Business Analyst, Wealth Management

Posted Yesterday
Boston, MA, USA
Hybrid
103K-135K Annually
Mid level
Big Data • Fintech • Information Technology • Insurance • Financial Services
We help people secure their future and protect the ones they love.
The Role
Supports Wealth Management and the MMLIS Advisor Loan Program through financial analysis, deal and loan modeling, profitability and sensitivity analysis, dashboards, data visualization, and business insights. Uses SQL, Python, Excel, and BI tools to analyze complex datasets, automate workflows, identify trends, and develop KPIs. Partners with business and technology teams to improve analytics processes, support AI and automation initiatives, and communicate recommendations to leaders.
Summary Generated by Built In
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 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 take a business question, determine the appropriate analytical approach, and turn the results into a straightforward recommendation.
  • Ability to communicate technical concepts and complex analysis to non-technical audiences.
  • Strong written and verbal communication skills and the ability to work effectively across business and technical teams.

What You Can Expect at MassMutual
MassMutual offers the opportunity to do meaningful work within a purpose-driven organization that values long-term impact over short-term outcomes. In this role, you can expect:
  • Clear areas of ownership and accountability, with work that connects directly to company and customer outcomes
  • A collaborative environment where perspectives are welcomed
  • Access to learning, development, and internal networks that support continuous growth and skill-building over time
  • Employee-led communities and forums that foster connection, learning, and inclusion across the organization
  • A culture grounded in integrity, responsibility, and stewardship-supported by a company with a strong legacy and a future-focused mindset

#LI-JF1
MassMutual is an equal employment opportunity employer. We welcome all persons to apply.
If you need an accommodation to complete the application process, please contact us and share the specifics of the assistance you need.
California residents: For detailed information about your rights under the California Consumer Privacy Act (CCPA), please visit our California Consumer Privacy Act Disclosures page.
Salary Range: $102,500-$134,500

Skills Required

  • 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 experience, including financial and analytical modeling
  • 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 administering or configuring analytics and business intelligence platforms
  • Experience applying AI, automation, or robotics to business processes or analytical workflows
  • Strong understanding of data structure, data quality, and analytical methodologies
  • Ability to translate business questions into analytical approaches and straightforward recommendations
  • Ability to communicate technical concepts and complex analysis to non-technical audiences
  • Strong written and verbal communication skills and ability to work across business and technical teams

What the Team is Saying

MassMutual Compensation & Benefits Highlights

How does MassMutual ensure its pay and bonus plans are competitive?

MassMutual provides market-competitive salaries and generous incentive pay opportunities for all employees. Whether an employee is just starting out, transitioning to a new career, or joining us as a seasoned leader — we value their contributions.

  • Competitive Salary and Bonus offerings: MassMutual’s base salaries reward and recognize employees’ experience, skills and performance. Our salary ranges are regularly benchmarked within our industry and the broader job market to ensure competitiveness. Additionally, all MassMutual employees have the opportunity to receive competitive, performance-based bonuses, either annually or more frequently.
     
  • Annual Incentive Plan (AIP): AIP awards are discretionary and based on individual and company performance, with opportunities to earn above-target bonuses in years with exceptional results. These awards consider not only what results a person achieved, but how they achieved them, rewarding behaviors that help create a productive and welcoming work environment for everyone. 
     
    • Employees in sales roles participate in our variable incentive compensation (VIC) program instead of AIP. VIC provides incentive pay awards commensurate with results for individuals in roles that directly influence sales. 
       
  • Pay transparency and pay equity: MassMutual publishes salary ranges in job postings and is committed to promoting pay equity. This includes providing pay equity training to managers, reviewing the pay of employees who perform similar work as a standard practice when making compensation recommendations, and partnering regularly with independent external experts to check our work.
     
  • Benefits as part of Total Rewards: MassMutual invests in every aspect of their employees’ well-being, providing a rewards package that goes far beyond a paycheck to support them physically, mentally, and financially. Their robust healthcare, retirement and protection benefits provide a range of support through all of life’s big moments — and, over the years, they have expanded their pioneering leave programs so employees can better care for themselves and the people they love.
     
