedIn, or email with a nielsen.com domain. Be cautious of any outreach claiming to be from Nielsen via other messaging platforms or personal email addresses. Always verify that email communications come from an @nielsen.com address. If you're unsure about the authenticity of a job offer or communication, please contact Nielsen directly through our official website or verified social media channels.

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Specialist, Strategic Planning

06132 Hartford, Connecticut Lincoln Financial

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**Alternate Locations:** Radnor, PA (Pennsylvania); Charlotte, NC (North Carolina); Fort Wayne, IN (Indiana); Greensboro, NC (North Carolina); Hartford, CT (Connecticut); Omaha, NE (Nebraska)
**Work Arrangement:**
Hybrid Preferred : Preferred employee will work 3 days a week in a Lincoln office
**Relocation assistance:** is not available for this opportunity.
**Requisition #:** 74489
**The Role at a Glance**
This role will perform and deliver on routine assignments/projects while simultaneously leveraging and applying knowledge of their assigned area(s). They will support management & team in business-related strategic planning activities including working with internal stakeholders to integrate the deliverables into project plans.
**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 (e.g. 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
+ 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 $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.
**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 Distributors, a broker-dealer, is the wholesale distribution organization of Lincoln Financial. 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 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.
Follow us on Facebook ( , X ( , LinkedIn ( , Instagram ( , and YouTube ( . For the latest company news, visit our newsroom ( .
**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 are considered property of Lincoln Financial and are not subject to payment of agency fees.
Lincoln Financial 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 .
This Employer Participates in E-Verify. See the E-Verify ( notices.
Este Empleador Participa en E-Verify. Ver el E-Verify ( avisos.
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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Strategic Planning Manager

33765 Clearwater, Florida BayCare Health System

Posted today

Job Viewed

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Job Description

At BayCare, we are proud to be one of the largest employers in the Tampa Bay area. Our network consists of 16 community-based hospitals, a long-term acute care facility, home health services, outpatient centers and thousands of physicians. With the support of more than 30,000 team members, we promote a forward-thinking philosophy that's built on a foundation of trust, dignity, respect, responsibility and clinical excellence.
The **Strategic Planning Manager** acts as an internal consultant and facilitator for overall Strategic Planning activities and processes relevant to the BayCare Health System. Areas of focus include BayCare Health System's various divisions (e.g. ambulatory, inpatient, physician, homecare, post-acute, nursing, pharmacy), system-wide service lines, associated hospitals (e.g., general acute, tertiary, behavioral health) and an employed multispecialty physician group.
**Responsibilities:**
+ Leading senior management in the design and implementation of project plans to frame our health system strategic initiatives, and meet deliverables and target deadlines, managing multi-disciplinary strategic planning projects ranging from single projects to complex engagements with multiple workstreams for the development of plans in support of service lines, hospitals, and other areas of the care continuum.
+ Analyzing current and future market and population data, synthesizing business intelligence, industry and market trends/data into information and knowledge to drive strategic decision making.
+ Supporting analyses of business development opportunities, conducting future geographic footprint studies including prioritization for key components of the care continuum (e.g. physician, ambulatory, inpatient).
+ Supporting the strategic study component of evaluating potential joint ventures and acquisitions, developing historical, current and projected market and facility demand for healthcare services, completing physician community and strategic manpower analyses.
+ Monitoring and reporting State regulatory activities, and supporting community health needs assessment activities.
+ In the management of the activities above, the Strategic Planning Manager, in coordination with their direct supervisor and other strategic planning managers, may train, supervise, mentor and manage the performance of the other team members in the department.
+ Required specific skills also includes excellent facilitation and analytical skills.
**Requirements:**
**Education:**
+ Required - Bachelor's Business or Healthcare related fields
+ Preferred - Master's Healthcare related field
**Experience:**
+ Required - 5 years Multihospital/Integrated Healthcare Delivery System
+ Required - 5 years Strategic Planning
+ Preferred - 7 years Strategic Planning Multihospital/Integrated Healthcare Delivery System
**Specific Skills:**
+ Interpersonal skills; Analytical Skills
+ Knowledge of regulatory standards appropriate to position
+ Work independently; Ability to work in a fast paced environment
+ Excellent Multi-tasking skills; Work with a team
+ Written and verbal communication skills
+ Microsoft Office skills - advanced Excel required
+ Presentation skills; Organizational skills; Project management skills
+ Ability to handle sensitive and confidential information and situations
+ Ability to interact with diverse groups and levels of the organization-from executive management to director, manager, supervisior
+ Business and strategic data management skills
+ Ability to meet aggressive deadlines
+ Proficiency with strategic planning decision support systems (e.g., Sg2, Advisory Board or equivalent)
**Benefits:**
BayCare offers a competitive total reward package including benefits, paid time off, tuition reimbursement, 401k match and additional yearly contribution, yearly performance appraisals with merit increases, yearly team award bonus, community discounts and the chance to be part of an amazing team and a great place to work!
**Location:** **Clearwater, Florida**
**Status:** **Full Time, Exempt: Yes**
**Shift Hours:** **8:00AM - 5:00PM**
**Does this position fall under CMS guidelines for COVID19 vaccine or exemption?** **: Yes - CMS Requirements Apply**
**How often will this team member be working remotely?** Hybrid
**Position** Strategic Planning Manager
**Location** Clearwater:BayCare Sys Office West | Leadership | Full Time
**Req ID** 104632
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Specialist, Strategic Planning

