Wealth Management Analytics Strategist

MassMutual; Springfield (MA); On-site; USD 90,000 - 130,000; Full time

Job summary

MassMutual seeks a Business Analytics Consultant in Boston or Springfield, MA to apply data analytics in Wealth Management Investment Strategy. You will source and analyze data, define metrics, and deliver reporting and insights to business partners.

You will collaborate with operations, regional sales, compliance, and asset management to build dashboards and drive data-driven decisions. Strong communication, attention to detail, and initiative are valued.

Qualifications

• Bachelor’s degree or 5+ years in the financial services or broker-dealer industry.
• 3+ years in a reporting and/or analytics role.
• 1+ years with data workflow tools such as Alteryx, MicroStrategy, or Tableau Prep.
• Must be able to pass a fingerprint background check per FINRA requirements.

Responsibilities

• Collect, organize, analyze, and distribute large data volumes with high accuracy.
• Manage and automate data processes across multiple sources and understand data relationships.
• Perform data exploration using analytics tools and prepare reports.
• Provide KPI reporting and interactive dashboards to partners and management.
• Conduct ad hoc analyses on product performance, compensation programs, and KPIs.
• Present findings and recommendations to leadership based on research and insights.
• Collaborate to develop complex reports and automate reporting processes.
• Offer BI platform support and help users access data for reporting needs.
• Build strong cross-functional relationships to support data sourcing and reporting.

Skills

Data analysis

Communication

SQL

Python

Education

Bachelor’s degree or 5+ years in financial services

Tools

Alteryx

Tableau

MicroStrategy

Tableau Prep

Job description

MassMutual seeks a Business Analytics Consultant in Boston or Springfield, MA to apply data analytics in Wealth Management Investment Strategy. You will source and analyze data, define metrics, and deliver reporting and insights to business partners.

You will collaborate with operations, regional sales, compliance, and asset management to build dashboards and drive data-driven decisions. Strong communication, attention to detail, and initiative are valued.