Sr. Consultant, Competitive Intelligence

Sr. Consultant, Competitive Intelligence As part of the Competitive Intelligence team within Investor Relations, you will deliver insight into peer financial performance, areas of strategic emphasis, transaction activity, and competitive positioning. You will analyze peer results, distill analyst commentary, monitor market events, and deliver concise, data driven insights to stakeholders across the enterprise. Success in this role requires a corporate finance background, strong financial modeling skills, and an ability to turn data into a succinct narrative. You will collaborate with business unit strategy leaders across Life, Annuities, Retirement Plan Services, and Group Protection to craft clear messaging derived from enterprise-wide competitive insights. Peer Financial Analysis & Benchmarking: Leading earnings call coverage and producing concise summaries of financial performance, guidance, and analyst Q&A themes. Delivering rapid debriefs of peer earnings calls with an emphasis on extracting key metrics to evaluate Lincoln's performance and that of its businesses relative to peers. Tracking historical and forward-looking valuation multiples, leveraging analyst models and peer benchmarking to explain movements and derive insights. Identifying and analyzing trends in competitor actions and interpreting competitors' motives and strategies. Conducting rigorous research and providing subject matter expertise on financial results and strategic initiatives across the competitive landscape to deliver thought leadership content. Proactively identifying and closing gaps in data, coverage, and methodology, leveraging the team's tools and data sources to validate results and strengthen conclusions. Market Intelligence & Event Monitoring: Producing bi-weekly market intelligence briefings for stakeholders across the enterprise. Monitoring market events that may impact the competitive landscape, including reinsurance transactions, capital markets activity, and regulatory developments, and articulating the implications for Lincoln. Distilling themes and sentiment from company disclosures and analyst research, with a focus on operating developments and capital allocation. Establishing and maintaining alerts for major peer news and disclosures, analyzing emerging trends, and delivering timely, executive ready insights to senior leadership. Collaborative Messaging: Contributing competitive context for Board and leadership materials and translating competitive insights into clear messaging and talking points. Collaborating with Market Insights, Product, Finance, and business unit leaders to identify and communicate critical trends. Serving as a subject matter expert to internal and external stakeholders regarding a broad variety of competitive insights. Building and maintaining relationships to sustain an advanced understanding of Lincoln's strategy and performance relative to peers. Analytics & Process Improvement: Enhancing automated reporting using tools such as FactSet and Visible Alpha. Evaluating and embracing new resources to expand analytics, standardize workflows, and accelerate insight delivery. Supporting change management and enterprise initiatives by building a feedback loop to capture insights and enhance deliverables. What we're looking for: Bachelors degree with a concentration in Finance, Accounting, Business, Economics (Required) 5 7+ Years experience in insurance industry or similar role. (Required) Application Deadline: Applications for this position will be accepted through December 16, 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 Lincolns 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 $93,300 - $169,700 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 Lincolns 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 Lincolns 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.

Created: 2026-03-07