2,893 Research Strategist jobs in the United States

Market Research Strategist

02298 Boston, Massachusetts MFS Investment Management

Posted 7 days ago

Job Viewed

Tap Again To Close

Job Description

At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters - to us as valued professionals and to the millions of people and institutions who rely on us to help them build more secure and prosperous futures.

THE ROLE
The Market Research Strategist leads the development and application of primary, secondary and strategic market research globally. Partnering with the Senior Manager, he or she actively participates in developing, analyzing and presenting research insights to aid in the understanding of market opportunities, competitive positioning, industry trends, and marketing/sales strategy execution across all channels and markets.

WHAT YOU WILL DO

  • Collaborates with internal business partners, including senior leadership, to clearly identify and articulate the business issues and recommends quantitative, qualitative and secondary research methodologies to achieve desired objectives. Provides input towards and implements the market research functional strategy.
  • Develops RFPs, evaluates third-party research proposals to identify appropriate solutions within budget/resource constraints, and manages third party vendors throughout the project lifecycle.
  • Executes all aspects of primary market research projects including questionnaire development, sample procurement, fieldwork, data tabulation/coding, analysis and reporting. Leads smaller research projects independently and seeks guidance for when necessary.
  • Partners closely with internal stakeholders and centers of excellence within distribution to identify areas of inquiry and key research deliverables (internal and external).
  • Provides on-going communication and reporting (e.g., schedules, field updates, interim reports, etc.) to senior leadership and internal business stakeholders.
  • Conducts in-depth data analysis using traditional and advanced methods (using statistical software when needed).
  • Prepares detailed research reports, presentations and ad-hoc deliverables, summarizing key findings, implications and recommendations.
  • Presents research insights to key stakeholders across the organization, including senior leadership.
  • Addresses ad-hoc research requests from business partners by synthesizing insights from third-party research reports and publications.
  • Maintains internal market research library and communicates with key stakeholders when new research becomes available.
  • Coordinates third-party consultant presentations and collaborations when requested.
WHAT WE ARE LOOKING FOR
  • Bachelor's degree. MBA or other advanced degree preferred.
  • Minimum of 6-8+ years' experience in market research, marketing or other analytic roles, with at least 2 of those years working within investment management or financial services sectors.
  • Project management experience with proven ability to organize and coordinate multiple projects simultaneously and meet competing deadlines.
  • Excellent verbal and written communication skills. Accustomed to and comfortable working with and presenting to senior executives.
  • Superb business judgment, problem solving and organizational skills. Hands-on,highly motivated self-starter.
  • Willingness to travel to attend applicable project, industry, conferences, and other sales meetings.
  • Strong interpersonal skills and the ability to pay particular attention to all project details are critical.
  • Proficiency in MS Office products to include MS Excel, PowerPoint and Word.
  • Working knowledge of statistical techniques, and experience with statistical software such as SPSS or SAS.
PREFERRED SKILLS, QUALIFICATIONS & EXPERIENCE
  • Familiarity with financial investment products and solutions (e.g., mutual funds, ETFs, SMAs, etc.).
  • Prior experience with survey programming and CX measurement platforms (e.g., Decipher, Forsta Surveys, Confirmit, Qualtrics, Medallia, etc.).
  • Prior experience with data visualization tools and applications (e.g., Tableau, BI platforms, etc.).
Salary Range: $76,500 to $09,500

This position is eligible for competitive incentive bonus.

At MFS, we believe in fair and transparent compensation. For that reason, we're including the salary range for this position. This range reflects our good-faith expectation for what we'll pay depending on the candidate's experience, training and education. In addition to the salary, we also offer significant and competitive incentive compensation based on both individual and company performance. Other components of our Total Rewards Package include:
  • MFS contributes an amount equal to 15% of your base salary to your retirement account that is separate from the company-sponsored 401(k)
  • Education Assistance:
    • MFS contributes 100 monthly up to 10,000 lifetime maximum directly to loan provider
    • Tuition reimbursement up to 8,000 annually
    • Access to discounted tutors and college coaches
  • Generous time off and fully paid leaves including 20-weeks for maternity, 12-weeks for parental and caregiver leaves
  • Choice of medical and dental plans and an and an employer contribution into the Health Savings Account
  • Tax deferred commuter benefits & flexible spending accounts (medical & dependent care)
  • Robust Mental Health Resources including 8 free therapy appointments
  • Various work/life balance support and wellbeing programs
Our compensation philosophy is to pay competitively for talent while ensuring equity across employees performing comparable work. We are committed to transparency - if you have questions about how we arrived at this range or what additional benefits and bonus opportunities come with the role, we'll be happy to discuss them.

