Senior Business Intelligence Analyst – Wealth Management

About this role

Together we fight for everyone’s opportunity for a better financial future.

We will do this together — with customers, partners and colleagues. We will fight for others, not against: We will stand up for and champion everyone’s access to opportunities. The status quo is not good enough … we believe every individual and every community deserves access to financial opportunities. We are determined to support both individuals and communities in reaching a better financial future.  We know that reaching this future depends on our actions today.

Like our Purpose Statement, Voya believes in being bold and committed to action.  We are committed to a work environment where the differences that we are born with — and those we acquire throughout our lives — are understood, valued and intentionally pursued. We believe that our employees own our culture and have a responsibility to foster an environment where we all feel comfortable bringing our whole selves to work. Purposefully bringing our differences together to positively influence our culture, serve our clients and enrich our communities is essential to our vision.

Are you ready to join a company with a strong purpose and a winning culture? Start your Voyage – Apply Now

Get to Know the Opportunity: Do you have a passion for turning data into actionable business insights? Are you energized by solving complex business challenges through analytics and working in a fast-paced, collaborative environment? At Voya, our purpose is to fight for everyone's opportunity for a better financial future. To support the continued growth of our Wealth Management business, we are seeking a Senior Business Intelligence Analyst to help advance our business intelligence capabilities through enterprise reporting, analytics, forecasting, and automation. In this role, you will partner with Wealth Management leaders, Product teams, Finance, Data Engineering, and Technology partners to design and deliver scalable reporting solutions that enable data-driven decision making. You will transform complex business questions into meaningful insights, robust KPI frameworks, and executive-ready dashboards that help shape business strategy and performance. This role may be based in one of Voya’s office locations or performed remotely, depending on business needs, team alignment, and candidate location. If aligned to a Voya office, the role may follow a hybrid work model with a combination of in-office and remote work.

The Contributions You’ll Make: • Design, develop, and maintain Power BI dashboards, scorecards, and KPI measurement frameworks. • Build scalable reporting and analytics solutions that support Wealth Management business objectives. • Integrate data across multiple enterprise systems and data sources to create trusted business insights. • Develop and optimize SQL queries supporting reporting, analytics, and performance measurement needs. • Identify opportunities to automate manual reporting processes and improve operational efficiency. • Conduct deep-dive analyses to identify trends, business opportunities, and performance drivers. • Partner with business stakeholders to define requirements and translate business needs into technical solutions. • Collaborate with Data Engineering and Technology teams to improve data quality, accessibility, and governance. • Deliver executive-level reporting and data storytelling that supports strategic decision making. • Support future-state forecasting, predictive analytics, and AI-enabled reporting initiatives.

Minimum Knowledge & Experience: • 3+ years of experience in business intelligence, reporting, analytics, or data-focused roles. • Strong Power BI development experience, including dashboard design, data modeling, and visualization best practices. • Advanced SQL skills and experience working with large, complex datasets. • Experience supporting cloud-based data environments such as Databricks, Snowflake, Azure, or comparable platforms. • Experience integrating multiple data sources and developing scalable analytical solutions. • Strong analytical and problem-solving skills. • Excellent communication skills with the ability to translate technical concepts into business value. • Demonstrated success partnering with business stakeholders and cross-functional teams. • High School Diploma or GED required; Bachelor’s degree in Business Analytics, Data Analytics, Computer Science, Information Systems, Finance, Economics, Mathematics, or a related field preferred. • Equivalent combinations of professional experience, certifications, technical training, military experience, apprenticeships, or demonstrated expertise will be considered.

Preferred Knowledge & Experience: • Experience in Wealth Management, Retirement Services, Asset Management, or Financial Services. • Experience with Python, automation, or advanced analytics tools. • Exposure to predictive analytics or machine learning concepts. • Experience supporting forecasting and business planning initiatives. • Professional certifications related to Power BI, SQL, cloud data platforms, or analytics.

This position is subject to applicable company and regulatory compliance requirements. Following hire, employees will be required to complete any applicable background screening, fingerprinting, and regulatory onboarding requirements associated with the role.

#Remote #LI-LW1

Compensation Pay Disclosure:

Voya is committed to pay that’s fair and equitable, which means comparable pay for comparable roles and responsibilities.

The below annual base salary range reflects the expected hiring range(s) for this position in the location(s) listed. In addition to base salary, Voya offers incentive opportunities (i.e., annual cash incentives, sales incentives, and/or long-term incentives) based on the role to reward the achievement of annual performance objectives. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and

Similar jobs

• Sr. Technical Business Analyst, Wealth Management — Raymond James · Saint Petersburg, Florida - United States
• Senior Business Intelligence Analyst — McKesson · Irving, TX, USA - 6555 North State Highway 161 (P001) | Richmond, VA, USA - 9954 Mayland Drive (G100) | Work at Home - Florida, USA (WFLA)
• Senior Business Intelligence Analyst — Contentful · Denver, Colorado, United States
• Senior Business Intelligence Analyst — Waymo · Mountain View, CA USA ; San Francisco, CA, USA
• Senior Business Intelligence Analyst — Imaginepediatrics · Remote
• Lead Financial & Business Analyst - Wealth Management — Guardianlife · New York | Bethlehem | Boston
• Senior Business Intelligence Analyst – Product Analytics — Zoominfo · Remote
• Senior Analyst, Business Intelligence — Horizonmedia · New York, New York