Senior Insights & Optimizations Analyst
New York Life
New York, NY$105,000 - $135,000 a year
Job Description
Job Description
Requisition ID
93381
Department
Client Growth & Retention Value Stream
Job Function
Client Growth & Retention Value Stream
Location
New York,New York,United States
Role Location Designation
Hybrid - 3 days per week
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
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.
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 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.
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
Requisition ID
93381
Department
Client Growth & Retention Value Stream
Job Function
Client Growth & Retention Value Stream
Location
New York,New York,United States
Role Location Designation
Hybrid - 3 days per week
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
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.
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 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.
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