#LI-JN1

#LI-HYBRID

At MFS, we are dedicated to building a diverse, inclusive and authentic workplace. If you are excited about this role but your past experience doesn't align perfectly, we encourage you to apply - you might be just the right candidate for this role or others.

What we offer:
  • Generous time-off provided: including "Responsible time off" for many roles, paid company holidays when the US Stock Exchange is closed, plus paid volunteer time
  • Family Focus: Up to 20 weeks of paid leave for new parents, back-up care program, dependent care flexible spending account, adoption assistance, generous caregiver leave
  • Health and Welfare: Competitive medical, vision and dental plans, plus tax-free health savings accounts with company contributions
  • Wellness Programs: Robust wellness webinars, employee assistance program, gym reimbursement through our medical plans, fitness center discounts and more
  • Life & Disability Benefits: Company-paid basic life insurance and short-term disability
  • Financial Benefits: 401(k) savings plan, Defined Contribution plan- 15% of base salary invested into the Plan, competitive total compensation programs


MFS is a hybrid work environment (remote/onsite) unless otherwise stated in the job posting.

If any applicant is unable to complete an application or respond to a job opening because of a disability, please contact MFS at or email for assistance.

MFS is an Equal Opportunity Employer and it is our policy to not discriminate against any employee or applicant for employment because of race, color, religion, sex, national origin, age, marital status, sexual orientation, gender identity, genetic information, disability, veteran status, or any other status protected by federal, state or local laws. Employees and applicants of MFS will not be subject to harassment on the basis of their status. Additionally, retaliation, including intimidation, threats, or coercion, because an employee or applicant has objected to discrimination, engaged or may engage in filing a complaint, assisted in a review, investigation, or hearing or have otherwise sought to obtain their legal rights under any Federal, State, or local EEO law is prohibited. Please see the Know Your Rights: Workplace Discrimination is Illegal document, linked for your reference.
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Market Research Strategist

02298 Boston, Massachusetts MFS Investment Management

Posted 10 days ago

Job Viewed

Tap Again To Close

Job Description

At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters - to us as valued professionals and to the millions of people and institutions who rely on us to help them build more secure and prosperous futures.


THE ROLE
The Market Research Strategist leads the development and application of primary, secondary and strategic market research globally. Partnering with the Senior Manager, he or she actively participates in developing, analyzing and presenting research insights to aid in the understanding of market opportunities, competitive positioning, industry trends, and marketing/sales strategy execution across all channels and markets.

WHAT YOU WILL DO

  • Collaborates with internal business partners, including senior leadership, to clearly identify and articulate the business issues and recommends quantitative, qualitative and secondary research methodologies to achieve desired objectives. Provides input towards and implements the market research functional strategy.

  • Develops RFPs, evaluates third-party research proposals to identify appropriate solutions within budget/resource constraints, and manages third party vendors throughout the project lifecycle.

  • Executes all aspects of primary market research projects including questionnaire development, sample procurement, fieldwork, data tabulation/coding, analysis and reporting. Leads smaller research projects independently and seeks guidance for when necessary.

  • Partners closely with internal stakeholders and centers of excellence within distribution to identify areas of inquiry and key research deliverables (internal and external).

  • Provides on-going communication and reporting (e.g., schedules, field updates, interim reports, etc.) to senior leadership and internal business stakeholders.

  • Conducts in-depth data analysis using traditional and advanced methods (using statistical software when needed).

  • Prepares detailed research reports, presentations and ad-hoc deliverables, summarizing key findings, implications and recommendations.

  • Presents research insights to key stakeholders across the organization, including senior leadership.

  • Addresses ad-hoc research requests from business partners by synthesizing insights from third-party research reports and publications.

  • Maintains internal market research library and communicates with key stakeholders when new research becomes available.

  • Coordinates third-party consultant presentations and collaborations when requested.

WHAT WE ARE LOOKING FOR

  • Bachelor's degree. MBA or other advanced degree preferred.

  • Minimum of 6-8+ years' experience in market research, marketing or other analytic roles, with at least 2 of those years working within investment management or financial services sectors.

