Business Strategy Analytics Lead

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 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