Business Analyst, Wealth Management

MassMutual

. Support Wealth Management through financial analysis, business insights, and data-driven decision support, primarily for the MMLIS Advisor Loan Program .

Posted 11/11/2026full-timeBoston • Massachusetts • United StatesMid-LevelSenior💰 $102,500 - $134,500 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in financial analysis, data analytics, and business intelligence, with a strong focus on developing dashboards and visualizations using SQL and Python. Proven ability to communicate complex financial insights to stakeholders and drive process improvements through automation and analytical methodologies.

Highest-signal resume keywords

Financial AnalysisSQL Data AnalysisPython AutomationDashboard DevelopmentWealth Management Experience

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial ModelingData VisualizationBreak-Even AnalysisSensitivity AnalysisAnalytical MethodologiesKPI DevelopmentScenario AnalysisData Quality AssessmentAutomation TechniquesBusiness Case Development

Soft Skills

Strong Communication SkillsCollaboration Across TeamsAnalytical ThinkingProblem-Solving

Tools & Technologies

Power BITableauMicrosoft ExcelAnalytics PlatformsAI Tools

Industry Keywords

Wealth ManagementFinancial ServicesLendingBusiness IntelligenceData Analytics

Tech Stack

Tools & technologies

PythonSQLTableau

About the role

Key responsibilities & impact

Support Wealth Management through financial analysis, business insights, and data-driven decision support, primarily for the MMLIS Advisor Loan Program
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 home office partners
Develop financial assessments covering deal economics, loan structures, break-even analysis, profitability, and sensitivity modeling
Gather and analyze financial, advisor, practice, and loan data throughout recruit and acquisition processes
Translate loan profitability requirements and complex financial results into insights for business leaders and governance teams
Develop and maintain dashboards, visualizations, and data models for deal activity, program performance, economics, trends, and key measures
Use SQL, Python, and other analytical tools to analyze complex datasets and automate analysis
Help drive AI, automation, and robotics initiatives and implement process improvements with technology teams
Develop analytical tools and automated workflows to improve loan and deal-assessment efficiency and scalability
Support administration, configuration, testing, and enhancement of analytics tools and platforms
Prepare presentation and decision-support materials for program discussions and governance meetings
Analyze Wealth Management datasets to identify trends, opportunities, risks, and performance drivers
Develop business cases, scenario analyses, financial models, KPIs, dashboards, and visualizations for Wealth Management initiatives
Partner with business stakeholders to define questions, select analytical approaches, and translate results into recommendations
Communicate complex analysis clearly to business leaders

Requirements

What you’ll need

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 of experience with SQL and Python for data analysis, manipulation, or automation
1+ year of experience developing dashboards and data visualizations using Power BI, Tableau, or a comparable business intelligence platform
3+ years of Microsoft Excel, including financial and analytical modeling experience
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 administration or configuration of analytics and business intelligence platforms
Experience applying AI, automation, or robotics to business processes or analytical workflows
Ability to write and maintain SQL queries and use Python to analyze data and automate analytical processes
Strong understanding of data structure, data quality, and analytical methodologies
Ability to determine appropriate analytical approaches and turn results into straightforward recommendations
Ability to communicate technical concepts and complex analysis to non-technical audiences
Strong written and verbal communication skills and ability to work effectively across business and technical teams

Benefits

Comp & perks

Incentive and bonus opportunities
Learning and development opportunities
Access to internal networks supporting continuous growth and skill-building
Employee-led communities and forums supporting connection, learning, and inclusion
Industry-leading pay and benefits
Inclusive, collaborative, and purpose-driven work environment