Nonqualified Analytics Analyst

Role Overview

The Analyst Nonqualified Analytics is a financial analyst responsible for providing financial analysis and reporting for nonqualified (NQ) retirement plan new business and existing clients.

• Manage deliverables to ensure meeting of SLAs, prioritize work, and adhere to department protocols.
• Research life insurance and NQ concepts.
• Assist senior-level Nonqualified Analysts with entering asset and liability data into department analytic models.
• Learn department analytic models and shadow senior analysts to understand projects and book of business.
• Work on less complex financial models to support ad hoc and manual client requests.
• Support key initiatives and projects such as market research, model optimization and process improvements.
• Display ownership mentality, take accountability, act with urgency, and engage in ongoing learning.
• Support team and organizational initiatives through active engagement in projects, team meetings, and Q&A sessions.

• Bachelor’s degree and/or equivalent experience.
• Familiarity with Excel.
• Detail-oriented, effective communication and time management skills.
• Life insurance license within established guidelines.
• FINRA Series 6 and 63 within established guidelines.
• FINRA fingerprinting required.

• Financial services or data analytics experience.

Remote and hybrid positions require reliable high‑speed internet with a wired connection and a suitable home environment. Other necessary computer equipment will be provided.

• Medical, dental, vision and life insurance.
• 401(k) plan with company matching up to 6%, financial advisory services, and potential company discretionary contributions.
• Tuition reimbursement up to $5,250/year.
• Generous paid time off upon hire, including a paid time off program, ten paid company holidays, and three floating holidays each calendar year.
• Paid volunteer time – 16 hours per calendar year.
• Leave of absence programs – paid parental leave, paid short‑ and long‑term disability, and Family and Medical Leave (FMLA).
• Business‑casual work environment with option to wear jeans.
• Business Resource Groups (BRGs) to facilitate inclusion and collaboration.

Base Salary Range: $65,600.00 – $92,675.00. Non‑sales positions may participate in a bonus program; sales positions may be eligible for sales incentives and bonus plans.

Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT.

We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law.