Business Strategy Analytics Lead (HYBRID)

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 seeking a Business Strategy Analytics Lead to join the Pricing, Insights and Analytics team within the Wealth Management organization. This role offers a highly visible opportunity to use analytics and modeling to 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

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

Skills

• Decision Making and Critical Thinking
• Financial Analysis
• Financial Forecasting and Modeling
• Process Management

Pay and Benefits

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, including 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