Senior Associate, Wealth Management Senior Analyst

Location Designation: Hybrid – 3 days per week

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.

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.

• 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

• 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

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…