Business Analyst, Wealth Management

Massachusetts Mutual Life Insurance; Boston (MA); On-site; USD 85,000 - 125,000; Full time

Job summary

Massachusetts Mutual Life Insurance seeks a Business Analyst to support Wealth Management through financial analysis, modeling, and data-driven decision support, focusing on the MMLIS Advisor Loan Program. You will partner with the Head of MMLIS Advisor Loan Programs to assess recruits and practice acquisitions.

You will build dashboards, perform break-even and profitability analyses, and translate complex results into clear insights for leaders.

Qualifications

• Bachelor's degree or 5+ years of professional business experience.

Responsibilities

• Support Wealth Management through financial analysis, insights, and data-driven decision support.

Skills

Data analytics

Financial analysis

Business intelligence

Dashboard development

Data visualization

Analytical thinking

Education

Bachelor's degree

5+ years professional business experience

Tools

SQL

Python

Power BI

Tableau

Excel

Job description

Business Analyst, Wealth Management

MMLIS Advisor Loans & Transitions

Full-time, Boston or Springfield, MA

The Opportunity

The Business Analyst will support Wealth Management through financial analysis, business insights, and data-driven decision support, with a primary focus on the MMLIS Advisor Loan Program. Partnering closely with the Head of MMLIS Advisor Loan Programs, the analyst will evaluate EXP GDC Wealth recruits and Practice Acquisition opportunities through practice assessments, financial modeling, loan structuring, break-even and sensitivity analysis, data visualization, and coordination with key home office partners.

The role will also support broader Wealth Management priorities by analyzing business performance, growth opportunities, trends, and strategic initiatives, while identifying opportunities to use data, technology, AI, and robotics to improve the efficiency and effectiveness of the Advisor Loan Program.

The Team

You will be part of a team focused on growing and strengthening the Wealth Management business. The team works across advisor recruiting and acquisitions, business performance, strategic initiatives, and other priorities that support advisor growth and net flows.

The Impact

MMLIS Advisor Loan Program

Support the Head of MMLIS Advisor Loan Programs with analytics, financial modeling, and business insights across the advisor loan programs administered through MMLIS.

Develop detailed financial assessments for EXP GDC Wealth recruits and Practice Acquisition candidates, including deal economics, loan structures, break-even analysis, profitability, and sensitivity modeling.

Gather and analyze financial, advisor, practice, and loan data throughout the recruit and acquisition process to support informed and timely deal decisions.

Translate loan profitability requirements and complex financial results into clear insights for business leaders and governance teams.

Develop and maintain dashboards and visualizations that provide a clear view of deal activity, program performance, economics, trends, and key measures. Build and maintain data models that bring together information from multiple sources and support consistent analysis across the loan program.

Use SQL, Python, and other analytical tools to work with large and complex datasets, automate analysis, and improve the speed and quality of business insights.

Help drive the team's AI, automation, and robotics strategy, identifying manual or repetitive processes that can be simplified or automated and partnering with appropriate technology teams to implement solutions.

Develop analytical tools and automated workflows that improve the efficiency, consistency, and scalability of the loan and deal-assessment process.

Support the administration, configuration, testing, and ongoing enhancement of analytics tools and platforms used by the team.

Develop presentation and decision-support materials for Advisor Loan Program discussions and governance meetings.

Wealth Management Business Insights

Support broader Wealth Management analysis as business needs and priorities evolve.

Analyze large and complex financial, operational, advisor, and business datasets to identify trends, opportunities, risks, and drivers of performance.

Develop data models, analytical approaches, dashboards, and visualizations that give leaders greater insight into Wealth Management performance.

Use advanced analytical techniques and programming tools to explore business questions that cannot be answered through traditional analysis alone.

Develop business cases, scenario analyses, and financial models to support Wealth Management initiatives and investment decisions.

Identify and develop KPIs and other measures that help leaders understand business performance and progress against key priorities.

Work with business partners to understand the question being asked, determine the appropriate data and analytical approach, and translate the results into practical recommendations.

Create clear presentations and visualizations that communicate complex analysis in a way that is easy for business leaders to understand and act on.

The Minimum Qualifications

• Bachelor's degree or 5+ years of professional business experience.
• 3+ years of experience in business analytics, data analytics, financial analysis, and/or business intelligence.
• 1+ year Experience with SQL and Python for data analysis, manipulation, or automation.
• 1+ year Experience developing dashboards and data visualizations using Power BI, Tableau, or a comparable business intelligence platform.
• 3+ years of Microsoft Excel, including experience with financial and analytical modeling.

The Ideal Qualifications

• Experience in financial services, Wealth Management, lending, or a related business.
• Experience developing financial models, scenario analyses, business cases, or deal assessments.
• Experience developing and automating dashboards, analytics, or recurring analytical processes.
• Experience with the administration o