  • Project management experience with proven ability to organize and coordinate multiple projects simultaneously and meet competing deadlines.

  • Excellent verbal and written communication skills. Accustomed to and comfortable working with and presenting to senior executives.

  • Superb business judgment, problem solving and organizational skills. Hands-on,highly motivated self-starter.

  • Willingness to travel to attend applicable project, industry, conferences, and other sales meetings.

  • Strong interpersonal skills and the ability to pay particular attention to all project details are critical.

  • Proficiency in MS Office products to include MS Excel, PowerPoint and Word.

  • Working knowledge of statistical techniques, and experience with statistical software such as SPSS or SAS.

PREFERRED SKILLS, QUALIFICATIONS & EXPERIENCE

  • Familiarity with financial investment products and solutions (e.g., mutual funds, ETFs, SMAs, etc.).

  • Prior experience with survey programming and CX measurement platforms (e.g., Decipher, Forsta Surveys, Confirmit, Qualtrics, Medallia, etc.).

  • Prior experience with data visualization tools and applications (e.g., Tableau, BI platforms, etc.).

Salary Range: $76,500 to $09,500

This position is eligible for competitive incentive bonus.

At MFS, we believe in fair and transparent compensation. For that reason, we're including the salary range for this position. This range reflects our good-faith expectation for what we'll pay depending on the candidate's experience, training and education. In addition to the salary, we also offer significant and competitive incentive compensation based on both individual and company performance. Other components of our Total Rewards Package include:

  • MFS contributes an amount equal to 15% of your base salary to your retirement account that is separate from the company-sponsored 401(k)

  • Education Assistance:

    • MFS contributes 100 monthly up to 10,000 lifetime maximum directly to loan provider

    • Tuition reimbursement up to 8,000 annually

    • Access to discounted tutors and college coaches

  • Generous time off and fully paid leaves including 20-weeks for maternity, 12-weeks for parental and caregiver leaves

  • Choice of medical and dental plans and an and an employer contribution into the Health Savings Account

  • Tax deferred commuter benefits & flexible spending accounts (medical & dependent care)

  • Robust Mental Health Resources including 8 free therapy appointments

  • Various work/life balance support and wellbeing programs

Our compensation philosophy is to pay competitively for talent while ensuring equity across employees performing comparable work. We are committed to transparency - if you have questions about how we arrived at this range or what additional benefits and bonus opportunities come with the role, we'll be happy to discuss them.

#LI-JN1

#LI-HYBRID

At MFS, we are dedicated to building a diverse, inclusive and authentic workplace. If you are excited about this role but your past experience doesn't align perfectly, we encourage you to apply - you might be just the right candidate for this role or others.

What we offer:
  • Generous time-off provided: including "Responsible time off" for many roles, paid company holidays when the US Stock Exchange is closed, plus paid volunteer time
  • Family Focus: Up to 20 weeks of paid leave for new parents, back-up care program, dependent care flexible spending account, adoption assistance, generous caregiver leave
  • Health and Welfare: Competitive medical, vision and dental plans, plus tax-free health savings accounts with company contributions
  • Wellness Programs: Robust wellness webinars, employee assistance program, gym reimbursement through our medical plans, fitness center discounts and more
  • Life & Disability Benefits: Company-paid basic life insurance and short-term disability
  • Financial Benefits: 401(k) savings plan, Defined Contribution plan- 15% of base salary invested into the Plan, competitive total compensation programs

MFS is a hybrid work environment (remote/onsite) unless otherwise stated in the job posting.

If any applicant is unable to complete an application or respond to a job opening because of a disability, please contact MFS at or email for assistance.

MFS is an Equal Opportunity Employer and it is our policy to not discriminate against any employee or applicant for employment because of race, color, religion, sex, national origin, age, marital status, sexual orientation, gender identity, genetic information, disability, veteran status, or any other status protected by federal, state or local laws. Employees and applicants of MFS will not be subject to harassment on the basis of their status. Additionally, retaliation, including intimidation, threats, or coercion, because an employee or applicant has objected to discrimination, engaged or may engage in filing a complaint, assisted in a review, investigation, or hearing or have otherwise sought to obtain their legal rights under any Federal, State, or local EEO law is prohibited. Please see the Know Your Rights: Workplace Discrimination is Illegal document, linked for your reference.

