Sr. Business Data Analyst

Come join one of America’s fastest-growing insurance companies. Since 1848, National Life Group has aimed to keep our promises, providing families with stability in good times and in bad. Throughout that history, we have provided peace of mind to those families as they plan their futures. Our mission extends beyond the insurance and annuities policies that we offer. We strive to make the world a better place through our grants from our charitable foundation, paid volunteer time for our employees, environmentally sustainable and healthy workplaces, and events that promote the work of nonprofits in our own backyard. We foster a collaborative environment with opportunities for growth and encourage our associates to live our values: Do good. Be good. Make good. Please note that we do not offer visa sponsorship for this position. Role Summary The Senior Business Data Analyst plays a critical role in strengthening Equity Services Inc.’s ability to use data confidently, consistently, and strategically across the organization. This position serves as a trusted analytical partner, ensuring data is reliable, accurate, and positioned to support business decision-making, regulatory obligations, and enterprise priorities. This role combines hands-on analytical execution with thoughtful problem solving and data structure organization across a complex data landscape. In addition to resolving data issues from identification through remediation, this individual will help define and improve how data is structured, governed, and leveraged to support scalable, long-term business outcomes. Key Responsibilities Monitor data quality across multiple systems and domains, proactively identifying discrepancies and inconsistencies, investigating root causes, and implementing durable fixes and process improvements to prevent recurrence Partner with upstream data owners to improve data capture, reduce downstream issues, and increase overall data reliability Evaluate, maintain, and enhance data structures across structured and unstructured data sources Contribute to the development and enforcement of consistent data definitions (e.g., client, account, household, AUM) across the organization Develop analyses and insights using tools such as Alteryx, Tableau, and Databricks to support business, operational, and regulatory needs Build scalable, repeatable data workflows in Alteryx to automate data preparation, transformation, and validation processes Respond to ongoing business reporting and data requests, delivering timely, accurate, and well-structured outputs while identifying opportunities to improve, automate, or standardize recurring needs Respond to internal and external regulatory, audit, and compliance-related data requests with a high degree of accuracy, timeliness, and defensibility Identify opportunities to streamline, automate, and scale data-related processes and workflows Support and help operationalize the firm’s evolving approach to data governance, ownership, and stewardship Preferred Experience and Qualifications Bachelor’s degree with 5+ years of related experience, or equivalent combination of education and experience Experience working with enterprise data across multiple domains, ideally within financial services or wealth management Strong hands-on experience with Alteryx (data blending, workflow automation, and data quality processes) Experience with Alteryx, Tableau and/or Databricks for data analysis and visualization Working proficiency in SQL for data querying, validation, and analysis Experience supporting regulatory or audit-related data requests in a regulated environment Demonstrated ability to move from problem identification through root cause analysis to sustainable resolution Experience improving or defining data structures, processes, or governance frameworks is strongly preferred Strong analytical, organizational, and communication skills, with the ability to translate complex data concepts into business-friendly language AI Proficiency Expectations: At National Life Group, we view AI as an enabler of human potential. We use AI to help us work smarter, serve more clients, and keep our promises, while remaining a relationship-driven business where our people are our greatest strength. All applicants are expected to: Leverage approved AI tools, where appropriate, to improve the efficiency, quality, and impact of their work. Stay curious and open to new AI-enabled ways of working. Exercise sound judgment by reviewing and validating AI-generated content. Maintain accountability for the accuracy, quality, fairness, and integrity of work products by adhering to National Life’s AI guiding principles. Use AI responsibly and in accordance with company policies related to confidentiality, data privacy, security, compliance, retention, and intellectual property. Role Structure This role reports to the VP of Technology, Strategy & Execution and is an individual contributor position with significant cross-functional exposure and the opportunity to meaningfully influence how data is managed and leveraged across the organization Benefits Your benefits start day one and are flexible and customizable to your and your family’s specific needs. Check out the BENEFITS of a Career at National Life! Base Pay Range . The base pay range for this position is the range National Life reasonably and in good faith expects to pay for the position taking into account the wide variety of factors, including: prior experience and job-related knowledge; education, training and certificates; current business needs; and market factors. The final salary or hourly wages offered may be outside of this range based on other reasons and individual circumstances. Additional Compensation and Benefits . The total compensation package for this position may also include a full range of medical, financial, and/or other benefits (including 401(k) eligibility and various paid time off benefits, such as vacation, sick time, and parental leave), dependent on the position offered. The successful candidate may also be eligible to participate in National Life’s discretionary annual incentive programs, subject to the rules governing such programs. If hired, the employee will be in an “at-will position” and National Life reserves the right to modify base salary (as well as any other discretionary payment or compensation or benefit program) at any time, including for reasons related to individual performance, company or individual department/team performance, and market factors. National Life is accepting applications for this role on an ongoing basis and the role remains open until filled. Salary Pay Range

$97,500—$143,000 USD

National Life Group® is a trade name of National Life Insurance Company, Montpelier, VT – founded in 1848, Life Insurance Company of the Southwest, Addison, TX – chartered in 1955, and their affiliates. Each company of National Life Group is solely responsible for its own financial condition and contractual obligations. Life Insurance Company of the Southwest is not an authorized insurer in New York and does not conduct insurance business in New York. Equity Services, Inc., Member FINRA/SIPC, is a Broker/Dealer and Registered Investment Adviser affiliate of National Life Insurance Company. All other entities are independent of the companies of National Life Group. Fortune 1000 status is based on the consolidated financial results of all National Life Group companies. Social Media Policy Site Disclosure and Privacy Policy National Life Group 1 National Life Dr Montpelier, VT 05604 #J-18808-Ljbffr National Life Insurance Company