  • Health benefits: MassMutual offers a comprehensive suite of health and wellness benefits, focusing on solutions that support holistic well-being, aimed at improving access and outcomes for all, and provide flexibility to meet our employees’ and their families’ unique needs. Employees value our wide array of benefits, with one sales assistant citing “great benefits and lots of flexibility,” and another employee describing the company’s “good leadership and benefits.” (MassMutual Careers Benefits; Glassdoor). In a 2026 employee survey, one employee noted “The organization offers a wide range of programs and benefits that meaningfully support employees and foster a positive, inclusive culture.”
     
  • Retirement and financial benefits: MassMutual provides a 401(k) plan contribution of up to 10% of eligible compensation, including up to 5% company match on employee deferrals and, for all eligible employees, a 5% annual company contribution. The company also treats eligible student loan payments like 401(k) contributions for matching purposes. The company provides a Retiree Health Reimbursement Account to eligible employees; monthly credits start at age 45. (MassMutual Careers Benefits; MassMutual 2025 Annual Report)
     
  • Additional health programs: MassMutual offers additional benefits such as a health savings account, access to a broad network of mental health resources and providers for employees and their family members, and resources like medical and surgery decision support, healthcare navigation services, and more. All employees also have access to a Well-Being Wallet, where they can be reimbursed for up to $1,250 per year for eligible physical, mental, or financial wellness related expenses.  
     
  • Other benefits: Employees have access to an array of resources to help strengthen their overall well-being and protect the ones they love, at every stage of life. Whether growing their family, volunteering in their community, planning their legacy, or looking to save on everyday expenses like pet or auto insurance, we offer financial benefits and corporate discounts to help.
     
  • Employee Feedback on Benefits: MassMutual conducts regular employee surveys, and benefits continuously receive positive feedback. In their 2026 survey, one employee said “...the total benefits program here at MassMutual has to be one of the best, if not the very best. It seems this company goes out of its way to make sure their employees are well taken care of." With another employee sharing “The Well-Being Wallet, education reimbursement, time off & leave programs are top notch and unlike anything I've experienced”.
     
  • Time off & leaves: MassMutual’s flexible time-off and leave programs support employees’ well-being, help them care for loved ones, and balance personal priorities. Offerings include inclusive caregiver, bereavement, and other essential leaves; generous parental leave and financial support for adoption and surrogacy; up to 24 hours of paid volunteer time annually; and generous vacation, flexible holidays, companywide paid holidays and remote work weeks, and five “take care days.” 
     
  • External signals:
    • Benefits value: Employees on external review sites regularly highlight benefits as a strength, with reviews calling out “excellent benefits,” “great benefits” and a “great benefits package.” (Glassdoor; Indeed)
    • Benefits and retention: Employees surveyed on external review sites rate MassMutual’s perks and benefits an A-, with 100% saying perks and benefits play a role in staying at the company. (Comparably)

Bottom line: MassMutual supports employee wellbeing through competitive  salaries and bonus opportunities, strong retirement contributions, and benefits designed to support the financial, physical, and mental well-being of employees and their families.

 

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The Company
HQ: Springfield, MA
6,000 Employees
Year Founded: 1851

What We Do

Since 1851, MassMutual’s commitment has always been to help people protect their families, support their communities, and help one another. This is why we want to inspire people to Live Mutual. We’re people helping people. Together, we’re stronger.

Why Work With Us

MassMutual has the financial security and stability of a 170+ year old company, with the culture and energy of a startup. We work every day with the customer front of mind to build the best digital experience in the industry.

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MassMutual Offices

Hybrid Workspace

Employees engage in a combination of remote and on-site work.

We believe in capitalizing on the best of being together in our offices as well as personal flexibility. Our workplace philosophy puts office collaboration first, combined with flexibility to work remotely.

Typical time on-site: 3 days a week
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HQSpringfield Headquarters
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Boston Office
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New York Office
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