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Market Research Strategist (Boston)

02115 Boston, Massachusetts Investor Strides LLC

Posted 12 days ago

Job Viewed

Tap Again To Close

Job Description

full time

Job Listing Summary

Market Research Strategist

Location: Boston, United States

Company: 001 Mass Financial Services

Employment Type: Full-Time

Date Posted: July 9, 2025

Valid Through: September 9, 2025

Role Overview

The Market Research Strategist leads the development and application of market research globally, collaborating with internal partners to analyze and present insights that inform business strategies.

Key Responsibilities
  • Collaborate with internal business partners to identify business issues and recommend research methodologies.
  • Implement the market research functional strategy and manage third-party vendors.
  • Execute primary market research projects, including questionnaire development and data analysis.
  • Prepare detailed research reports and presentations for stakeholders.
  • Conduct in-depth data analysis using statistical methods and software.
  • Maintain the internal market research library and coordinate third-party presentations.
Required Experience
  • 6-8+ years in market research, marketing, or analytic roles.
  • At least 2 years in investment management or financial services sectors.
  • Project management experience with the ability to manage multiple projects.
Qualifications
  • Bachelor's degree; MBA or advanced degree preferred.
  • Excellent verbal and written communication skills.
  • Proficiency in MS Office, especially Excel, PowerPoint, and Word.
  • Working knowledge of statistical techniques and software (e.g., SPSS, SAS).
Preferred Skills
  • Familiarity with financial investment products (e.g., mutual funds, ETFs).
  • Experience with survey programming and CX measurement platforms.
  • Experience with data visualization tools (e.g., Tableau).
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View Now

Market Research Strategist (Boston)

02129 Boston, Massachusetts MFS Investment Management

Posted 12 days ago

Job Viewed

Tap Again To Close

Job Description

full time

Join to apply for the Market Research Strategist role at MFS Investment Management

22 hours ago Be among the first 25 applicants

Join to apply for the Market Research Strategist role at MFS Investment Management

At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters to us as valued professionals and to the millions of people and institutions who rely on us to help them build more secure and prosperous futures.

THE ROLE

The Market Research Strategist leads the development and application of primary, secondary and strategic market research globally. Partnering with the Senior Manager, he or she actively participates in developing, analyzing and presenting research insights to aid in the understanding of market opportunities, competitive positioning, industry trends, and marketing/sales strategy execution across all channels and markets.

What You Will Do

  • Collaborates with internal business partners, including senior leadership, to clearly identify and articulate the business issues and recommends quantitative, qualitative and secondary research methodologies to achieve desired objectives. Provides input towards and implements the market research functional strategy.
  • Develops RFPs, evaluates third-party research proposals to identify appropriate solutions within budget/resource constraints, and manages third party vendors throughout the project lifecycle.
  • Executes all aspects of primary market research projects including questionnaire development, sample procurement, fieldwork, data tabulation/coding, analysis and reporting. Leads smaller research projects independently and seeks guidance for when necessary.
  • Partners closely with internal stakeholders and centers of excellence within distribution to identify areas of inquiry and key research deliverables (internal and external).
  • Provides on-going communication and reporting (e.g., schedules, field updates, interim reports, etc.) to senior leadership and internal business stakeholders.
  • Conducts in-depth data analysis using traditional and advanced methods (using statistical software when needed).
  • Prepares detailed research reports, presentations and ad-hoc deliverables, summarizing key findings, implications and recommendations.
  • Presents research insights to key stakeholders across the organization, including senior leadership.
  • Addresses ad-hoc research requests from business partners by synthesizing insights from third-party research reports and publications.
  • Maintains internal market research library and communicates with key stakeholders when new research becomes available.
  • Coordinates third-party consultant presentations and collaborations when requested.

What We Are Looking For

  • Bachelor's degree. MBA or other advanced degree preferred.
  • Minimum of 6-8+ years' experience in market research, marketing or other analytic roles, with at least 2 of those years working within investment management or financial services sectors.
  • Project management experience with proven ability to organize and coordinate multiple projects simultaneously and meet competing deadlines.
  • Excellent verbal and written communication skills. Accustomed to and comfortable working with and presenting to senior executives.
  • Superb business judgment, problem solving and organizational skills. Hands-on,highly motivated self-starter.
  • Willingness to travel to attend applicable project, industry, conferences, and other sales meetings.
  • Strong interpersonal skills and the ability to pay particular attention to all project details are critical.
  • Proficiency in MS Office products to include MS Excel, PowerPoint and Word.
  • Working knowledge of statistical techniques, and experience with statistical software such as SPSS or SAS.

