Sr. Consultant, Portfolio Planning Mgmt

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

Work Arrangement:

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

Relocation assistance: is not available for this opportunity.

Requisition #: 76388

The Role at a Glance

As a Sr. Consultant, Portfolio Planning Management, you will drive domain-level portfolio planning, prioritization, capacity, and roadmapping efforts that keep our initiatives aligned to enterprise strategy and focused on measurable value. You will partner closely with portfolio leaders, business enablement teams, and technology teams to translate strategic priorities into a clear, well-sequenced roadmap.

This is not a traditional planning or reporting role — you will operate as a strategic partner across the WPS Finance & Risk portfolio, surfacing interdependencies between portfolios and value streams (including their potential financial impacts), driving accountability for committed objectives, and helping resolve roadblocks that threaten delivery.

You may also mentor other portfolio or project management professionals, sharing your expertise to strengthen planning discipline and elevate delivery capability across the organization.

What you'll be doing

• Lead domain-level portfolio planning, prioritization, capacity, and roadmapping efforts, while supporting broader portfolio-level strategy development
• Facilitate domain-level prioritization through close consultation with business enablement and technology teams
• Understand the interdependencies between portfolios and value streams, including potential financial impacts, and engage portfolio leaders to maintain a strategic enterprise focus
• Support development of work requests and proposed initiative planning and sequencing
• Drive accountability across portfolios to achieve committed objectives (OKRs) within established timeframes, capacity, and budget
• Enable domain transparency by ensuring domain strategies and roadmaps are clearly defined and shared with stakeholders
• Manage domain- and portfolio-level risks, issues, and dependencies, mitigating proactively and escalating quickly to the appropriate stakeholders when needed
• Partner with Finance and peers to manage spend and track progress against benefits realization targets
• Help overcome roadblocks throughout the planning and execution process, and recommend mitigation steps and alternatives to resource constraints to maximize portfolio efficiency
• Deliver domain-level updates at all levels of the organization, including preparing supporting materials such as slides and financial summaries
• Provide subject matter expertise and guidance on complex assignments, alternative approaches, and solutions to meet business objectives
• Foster agile operating model planning and ceremonies, and promote communication and alignment across business, enablement, and technology teams
• Champion change management and process improvements that raise quality and capability across the team, department, and business unit
• Maintain awareness of emerging portfolio management trends, assess their impact, and collaborate with senior management to incorporate them into current and future solutions
• Serve as a mentor, sharing portfolio management expertise with team members and peers

What we’re looking for

Must-Haves:

• Proven experience leading domain- or portfolio-level planning, prioritization, and roadmapping in complex, cross-functional environments
• 5–7+ years of project, program, or portfolio management experience aligned to the responsibilities of this role
• Demonstrated ability to connect portfolio and initiative outcomes to broader business and enterprise strategy
• Experience managing risks, issues, and dependencies across multiple portfolios or value streams, with sound judgment on when and how to escalate
• Track record partnering with Finance or similar functions to manage spend and track progress against benefits realization targets
• Strong communication and presentation skills, with demonstrated ability to influence at all levels of management through clear, informed, logical discussions
• Ability to analyze complex information, evaluate the implications of a course of action, and apply sound judgment in ambiguous situations
• Comfort applying quantitative concepts such as probability, statistics, averages, variances, ratios, and proportions to practical portfolio decisions
• Demonstrated relationship-management skills with senior leaders, peers, and cross-functional colleagues; proven ability to find common ground and influence outcomes without direct authority
• Successful track record balancing and coordinating multiple initiatives in a time-sensitive environment, under pressure and against deadlines
• Bachelor’s degree or equivalent work experience (4 years of experience in lieu of degree)

Nice-to-haves:

• Certified Project Management Professional (PMP) or equivalent portfolio/agile certification
• Experience with agile operating model planning and ceremonies
• Proficiency with Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)
• Curiosity and interest in emerging technologies, including AI, with a willingness to explore how they can enhance portfolio planning and business outcomes
• Willingness to travel regionally, up to 10%, as needed

Application Deadline

Applications for this position will be accepted through 9/25/26, 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 $106,875 - $171,000 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 an inclusive environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.

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 View email address on aiapply.co 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 ("Lincoln" or "the Company") 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, age, national origin or disability. Opportunities throughout Lincoln are available to employees and 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 View phone number on aiapply.co.

This Employer Participates in E-Verify. See the E-Verify notices.

Este Empleador Participa en E-Verify. Ver el E-Verify avisos.