Senior Insights & Optimizations Analyst

Location Designation: Hybrid - 3 days per week 

Role Overview: 

The Insights & Optimizations team works horizontally across the Client Growth & Retention Value Stream to enable measurement, track program performance, and improve outcomes through continuous insights and data support.

As an Insights Senior Associate, you will provide program-level ownership for complex, high-visibility initiatives, ensuring measurement rigor, scalable reporting, and automation readiness. Your primary role will be to lead reporting and insights for Financial Education and Local Event Marketing initiatives, offering optimization opportunities for key touchpoints in their funnels.

Additionally, you will partner closely with the Insights + Optimizations practice lead to define analytical approaches and ensure that manual reporting evolves into durable, automated solutions over time.

What You'll Do:

Program-Level Reporting & Insights Ownership

• • Independently own reporting and insights delivery for a portfolio of high-visibility programs: Financial Education & Wellness and Local Event Marketing
  • Lead monthly performance reporting, translating results into clear, executive-ready narratives and actionable optimization opportunities
  • Provide ad-hoc analytical support for complex, decision-driving questions where interpretation, context, and judgment are critical
  • Serve as the primary analytics point of contact for stakeholders across your program portfolio
  • Own Tableau dashboard creation and ongoing maintenance for programs within your portfolio, ensuring performance views remain accurate, relevant, and scalable
  • For Financial Education, partner with the Reporting Associate on monthly reporting and ensure operational reporting is delivered accurately and on time
    
    

Automation Strategy & Enablement

• • Own identification and prioritization of which reporting and analysis outputs are candidates for automation, to be aligned on with Insights + Optimizations team lead
  • Define requirements and success criteria for transitioning manual reporting to automated solutions
  • Collaborate with Data Operations to ensure underlying data is automation-ready and scalable
  • Partner with the Reporting Associate to test, validate, and operationalize automated outputs
    
    

Support for New and Emerging Initiatives

• • Over time, expand program portfolio as new initiatives within the Client Growth & Retention Value Stream emerge
  • Support the Insights & Optimizations Team Lead in collaborating with AI + Data partners as new analyses and capabilities require your involvement

Skills & Competencies

Competencies:

• • Demonstrated ownership and follow-through, consistently delivers high-quality, accurate work on time without the need for deadline chasing

• • Strong analytical judgment with the ability to frame and solve ambiguous, high-impact business questions
  • Strong cross-functional partnership skills, with comfort collaborating across data, product, and marketing teams
  • Proven ability to translate data into clear, actionable insights and recommendations for senior stakeholders
  • Excellent written and verbal communication skills, with the ability to tailor messages to technical and non-technical audiences
  • Ability to balance hands-on execution with strategic thinking, prioritization, and long-term scalability; ability to manage competing deadlines in a fast-paced environment
  • Exceptional attention to detail; proven ability to reconcile numbers and create accurate reporting from multiple data inputs
  • Growth-oriented, team-spirited mindset, with a demonstrated interest in learning new tools, approaches, and ways of working to scale analytics through automation and improved processes
    
    

Technical Skills:

• • Strong proficiency in Excel and PowerPoint
  • Experience with Tableau or similar data visualization tools
  • Experience with Adobe Analytics preferred
  • Familiarity with analytics automation or AI-enabled workflows is a plus

What You'll Bring: 

• • 5–8 years of experience in analytics, insights, or a related role
  • Bachelor’s degree in Marketing, Analytics, Business, or a related field
  • Experience supporting marketing, growth, or digital programs preferred
  • Experience in Financial Services and Insurance companies is a plus

#LI - EM1 

#LI - HYBRID 

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Pay Transparency

Salary Range: $105,000-$135,000 

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 location. Additionally, employees are eligible for an annual discretionary bonus. In addition to base salary, employees may also be eligible to participate in an incentive program.

Our Benefits

We provide a full package of benefits for employees – and have unique offerings for a modern workforce, including leave programs, adoption assistance, and student loan repayment programs. Based on feedback from our employees, we continue to refine and add benefits to our offering, so that you can flourish both inside and outside of work. Click here to discover more about our comprehensive benefit options or visit our NYL Benefits Site.

Our Commitment to Inclusion
At New York Life, fostering an inclusive workplace is fundamental to who we are and how we serve our communities. We have a longstanding commitment to creating an environment where individuals can contribute their best and succeed together. This foundation is rooted in our core values of humanity and integrity, ensuring that every employee feels valued and supported. By embracing a broad range of perspectives and experiences, we achieve greater success and fulfill our promise of providing financial security and peace of mind to families across all communities. Click here to learn more about New York Life’s leadership in this space.​

Recognized as one of Fortune’s World’s Most Admired Companies, New York Life is committed to improving local communities through a culture of employee giving and volunteerism, supported by the Foundation. We're proud that due to our mutuality, we operate in the best interests of our policy owners. To learn more about career opportunities at New York Life, please visit the Careers page of www.NewYorkLife.com.

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Job Requisition ID: 93381