Preferred Skills, Qualifications & Experience

  • Familiarity with financial investment products and solutions (e.g., mutual funds, ETFs, SMAs, etc.).
  • Prior experience with survey programming and CX measurement platforms (e.g., Decipher, Forsta Surveys, Confirmit, Qualtrics, Medallia, etc.).
  • Prior experience with data visualization tools and applications (e.g., Tableau, BI platforms, etc.).

At MFS, we are dedicated to building a diverse, inclusive and authentic workplace. If you are excited about this role but your past experience doesn't align perfectly, we encourage you to apply - you might be just the right candidate for this role or others.

What We Offer

  • Generous time-off provided: including Responsible time off for many roles, paid company holidays when the US Stock Exchange is closed, plus paid volunteer time
  • Family Focus: Up to 20 weeks of paid leave for new parents, back-up care program, dependent care flexible spending account, adoption assistance, generous caregiver leave
  • Health and Welfare: Competitive medical, vision and dental plans, plus tax-free health savings accounts with company contributions
  • Wellness Programs: Robust wellness webinars, employee assistance program, gym reimbursement through our medical plans, fitness center discounts and more
  • Life & Disability Benefits: Company-paid basic life insurance and short-term disability
  • Financial Benefits: 401(k) savings plan, Defined Contribution plan- 15% of base salary invested into the Plan, competitive total compensation programs

MFS is a hybrid work environment (remote/onsite) unless otherwise stated in the job posting.

If any applicant is unable to complete an application or respond to a job opening because of a disability, please contact MFS at or email for assistance.

MFS is an Equal Opportunity Employer and it is our policy to not discriminate against any employee or applicant for employment because of race, color, religion, sex, national origin, age, marital status, sexual orientation, gender identity, genetic information, disability, veteran status, or any other status protected by federal, state or local laws. Employees and applicants of MFS will not be subject to harassment on the basis of their status. Additionally, retaliation, including intimidation, threats, or coercion, because an employee or applicant has objected to discrimination, engaged or may engage in filing a complaint, assisted in a review, investigation, or hearing or have otherwise sought to obtain their legal rights under any Federal, State, or local EEO law is prohibited. Please see the Know Your Rights: Workplace Discrimination is Illegal document, linked for your reference.

Seniority level
  • Seniority level Mid-Senior level
Employment type
  • Employment type Full-time
Job function
  • Job function Research, Analyst, and Information Technology
  • Industries Investment Management

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Market Research Strategist (Boston)

02215 Boston, Massachusetts MedStar Health

Posted 12 days ago

Job Viewed

Tap Again To Close

Job Description

full time

At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters - to us as valued professionals and to the millions of people and institutions who rely on us to help them build more secure and prosperous futures.


THE ROLE
The Market Research Strategist leads the development and application of primary, secondary and strategic market research globally. Partnering with the Senior Manager, he or she actively participates in developing, analyzing and presenting research insights to aid in the understanding of market opportunities, competitive positioning, industry trends, and marketing/sales strategy execution across all channels and markets.

WHAT YOU WILL DO

  • Collaborates with internal business partners, including senior leadership, to clearly identify and articulate the business issues and recommends quantitative, qualitative and secondary research methodologies to achieve desired objectives. Provides input towards and implements the market research functional strategy.

  • Develops RFPs, evaluates third-party research proposals to identify appropriate solutions within budget/resource constraints, and manages third party vendors throughout the project lifecycle.

  • Executes all aspects of primary market research projects including questionnaire development, sample procurement, fieldwork, data tabulation/coding, analysis and reporting. Leads smaller research projects independently and seeks guidance for when necessary.

  • Partners closely with internal stakeholders and centers of excellence within distribution to identify areas of inquiry and key research deliverables (internal and external).

  • Provides on-going communication and reporting (e.g., schedules, field updates, interim reports, etc.) to senior leadership and internal business stakeholders.

  • Conducts in-depth data analysis using traditional and advanced methods (using statistical software when needed).

  • Prepares detailed research reports, presentations and ad-hoc deliverables, summarizing key findings, implications and recommendations.

  • Presents research insights to key stakeholders across the organization, including senior leadership.

  • Addresses ad-hoc research requests from business partners by synthesizing insights from third-party research reports and publications.

  • Maintains internal market research library and communicates with key stakeholders when new research becomes available.

