About the RoleEquitable 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.
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
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
QualificationsWhat You Will BringRequired 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
SkillsDecision 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.
