Senior Associate, Wealth Management Senior Analyst

New York Life Insurance Co; New York (NY); Hybrid; USD 84,000 - 130,000; Full time

Benefits offered by this job

Hybrid work arrangement (3 days/week)

Discretionary bonus eligible

Job summary

New York Life Insurance Co. seeks a Senior Analyst for the Wealth Management Analytics team to deliver data-driven insights and automate real-time data access. You will partner with leadership, perform advanced analyses, and contribute to pricing and capital decisions.

The role emphasizes collaboration with data scientists and across Product Solutions Analytics to drive Wealth Management growth, with a hybrid schedule and generous discretionary bonus eligibility.

Qualifications

• 3+ years in BI, data analysis, wealth or asset management, or finance-related roles.
• Strong SQL querying and data extraction skills.
• Experience designing, automating dashboards and reports.

Responsibilities

• Partner with leadership to identify analytical needs and deliver data-driven solutions.
• Perform data mining, segmentation, and trend analysis to uncover growth opportunities.
• Conduct advanced analyses using statistical methods and framing.
• Design, automate, and maintain dashboards in Tableau.
• Prepare monthly performance and attribution analyses of market impacts.
• Create materials supporting investment and capital recommendations.
• Provide pricing and financial flow analyses to support planning.
• Evaluate pricing impacts on fee income and margins with data studies.
• Collaborate with data teams to promote a data-driven culture.

Skills

SQL

Tableau

Excel

VBA

Python/R

Data analysis

Communication

Project management

Attention to detail

Education

Master’s degree (MBA or quantitative)

Tools

Tableau

Excel

VBA

Python/R

Job description

Location Designation: Hybrid – 3 days per week

Business Unit Overview

Join Wealth Management Solutions, where your expertise empowers individuals and families to achieve their financial goals. Collaborate with over 7,500 dedicated advisors and leverage the combined strength of NYLIFE Securities and Eagle Strategies to craft personalized wealth management plans. Be part of a team dedicated to empowering advisors with protection-first holistic advice and guidance, backed by New York Life’s financial stability.

Role Overview

Product Solutions Analytics is seeking a highly skilled and detail-oriented Senior Analyst to join the Wealth Management Analytics team. In this role, the analyst will support multiple business areas, providing actionable insights to a wide range of internal stakeholders across the organization. In addition to delivering timely analyses, this analyst will also champion digital automation efforts, enabling real-time data access to support informed decision-making.

What You’ll Do

• Partner with members of the Wealth Management Solutions Leadership Teams to identify analytical needs, then design and deliver data-driven solutions
• Utilize data mining, segmentation, and trend analysis techniques to uncover new strategic opportunities for the Product Solutions area, with a focus on driving Wealth Management business growth
• Conduct complex, exploratory analyses requiring innovative framing, rigorous deep-dives, and application of statistical methods
• Design, automate, and maintain dashboards using Tableau software
• Monitor financial market developments and prepare a monthly performance and asset attribution analysis to assess business impacts
• Develop materials that support investment/capital recommendations and communicate NYL’s wealth management strategy to internal stakeholders
• Provide pricing and financial flow analysis (AUM, sales, redemptions, net flows) to support the annual business planning process
• Maintain and expand Advisor behavioral studies to assess pricing impacts on fee income, profitability margins, and sales patterns
• Serve as a key contributor in evaluating, structuring, and implementing strategic partnerships
• Collaborate with analysts and data scientists across Product Solutions Analytics and other data and AI teams to leverage best practices and foster a data-driven decision-making culture

What You’ll Bring

• Strong interest in investment management and supporting growth businesses aligned with NYL’s Core Foundational strategy
• Demonstrated passion for data, with curiosity, problem-solving ability, and a proactive mindset
• Highly autonomous, analytical, and innovative thinker with the ability to translate data into actionable insights
• Minimum 3 years of experience in business intelligence, data analysis, wealth management, asset management, or a finance-related role
• Proficiency in data querying (SQL)
• Proficiency with business intelligence and visualization tools (Tableau) with proven ability to design, automate, and maintain dashboards
• Expert-level Microsoft Excel skills, familiarity with VBA automation
• Strong quantitative aptitude and ability to derive actionable insights from complex datasets
• Excellent project management and organizational skills, with the ability to handle shifting priorities and multiple deliverables
• Detail-oriented with a meticulous approach to data management, ensuring accuracy and integrity across all deliverables
• Excellent written and verbal communication skills, with the ability to simplify complex findings for senior leadership
• Preferred: Familiarity with programming languages such as Python or R for data manipulation and statistical analysis
• Preferred and/or equivalent experience: Master’s degree (MBA or a quantitative discipline); candidates in possession of, actively pursuing, or interested in pursuing an advanced degree or relevant professional certifications (e.g., CFA, CAIA) are strongly considered

LI-SV1

LI-HYBRID

Pay Transparency

Salary Range: $83,600 – $130,000

Overtime eligible: Exempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

Actual base salary will be determined based on several factors but not limited to individual’s experience, skills, qualifications, and job location. Additionally, employees are eligible for an annual discretionary bonus. In addition to base salary, employees may also be eligible to participate in an incentive program.

Company Overview

At New York Life, our 180-year legacy of purpose and integrity fuels our future. As we evolve into a more technology-, data-, and AI-enabled organization, we remain grounded in the values that drive lasting impact.

Our diverse business portfolio creates opportunities to make a difference across industries and communities-inviting bold thinking, collaborative problem-solving, and purpose-driven innovation. Here, you’ll find the rare balance of long-standing stability and forward momentum, supported by an inclusive team that honors tradition while embracing progress.

As a Fortune 100 mutual company, we offer a place to grow your skills, contribute to meaningful work, and deliver solutions that matter. Your ideas drive what’s next, and your growth powers it.

Our Benefits

We provide a full package of benefits for employees – and have unique offerings for a modern workforce, including leave programs, adoption assistance, and student loan repayment programs. Based on feedback from our employees, we continue to refine and add benefits to our offering, so that you can flourish both inside and outside of work.

Our Commitment to Inclusion

At New York Life, fostering an inclusive workplace is fundamental to who we are and how we serve our communities. We have a longstanding commitment to creating an environment where individuals can contribute their best and succeed together. This foundation is rooted in our core values of humanity and integrity, ensuring that every employee feels valued and supported. By embracing a broad range of perspectives and experiences, we achieve greater success and fulfill our promise of providing financial security and peace of mind to families across all communities.

Recognized as one of Fortune’s World’s Most Admired Companies, New York Life is committed to improving local communities through a culture of employee giving and volunteerism, supported by the Foundation. We’re proud that due to our mutuality, we operate in the best interests of our policy owners. To learn more about career opportunities at New York Life, please visit the Careers page of www.NewYorkLife.com.

About NY Life Insurance Company

Diversity & Humanity-two values that are deeply rooted in the New York Life culture and have laid the foundation for over 175 years of commitment to our employees, agents, policy owners, and the communities where we live and work. At New York Life you become a valued part of a welcoming, inclusive, and caring culture that has a long-standing legacy in stability and growth. The strength of New York Life revolves around our diversified, multi-dimensional business portfolio that goes beyond life insurance, and we want you to be a part of our legacy.

As a Fortune 100 company and industry leader, we provide an environment where you can explore your career ambitions, offering opportunities to tackle meaningful challenges and stretch your skills while balancing work and life priorities. You will be part of a diverse team guided by our belief to always be there for each other-providing the support and flexibility to grow and reach new heights while making an impact in the lives of others.

You are our future, and we commit to investing in you accordingly.