  • Coordinates third-party consultant presentations and collaborations when requested.

WHAT WE ARE LOOKING FOR

  • Bachelor's degree. MBA or other advanced degree preferred.

  • Minimum of 6-8+ years' experience in market research, marketing or other analytic roles, with at least 2 of those years working within investment management or financial services sectors.

  • Project management experience with proven ability to organize and coordinate multiple projects simultaneously and meet competing deadlines.

  • Excellent verbal and written communication skills. Accustomed to and comfortable working with and presenting to senior executives.

  • Superb business judgment, problem solving and organizational skills. Hands-on,highly motivated self-starter.

  • Willingness to travel to attend applicable project, industry, conferences, and other sales meetings.

  • Strong interpersonal skills and the ability to pay particular attention to all project details are critical.

  • Proficiency in MS Office products to include MS Excel, PowerPoint and Word.

  • Working knowledge of statistical techniques, and experience with statistical software such as SPSS or SAS.

PREFERRED SKILLS, QUALIFICATIONS & EXPERIENCE

  • Familiarity with financial investment products and solutions (e.g., mutual funds, ETFs, SMAs, etc.).

  • Prior experience with survey programming and CX measurement platforms (e.g., Decipher, Forsta Surveys, Confirmit, Qualtrics, Medallia, etc.).

  • Prior experience with data visualization tools and applications (e.g., Tableau, BI platforms, etc.).

#LI-JN1

#LI-HYBRID

At MFS, we are dedicated to building a diverse, inclusive and authentic workplace. If you are excited about this role but your past experience doesn't align perfectly, we encourage you to apply - you might be just the right candidate for this role or others.

What we offer:
  • Generous time-off provided: including Responsible time off for many roles, paid company holidays when the US Stock Exchange is closed, plus paid volunteer time
  • Family Focus: Up to 20 weeks of paid leave for new parents, back-up care program, dependent care flexible spending account, adoption assistance, generous caregiver leave
  • Health and Welfare: Competitive medical, vision and dental plans, plus tax-free health savings accounts with company contributions
  • Wellness Programs: Robust wellness webinars, employee assistance program, gym reimbursement through our medical plans, fitness center discounts and more
  • Life & Disability Benefits: Company-paid basic life insurance and short-term disability
  • Financial Benefits: 401(k) savings plan, Defined Contribution plan- 15% of base salary invested into the Plan, competitive total compensation programs

MFS is a hybrid work environment (remote/onsite) unless otherwise stated in the job posting .

If any applicant is unable to complete an application or respond to a job opening because of a disability, please contact MFS at or email for assistance.

MFS is an Equal Opportunity Employer and it is our policy to not discriminate against any employee or applicant for employment because of race, color, religion, sex, national origin, age, marital status, sexual orientation, gender identity, genetic information, disability, veteran status, or any other status protected by federal, state or local laws. Employees and applicants of MFS will not be subject to harassment on the basis of their status. Additionally, retaliation, including intimidation, threats, or coercion, because an employee or applicant has objected to discrimination, engaged or may engage in filing a complaint, assisted in a review, investigation, or hearing or have otherwise sought to obtain their legal rights under any Federal, State, or local EEO law is prohibited. Please see the Know Your Rights: Workplace Discrimination is Illegal document, linked for your reference.

#J-18808-Ljbffr
View Now

Market Research Strategist (Boston)

02215 Boston, Massachusetts MFS Investment Management

Posted 12 days ago

Job Viewed

Tap Again To Close

Job Description

full time

At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters to us as valued professionals and to the millions of people and institutions who rely on us to help them build more secure and prosperous futures.


THE ROLE
The Market Research Strategist leads the development and application of primary, secondary and strategic market research globally. Partnering with the Senior Manager, he or she actively participates in developing, analyzing and presenting research insights to aid in the understanding of market opportunities, competitive positioning, industry trends, and marketing/sales strategy execution across all channels and markets.

WHAT YOU WILL DO

  • Collaborates with internal business partners, including senior leadership, to clearly identify and articulate the business issues and recommends quantitative, qualitative and secondary research methodologies to achieve desired objectives. Provides input towards and implements the market research functional strategy.

  • Develops RFPs, evaluates third-party research proposals to identify appropriate solutions within budget/resource constraints, and manages third party vendors throughout the project lifecycle.

