Business Strategy Analytics Lead (HYBRID)
Job Description
About the Role
At Equitable, we help clients secure their financial well-being so they can pursue long and fulfilling lives - a mission we’ve honed since 1859.
Equitable is looking for a Business Strategy Analytics Lead to join the Pricing, Insights and Analytics team within the Wealth Management organization. This is a highly visible opportunity to make an impact—using analytics and modeling to uncover insights that guide important business decisions and strategy.
What You’ll Be Doing
Evaluate financial and strategic impact of advisor hires, deals, and growth initiatives through modeling and scenario analysis
Lead development and ongoing enhancement for underwriting models for experienced hire loan offers, succession planning and practice acquisition
Monitor and optimize debt recovery programs
Partner with Accounting and Field Leadership to assess opportunities, risks, and financial outcomes
Analyze key business drivers (revenue, expenses, advisor productivity, margins) and translate insights into actionable recommendations
Build and maintain financial models to assess profitability, scalability, and long-term value of business development strategies
Conduct competitive benchmarking to evaluate and strengthen program positioning
Prepare executive-level presentations and materials summarizing insights, risks, and recommendations for senior leadership
Identify trends and opportunities to improve business development strategy, processes, and decision-making
A successful candidate will be expected to manage multiple, complex assignments and competing priorities, and must be comfortable working in an ambiguous environment. This high-performing team works with a results-driven approach and transparent communication.
This position offers a hybrid work schedule, with an on–site presence of 2–3 days per week combining flexibility with team collaboration.
The base salary range for this position is $92,000 - $135,000. Actual base salaries vary based on skills, experience, and geographical location. In addition to base pay, Equitable provides compensation to reward performance with base salary increases, spot bonuses, and short-term incentive compensation opportunities. Eligibility for these programs depends on level and functional area of responsibility.
For eligible employees, Equitable provides a full range of benefits. This includes medical, dental, vision, a 401(k) plan, and paid time off. For detailed descriptions of these benefits, please reference the link below.
Equitable Pay and Benefits: Equitable Total Rewards Program
What You Will Bring
Required Qualifications:
Bachelor’s degree in Finance, Accounting and/or Business
5+ years experience working in a financial/business analyst role, internal/external strategy and/or business partner role
Established Microsoft Excel and PowerPoint skills to manipulate, model and analyze large/complex volumes of data
Preferred Qualifications:
Insurance/Financial licenses, Six Sigma, Project Management, CPA, CFA and/or actuarial designation
Technical, analytical and critical thinking skills, with demonstrated ability to analyze and solve complex problems and drive change
Proven interpersonal skills and the ability to interact with all levels of the organization, including senior management
Proven written and verbal communication skills, including the ability to develop and deliver presentations that synthesize complex problems and recommended solutions
Experience creating the financial story/story-telling results
Prioritization skills with a clear focus on results
Initiative-taking and self-directed work style who seeks regular proactive feedback from supervisor
Demonstrated ability to meet project deadlines and work within a fast paced, project driven and team environment.
Knowledge of and passion for the financial services industry
Skills
Decision Making and Critical Thinking: Knowledge of the decision-making process and associated tools and techniques; ability to accurately analyze situations and reach productive decisions based on informed judgment.
Financial Analysis: Knowledge of tools and approaches of financial analysis; ability to read, interpret and draw accurate conclusions from financial and numerical material.
Financial Forecasting and Modeling: Knowledge of processes, tools and techniques of financial forecasting and modeling; ability to explore and evaluate alternative financial scenarios and results.
Process Management: Knowledge of business process improvement tools and techniques; ability to understand, monitor, update, control, or enhance existing business or work processes.
About Equitable
At Equitable, we’re a team committed to helping our clients secure their financial well-being so that they can pursue long and fulfilling lives.
We turn challenges into opportunities by thinking, working, and leading differently – where everyone is a leader. We encourage every employee to leverage their unique talents to become a force for good at Equitable and in their local communities.
We are continuously investing in our people by offering growth, internal mobility, comprehensive compensation and benefits to support overall well-being, flexibility, and a culture of collaboration and teamwork.
We are looking for talented, dedicated, purposeful people who want to make an impact. Join Equitable and pursue a career with purpose. Click Careers at Equitable to learn more.
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Equitable is committed to providing equal employment opportunities to our employees, applicants and candidates based on individual qualifications, without regard to race, color, religion, gender, gender identity and expression, age, national origin, mental or physical disabilities, sexual orientation, veteran status, genetic information or any other class protected by federal, state and local laws.
NOTE: Equitable participates in the E-Verify program.
If reasonable accommodation is needed to participate in the job application or interview process or to perform the essential job functions of this position, please contact Human Resources at (212) 314-2211 or email us at [email protected].