Business Insights Analyst, Lending & Banking Services Full-Time, Hybrid

New York, NY; Boston, MA; Springfield, MA

The Opportunity

Transform Data Into Strategy. Build Insight. Fuel Growth. As a Business Insights Analyst on the Lending & Banking Services team, you’re not just interpreting numbers, you’re engineering intelligence that powers decision-making at scale interpreting product adoption and advisor activity within our Wealth Management platform. You’ll architect dashboards, build predictive models, automate complex workflows, and extract signals from noise. This is where strategy meets data and analysis drives action. We’re looking for an analytical force who thrives in a dynamic environment, thinks two steps ahead, and turns business questions into actionable answers.

The Team

MassMutual’s Lending & Banking Services team is building the future of strategic borrowing within Wealth Management. Our solutions help advisors enhance client outcomes with integrated lending strategies from high-net-worth credit to business owner financing. You’ll work shoulder-to-shoulder with cross-functional leaders in Wealth Management across Product, Financial Planning, Practice Management, Lending & Banking, Trust, Investments and Operations. to drive data-backed transformation. This role gives you direct visibility into leadership decisions, end-to-end product performance, and the levers that shape firmwide growth. Whether it’s advice on investment strategies, retirement planning, estate planning, lending and banking, or trust services, our goal is to provide innovative and effective solutions that positively impact advisors and clients. We are committed to transforming the way our clients manage their wealth and plan for the future.

You will report to the Head of Lending and Banking Services and work with other product teams in the Wealth Management division in addition to partnering with vendors, banks, and enterprise partners supporting business owner products. The collaborative and dynamic team environment includes members with extensive background and experience in financial products and asset management.

Key Responsibilities include but not limited to:

Business Intelligence & Reporting

• Build and optimize internal and external data pipelines, dashboards, and scenario models that scale across products, platforms, and partners.

• Design and deploy interactive, efficient self-service dashboards that deliver real-time insights and secure data to leadership, sales teams, and product owners.

• Connect and transform disparate datasets into standardized, story-driven analytics using tools like SQL, Tableau, and Alteryx to facilitate cross-platform data connectivity and build compelling business narratives.

• Deliver KPI transparency across advisor adoption, product profitability, pipeline health, and client engagement metrics.

Operational Efficiency & Innovation

• Develop reporting workflows and automate manual processes to save time, reduce errors, and improve scalability.

• Collaborate with product, operations, and distribution leaders to surface business gaps and propose data-driven solutions that unlock efficiency.

• Identify enhancements to forms, product features, services, and policies that directly improve the advisor and client experience.

Strategic Research & Market Intelligence

• Conduct sharp, timely benchmarking across peer products, pricing models, distribution strategies, and market positioning.

• Track and analyze industry shifts, regulatory updates, and fintech innovations that inform Lending & Banking strategy.

• Translate market trends into concrete product recommendations, partnering with internal stakeholders to evolve offerings and deploy new products to market.

• Present and defend analysis for problem-solving with clarity and precision; always grounded in data and facts, always focused on client and business outcomes.

Minimum Qualifications

• Bachelor’s degree

• 5+ years of experience in data analytics, product management, financial services, banking, or wealth management

• 2+ years of experience with SQL/Python/Alteryx or similar data management tools

• 2+ years of experience utilizing visualization tools such as Tableau, MicroStrategy, Power BI, or similar Business Intelligence tools

• 3+ years’ experience with Excel, PowerPoint or other project management tools

• Due to the nature of this position, as a part of our background check process, candidates must be able to pass a non-registered fingerprint background check to qualify as a fingerprinted person under FINRA

Ideal Qualifications

• Strong quantitative orientation, analytical skills, a high level of intellectual curiosity, tolerance for ambiguity

• A successful record of supporting product strategy and product execution professionals

• Desire to learn and ability to apply learnings to business findings

• Independently explore solutions to a problem and adapt quickly to changes

• Collaboration skills and the ability to work in a team-based environment

• Work and collaborate across multiple products within Lending and Banking Services organization in a team

• Excellent written and oral communication skills, ability to effectively and confidently interact with business and technical personnel, at all levels in the organization

• Due to the nature of this position, as a part of our background check process, candidates must be able to pass a non-registered fingerprint background check to qualify as a fingerprinted person under FINRA

What to Expect as Part of MassMutual and the Team

• Regular meetings with the Wealth Management Team

• Focused one-on-one meetings with your manager

• Networking opportunities including access to Asian, Hispanic/Latinx, African American, women, LGBTQ, veteran and disability-focused Business Resource Groups

• Access to learning content on Degreed and other informational platforms

• Your ethics and integrity will be valued by a company with a strong and stable ethical business with industry leading pay and benefits

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Salary Range:

At MassMutual, we focus on ensuring fair equitable pay, by providing competitive salaries, along with incentive and bonus opportunities for all employees. Your total compensation package includes either a bonus target or in a sales-focused role a Variable Incentive Compensation component.

Why Join Us.

We’ve been around since 1851. During our history, we’ve learned a few things about making sure our customers are our top priority. In order to meet and exceed their expectations, we must have the best people providing the best thinking, products and services. To accomplish this, we celebrate an inclusive, vibrant and diverse culture that encourages growth, openness and opportunities for everyone. A career with MassMutual means you will be part of a strong, stable and ethical business with industry leading pay and benefits. And your voice will always be heard.

We help people secure their future and protect the ones they love. As a company owned by our policyowners, we are defined by mutuality and our vision to put customers first. It’s more than our company structure – it’s our way of life. We are a company of people protecting people. Our company exists because people are willing to share risk and resources, and rely on each other when it counts. At MassMutual, we Live Mutual.

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.

At MassMutual, we focus on ensuring fair, equitable pay by providing competitive salaries, along with incentive and bonus opportunities for all employees. Your total compensation package includes either a bonus target or in a sales-focused role a Variable Incentive Compensation component. For more information about our extensive benefits offerings please check out our Total Rewards at a Glance.