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 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

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

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.

Equitable Commitment to Diversity

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 TalentAcquisition@equitable.com.