46802 Fort Wayne, Indiana Lincoln Financial

Posted today

Job Viewed

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Job Description

**Alternate Locations:** Radnor, PA (Pennsylvania); Charlotte, NC (North Carolina); Fort Wayne, IN (Indiana); Greensboro, NC (North Carolina); Hartford, CT (Connecticut); Omaha, NE (Nebraska)
**Work Arrangement:**
Hybrid Preferred : Preferred employee will work 3 days a week in a Lincoln office
**Relocation assistance:** is not available for this opportunity.
**Requisition #:** 74489
**The Role at a Glance**
This role will perform and deliver on routine assignments/projects while simultaneously leveraging and applying knowledge of their assigned area(s). They will support management & team in business-related strategic planning activities including working with internal stakeholders to integrate the deliverables into project plans.
**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 (e.g. 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
+ 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 $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.
**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 Distributors, a broker-dealer, is the wholesale distribution organization of Lincoln Financial. 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 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.
Follow us on Facebook ( , X ( , LinkedIn ( , Instagram ( , and YouTube ( . For the latest company news, visit our newsroom ( .
**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 are considered property of Lincoln Financial and are not subject to payment of agency fees.
Lincoln Financial 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 .
This Employer Participates in E-Verify. See the E-Verify ( notices.
Este Empleador Participa en E-Verify. Ver el E-Verify ( avisos.
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.
View Now

Specialist, Strategic Planning

27413 Greensboro, North Carolina Lincoln Financial

Posted 4 days ago

Job Viewed

Tap Again To Close

Job Description

**Alternate Locations:** Radnor, PA (Pennsylvania); Charlotte, NC (North Carolina); Fort Wayne, IN (Indiana); Greensboro, NC (North Carolina); Hartford, CT (Connecticut); Omaha, NE (Nebraska)
**Work Arrangement:**
Hybrid Preferred : Preferred employee will work 3 days a week in a Lincoln office
**Relocation assistance:** is not available for this opportunity.
**Requisition #:** 74489
**The Role at a Glance**
This role will perform and deliver on routine assignments/projects while simultaneously leveraging and applying knowledge of their assigned area(s). They will support management & team in business-related strategic planning activities including working with internal stakeholders to integrate the deliverables into project plans.
**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 (e.g. 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
+ 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 $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.
**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 Distributors, a broker-dealer, is the wholesale distribution organization of Lincoln Financial. 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 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.
Follow us on Facebook ( , X ( , LinkedIn ( , Instagram ( , and YouTube ( . For the latest company news, visit our newsroom ( .
**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 are considered property of Lincoln Financial and are not subject to payment of agency fees.
Lincoln Financial 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 .
This Employer Participates in E-Verify. See the E-Verify ( notices.
Este Empleador Participa en E-Verify. Ver el E-Verify ( avisos.
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.
View Now

Specialist, Strategic Planning

28230 Charlotte, North Carolina Lincoln Financial

Posted 4 days ago

Job Viewed

Tap Again To Close

Job Description

**Alternate Locations:** Radnor, PA (Pennsylvania); Charlotte, NC (North Carolina); Fort Wayne, IN (Indiana); Greensboro, NC (North Carolina); Hartford, CT (Connecticut); Omaha, NE (Nebraska)
**Work Arrangement:**
Hybrid Preferred : Preferred employee will work 3 days a week in a Lincoln office
**Relocation assistance:** is not available for this opportunity.
**Requisition #:** 74489
**The Role at a Glance**
This role will perform and deliver on routine assignments/projects while simultaneously leveraging and applying knowledge of their assigned area(s). They will support management & team in business-related strategic planning activities including working with internal stakeholders to integrate the deliverables into project plans.
**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 (e.g. 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
+ 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 $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.
**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 Distributors, a broker-dealer, is the wholesale distribution organization of Lincoln Financial. 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 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.
Follow us on Facebook ( , X ( , LinkedIn ( , Instagram ( , and YouTube ( . For the latest company news, visit our newsroom ( .
**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 are considered property of Lincoln Financial and are not subject to payment of agency fees.
Lincoln Financial 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 .
This Employer Participates in E-Verify. See the E-Verify ( notices.
Este Empleador Participa en E-Verify. Ver el E-Verify ( avisos.
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.
View Now
 

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  41. sports_soccer Leisure & Sports
  42. inventory_2 Logistics & Warehousing
  43. supervisor_account Management
  44. supervisor_account Management Consultancy
  45. supervisor_account Manufacturing & Production
  46. campaign Marketing
  47. build Mechanical Engineering
  48. perm_media Media & PR
  49. local_hospital Medical
  50. local_hospital Military & Public Safety
  51. local_hospital Mining
  52. medical_services Nursing
  53. local_gas_station Oil & Gas
  54. biotech Pharmaceutical
  55. checklist_rtl Project Management
  56. shopping_bag Purchasing
  57. home_work Real Estate
  58. person_search Recruitment Consultancy
  59. store Retail
  60. point_of_sale Sales
  61. science Scientific Research & Development
  62. wifi Telecoms
  63. psychology Therapy
  64. pets Veterinary
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