Alternate Locations: Hartford, CT (Connecticut); Charlotte, NC (North Carolina); Fort Wayne, IN (Indiana); Greensboro, NC (North Carolina); Omaha, NE (Nebraska); 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 #: 76125

The Role at a Glance

We are excited to bring on Sr. Business Analyst to join the Retail Solutions Competitive Intelligence team in a hybrid environment. We are open to candidates in the following key city locations: Charlotte (NC), Fort Wayne (IN), Greensboro (NC), Hartford (CT), Omaha (NE), or Radnor (PA).

Background Details

The Sr. Business Analyst plays a pivotal role in shaping the Competitive Intelligence team’s transition to a digital-first, data-driven operating model. You will partner closely with enterprise data, analytics, and visualization teams to onboard and manage CI-relevant data sources while driving the shift from static reporting to scalable, self-service insights. Leveraging strong analytical expertise and a collaborative approach, you will translate complex, multi-source data into clear, actionable intelligence that informs strategic decision-making. Proficiency in Excel automation, including VBA or similar scripting tools, is highly valued, along with strong data skills and a demonstrated ability to quickly learn and apply new technologies.

What you'll be doing

You will drive the strategy and roadmap to evolve CI’s data, reporting, and analytics capabilities toward a more digital, self-service model.
You will partner with internal teams and stakeholders to identify data gaps, define needs, and deliver actionable, business-focused solutions.
You will lead efforts to modernize and scale reporting through automation, standardization, and improved data delivery processes.
You will serve as a key liaison to data, analytics, and visualization teams to ensure tools and dashboards align with CI and business needs.
You will translate complex, multi-source data into clear insights, trends, and executive-ready storytelling.
You will monitor tool usage, data quality, and performance—continuously improving outputs, driving adoption, and addressing gaps or issues.
You will drive continuous improvement by identifying opportunities to enhance processes, efficiency, and overall outcomes.

What we’re looking for

Must-have experience (required)

4 Year/Bachelor’s degree in business or related field or equivalent work experience (4 years of experience in lieu of Bachelor’s).
5 - 7+ Years of experience in business analysis that directly aligns with the specific responsibilities of this position.
Strong communication and presentation skills with the ability to clearly influence and engage stakeholders at all levels.
Demonstrated problem-solving and analytical skills, with the ability to interpret complex data, evaluate trends, and drive sound decisions.
Proven ability to manage multiple priorities and projects in a fast-paced, deadline-driven environment.
Strong relationship management skills with a collaborative, partnership-oriented approach.
Ability to think critically, translate complex information into actionable insights, and recommend process improvements.
Demonstrated ability to drive continuous improvement by identifying opportunities to enhance processes, efficiency, and overall outcomes.
Proficiency in Microsoft Office Suite, including intermediate Excel skills, and comfort working with data and reporting tools.

Nice to have experience (preferred)

Financial services experience, preferably in Life insurance.
Proficiency in Excel automation, including VBA or similar scripting experience.
Strong data skills with the ability to quickly learn and apply new tools and technologies.

Application Deadline

Applications for this position will be accepted through June 30, 2026, 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.

Salary Information

The pay range for this position is $96,900 - $176,200 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.

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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 fraudhotline@lfg.com 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 260-455-2558. This Employer Participates in E-Verify. See the E-Verify notices. Este Empleador Participa en E-Verify. Ver el E-Verify avisos.