New York Life Insurance Company

Senior Insights & Optimizations Analyst

Reposted 7 Hours Ago

New York NY USA

In-Office

105K-135K Annually

Senior level

Artificial Intelligence • Cloud • Fintech • Information Technology • Insurance • Financial Services • Big Data Analytics

The Role

The Senior Insights & Optimizations Analyst leads program-level reporting and insights delivery focusing on Financial Education and Local Event Marketing initiatives ensuring automation readiness and data support for decision-making.

Summary Generated by Built In

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 ofhigh-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
Pay Transparency
Salary Range: $105000-$135000
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.
Company Overview
At New York Life our 180-year legacy of purpose and integrity fuels our future. As we evolve into a more technology- data- and AI-enabled organization we remain grounded in the values that drive lasting impact.
Our diverse business portfolio creates opportunities to make a difference across industries and communities-inviting bold thinking collaborative problem-solving and purpose-driven innovation. Here you'll find the rare balance of long-standing stability and forward momentum supported by an inclusive team that honors tradition while embracing progress.
As a Fortune 100 mutual company we offer a place to grow your skills contribute to meaningful work and deliver solutions that matter. Your ideas drive what's next and your growth powers it.
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 hereto 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.
Visit our LinkedIn to see how our employees and agents are leading the industry and impacting communities.
Visit our Newsroom to learn more about how our company is constantly evolving to meet our clients' and employees' needs.
Job Requisition ID: 93381

Top Skills

Adobe Analytics

Excel

PowerPoint

Tableau

What the Team is Saying

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The Company

HQ: New York NY

12000 Employees

Year Founded: 1845

What We Do

At New York Life our 180-year legacy of integrity mutuality and financial strength fuels a future defined by bold transformation. As the largest mutual life insurance company in the U.S. we operate on behalf of our policy owners—not shareholders. That structure allows us to take a long-term view investing in people purpose and innovation that endures. Guided by a clear enterprise vision to become a technology- data- and AI-powered company we’re modernizing our platforms rearchitecting experiences and embedding intelligence across our products and services. Our mission has always been about helping people through life’s most meaningful moments. Today technology is amplifying that mission—enabling us to serve clients advisors and communities in more personalized proactive ways. With a diversified business portfolio spanning insurance investments retirement group benefits and direct-to-consumer offerings New York Life delivers the stability of a Fortune 100 company with the agility of one that’s continuously evolving. We’re powered by a values-led culture inclusive teams and a shared belief that when our people thrive so does our company. Here tradition fuels momentum—and your ideas energy and growth power what’s next.

Why Work With Us

New York Life is transforming from the inside out—blending 180 years of trust with the velocity of innovation. What makes us different is our culture: grounded in integrity humanity and shared success—values that show up in how we work lead and grow. If you want a place where innovation has purpose—build what's next with us.