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About the Role

Equitable is seeking a Senior Strategic Financial Analyst to join the Pricing, Insights and Analytics team within Wealth Management. This role is crucial in shaping business decisions and strategy through the development of analytics, financial models, and actionable insights to support growth, profitability, and informed decision-making.

Responsibilities

• Support the development of strategic objectives that promote disciplined growth and profitability.
• Conduct financial analysis across advisor compensation design, economics, and performance.
• Build financial models to forecast business outcomes under multiple scenarios, including developing, testing, and reviewing key assumptions and potential risks.
• Analyze data to identify issues, structure problems, and develop actionable recommendations using sound problem-solving frameworks and critical thinking.
• Research market competitors and benchmark advisor margins against industry peers.
• Define and track key performance indicators tied to core business growth drivers, business performance, and financial trajectory.
• Collaborate with Wealth Management leadership, Finance, Compensation, Field Leadership, Insurance business areas and enterprise strategy leaders to turn strategic priorities into measurable financial outcomes.
• Develop senior- and executive-level presentations that synthesize complex financial topics into clear insights and recommendations.
• Manage multiple complex assignments and competing priorities in a dynamic, ambiguous environment.

Requirements

• Bachelor’s degree in Finance, Accounting, Business, or a related field.
• 4+ years of experience in strategic finance, business analytics, management consulting, and/or corporate FP&A.
• Established Microsoft Excel and PowerPoint skills, including the ability to model, manipulate, analyze, and present large or complex data sets.
• Effective technical, analytical, and critical thinking skills, with demonstrated ability to solve complex problems and drive change.
• Insurance or financial licenses, Six Sigma, Project Management, CPA, CFA, and/or actuarial certification.
• Power BI, SQL, Tableau, Alteryx, Python, data visualization, or dashboarding tool expertise.
• Demonstrated interpersonal skills with the ability to engage effectively across all levels of the organization, including senior management.
• Effective written and verbal communication skills, including the ability to develop and deliver presentations that synthesize complex issues and recommended solutions.
• Experience translating financial results into a clear, compelling business story.
• Prioritization skills with a clear focus on outcomes and results.
• Self-directed work style, with the initiative to seek proactive feedback and continuously improve.
• Demonstrated ability to meet deadlines in a fast-paced, project-driven, team-oriented environment.
• Knowledge of and passion for the financial services industry.

Skills

• Decision Making and Critical Thinking
• Financial Analysis
• Financial Forecasting and Modeling
• Process Management

Location

• Hybrid

Work Type

• Hybrid

Experience Level

• Senior
• 4+ years

Education Level

• Bachelor's degree

Salary/Compensations

• $92,000 - $135,000

Benefits

• Medical
• Dental
• Vision
• 401(k) plan
• Paid time off
• Base salary increases
• Spot bonuses
• Short-term incentive compensation opportunities

About the Company

• 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 a team committed to helping our clients secure their financial well-being so that they can pursue long and fulfilling lives.
• We turn challenges into opportunities by thinking, working, and leading differently – where everyone is a leader.
• We encourage every employee to leverage their unique talents to become a force for good at Equitable and in their local communities.
• We are continuously investing in our people by offering growth, internal mobility, comprehensive compensation and benefits to support overall well-being, flexibility, and a culture of collaboration and teamwork.
• We are looking for talented, dedicated, purposeful people who want to make an impact.
• Join Equitable and pursue a career with purpose.

Equal Opportunity

• 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 TalentAcquisition@equitable.com.