Business Strategy Analytics Lead; HYBRID

Overview

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

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

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

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…