  • Executes all aspects of primary market research projects including questionnaire development, sample procurement, fieldwork, data tabulation/coding, analysis and reporting. Leads smaller research projects independently and seeks guidance for when necessary.

  • Partners closely with internal stakeholders and centers of excellence within distribution to identify areas of inquiry and key research deliverables (internal and external).

  • Provides on-going communication and reporting (e.g., schedules, field updates, interim reports, etc.) to senior leadership and internal business stakeholders.

  • Conducts in-depth data analysis using traditional and advanced methods (using statistical software when needed).

  • Prepares detailed research reports, presentations and ad-hoc deliverables, summarizing key findings, implications and recommendations.

  • Presents research insights to key stakeholders across the organization, including senior leadership.

  • Addresses ad-hoc research requests from business partners by synthesizing insights from third-party research reports and publications.

  • Maintains internal market research library and communicates with key stakeholders when new research becomes available.

  • Coordinates third-party consultant presentations and collaborations when requested.

WHAT WE ARE LOOKING FOR

  • Bachelor's degree. MBA or other advanced degree preferred.

  • Minimum of 6-8+ years' experience in market research, marketing or other analytic roles, with at least 2 of those years working within investment management or financial services sectors.

  • Project management experience with proven ability to organize and coordinate multiple projects simultaneously and meet competing deadlines.

  • Excellent verbal and written communication skills. Accustomed to and comfortable working with and presenting to senior executives.

  • Superb business judgment, problem solving and organizational skills. Hands-on,highly motivated self-starter.

  • Willingness to travel to attend applicable project, industry, conferences, and other sales meetings.

  • Strong interpersonal skills and the ability to pay particular attention to all project details are critical.

  • Proficiency in MS Office products to include MS Excel, PowerPoint and Word.

  • Working knowledge of statistical techniques, and experience with statistical software such as SPSS or SAS.

PREFERRED SKILLS, QUALIFICATIONS & EXPERIENCE

  • Familiarity with financial investment products and solutions (e.g., mutual funds, ETFs, SMAs, etc.).

  • Prior experience with survey programming and CX measurement platforms (e.g., Decipher, Forsta Surveys, Confirmit, Qualtrics, Medallia, etc.).

  • Prior experience with data visualization tools and applications (e.g., Tableau, BI platforms, etc.).

#LI-JN1

#LI-HYBRID

At MFS, we are dedicated to building a diverse, inclusive and authentic workplace. If you are excited about this role but your past experience doesn't align perfectly, we encourage you to apply - you might be just the right candidate for this role or others.

What we offer:
  • Generous time-off provided: including Responsible time off for many roles, paid company holidays when the US Stock Exchange is closed, plus paid volunteer time
  • Family Focus: Up to 20 weeks of paid leave for new parents, back-up care program, dependent care flexible spending account, adoption assistance, generous caregiver leave
  • Health and Welfare: Competitive medical, vision and dental plans, plus tax-free health savings accounts with company contributions
  • Wellness Programs: Robust wellness webinars, employee assistance program, gym reimbursement through our medical plans, fitness center discounts and more
  • Life & Disability Benefits: Company-paid basic life insurance and short-term disability
  • Financial Benefits: 401(k) savings plan, Defined Contribution plan- 15% of base salary invested into the Plan, competitive total compensation programs

MFS is a hybrid work environment (remote/onsite) unless otherwise stated in the job posting .

If any applicant is unable to complete an application or respond to a job opening because of a disability, please contact MFS at or email for assistance.

MFS is an Equal Opportunity Employer and it is our policy to not discriminate against any employee or applicant for employment because of race, color, religion, sex, national origin, age, marital status, sexual orientation, gender identity, genetic information, disability, veteran status, or any other status protected by federal, state or local laws. Employees and applicants of MFS will not be subject to harassment on the basis of their status. Additionally, retaliation, including intimidation, threats, or coercion, because an employee or applicant has objected to discrimination, engaged or may engage in filing a complaint, assisted in a review, investigation, or hearing or have otherwise sought to obtain their legal rights under any Federal, State, or local EEO law is prohibited. Please see the Know Your Rights: Workplace Discrimination is Illegal document, linked for your reference.

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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.
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Specialist, Strategic Planning

06132 Hartford, Connecticut Lincoln Financial

Posted 3 days ago

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.
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Strategic Planning Manager

33765 Clearwater, Florida BayCare Health System

Posted 3 days ago

Job Viewed

Tap Again To Close

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

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
 

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