Business Strategy Analytics Lead; HYBRID

Business Strategy Analytics Lead (HYBRID) (260000AS)

Primary

Location:

United States - NY - New York

Organization:
Equitable

Schedule:

Full-time

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.

• 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

Base salary range: $92,000 - $135,000. Additional compensation includes base salary increases, spot bonuses, and short‑term incentive opportunities. Full benefits include medical, dental, vision, 401(k) plan, and paid time off.

• Bachelor’s degree in Finance, Accounting and/or Business
• 5+ years of experience 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

• Technical, analytical and critical thinking skills, with demonstrated ability to analyze and solve complex problems and drive change
• Proven interpersonal skills and 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

• 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.

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 Ta