About the Role
At Equitable, we help clients secure their financial well-being so they can pursue long and fulfilling lives - a mission we’ve honed since 1859.
Equitable is looking for a Senior Business Systems Technical Analyst to join our Wealth Management Compensation team. This role is responsible for analyzing business needs, supporting critical compensation and administrative systems, managing technical projects, and delivering reporting and process improvements across operational workflows. The ideal candidate brings experience with the GDC compensation system, established SQL and project management capabilities, intermediate Power BI skills, and the ability to build interim technical solutions using Python and other coding methodologies.
What You’ll Be Doing
Perform business analysis to identify process gaps, system issues, and opportunities for operational improvement.
Support and maintain administrative systems that process through the Monaco system, ensuring continuity for critical business operations.
Provide subject matter expertise in the GDC compensation system to support business processes, troubleshooting, reporting, and enhancements.
Write and optimize SQL queries to extract, analyze, and validate data for operational and reporting needs.
Manage technical and cross-functional projects from requirements gathering through implementation, testing, and post-launch support.
Design, develop, and maintain reports and reporting solutions to meet business and operational requirements.
Create and maintain Power BI dashboards and visualizations to support decision-making and performance monitoring.
Develop interim process solutions using Python, Power BI, and other coding methodologies to address business needs and improve efficiency.
Partner with business and technical teams to document requirements, track deliverables, and support process standardization.
Monitor system and reporting performance, resolve issues, and recommend enhancements to improve reliability and usability.
This position offers a flexible work schedule: it may be fully remote/hybrid. If you are located near one of our offices (e.g., Charlotte, NC; Syracuse, NY), a hybrid schedule with 2–3 days on-site per week is expected to foster collaboration and connection.
The base salary range for this position is $91,000 - $120,000. Actual base salaries vary based on skills, experience, and geographical location. In addition to base pay, Equitable provides compensation to reward performance with base salary increases, spot bonuses, and short-term incentive compensation opportunities. Eligibility for these programs depends on level and functional area of responsibility.
For eligible employees, Equitable provides a full range of benefits. This includes medical, dental, vision, a 401(k) plan, and paid time off. For detailed descriptions of these benefits, please reference the link below.
Equitable Pay and Benefits: Equitable Total Rewards Program
What You Will Bring
Required Qualifications:
Bachelors Degree
2+ years of project management experience
Experience in business analysis within a technical or operations-focused environment.
Hands-on experience with the GDC compensation system.
Established SQL experience, including data extraction, validation, and analysis.
Project management experience with the ability to coordinate multiple priorities and stakeholders.
Intermediate Power BI skills for dashboard creation, reporting, and data visualization.
Experience supporting business-critical administrative systems and operational processes.
Demonstrated report design and maintenance skills.
Experience creating interim or automated solutions using Python and other coding methodologies.
Proven analytical, problem-solving, and communication skills.
Preferred Qualifications:
Experience supporting compensation, reporting, or operational systems in a financial services or enterprise environment.
Ability to bridge business needs and technical solutions across multiple systems and teams.
Experience improving manual processes through automation, reporting, and workflow design.
Familiarity with data governance, quality control, and production support processes.
Skills
Agile Project Management: Knowledge of effective agile project management strategies and tactics; ability to plan, organize, monitor, and control projects, ensuring efficient utilization of technical and administrative resources to achieve project objectives.
Business Data Analysis: Knowledge of business data analysis; ability to collect, identify, analyze and interpret business data using various kinds of techniques to meet business needs and requirements.
Cross-functional Collaboration: Knowledge of collaborative techniques and approaches; ability to promote a culture of continuous improvement and working together across functions to solve business problems and meet business goals.
Data Gathering and Analysis: Knowledge of data gathering and analysis tools, techniques and processes; ability to gather and analyze data on the learning needs of a target population.
Decision Making and Critical Thinking: Knowledge of the decision-making process and associated tools and techniques; ability to accurately analyze situations and reach productive decisions based on informed judgment.
Process Mapping/Flowcharting: Knowledge of the concepts of process mapping; ability to carry out the documentation of current and proposed manufacturing processes to identify and make improvements.
Results Orientation: Knowledge of the importance of meeting or exceeding established targets; ability to drive critical activities to completion.
About Equitable
At Equitable, we’re a team committed to helping our clients secure their financial well-being so that they can pursue long and fulfilling lives.
We turn challenges into opportunities by thinking, working, and leading differently – where everyone is a leader. We encourage every employee to leverage their unique talents to become a force for good at Equitable and in their local communities.
We are continuously investing in our people by offering growth, internal mobility, comprehensive compensation and benefits to support overall well-being, flexibility, and a culture of collaboration and teamwork.
We are looking for talented, dedicated, purposeful people who want to make an impact. Join Equitable and pursue a career with purpose. Click Careers at Equitable to learn more.
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Equitable is committed to providing equal employment opportunities to our employees, applicants and candidates based on individual qualifications, without regard to race, color, religion, gender, gender identity and expression, age, national origin, mental or physical disabilities, sexual orientation, veteran status, genetic information or any other class protected by federal, state and local laws.
NOTE: Equitable participates in the E-Verify program.
If reasonable accommodation is needed to participate in the job application or interview process or to perform the essential job functions of this position, please contact Human Resources at (212) 314-2211 or email us at [email protected].
