Equitable
At Equitable, our power is in our people. We are individuals from different cultures and backgrounds. Those differences make us stronger as a team and a force for good in our communities. Here, you’ll work with dynamic individuals, build your skills, and unleash new ways of working and thinking. Are you ready to join an organization that will help unlock your potential?
Key Job Responsibilities The team member will be an important part of New Ways of Working (NWOW) at Equitable, working closely with the Team Lead and others on their squad using an Agile methodology / NWOW principles. He or she will adhere to the Squad vision and goals with the Squad and will proactively guide the Squad towards these goals under a test‑and‑learn culture that entails MVP delivery, innovation, frequent engagement with customers and stakeholders, and continuous iteration.
Support development and maintenance, and monitoring of product collateral – monitor, review and track needed updates and coordinate with Marketing to update and enhance.
Liaise with various teams across the organization to coordinate efforts and identify resource and other constraints to initiative implementation.
Support the implementation of regulatory changes and other ad‑hoc required product changes, anything that requires product and platform updates, client, and advisor communications.
Coordinate and implement required client communications, documents at the advisor, plan and participant level for Educator and Enterprise Solutions Product suite.
Lead cross‑functional project teams to deliver product initiatives, regulatory changes, and process improvements on time and within scope.
Develop and manage project plans, timelines, and deliverables for product launches, updates, and regulatory implementations.
Center of Excellence Support
Sales team technical product support – RVP’s, sales desk, via phone and in person for large opportunities.
Answer product inquiries from wholesalers, advisors.
Ongoing product support and issue resolution for RVP’s, advisors, Service and Ops.
Product sales training ongoing for RVP’s, sales desks, advisors.
RFP review and answers in coordination with RFP team.
Assist with other tasks as required in support of the Team Leader.
Equitable Pay and Benefits : The base salary range for this position is $54,000 – $81,000. 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, including medical, dental, vision, a 401(k) plan, and paid time off.
Required Qualifications 1 – 5 years of experience in a business, financial services environment.
Exceptional knowledge of Word, Excel.
Ability to work in a fast‑paced environment, often requiring management of multiple projects and priorities.
Strong written and oral communication skills, particularly the ability to translate complicated technical topics into clear, concise statements.
Comfortable interacting with individuals across a wide range of seniority levels and business areas.
Understanding of contracts and forms required to support group retirement plans.
Strong collaborative problem‑solving skills.
Preferred Qualifications
Experience with group retirement business is a plus.
Basic knowledge of ERISA and non‑ERISA retirement plan regulations is a plus.
Bachelor’s in business management, finance, or related field preferred.
Project management skills and a detail‑oriented individual are preferred.
Experience with employee benefits, life insurance, mutual fund and annuity product development, analysis and business data analysis is a plus.
Skills Communicating Complex Concepts:
Knowledge of effective presentation tools and techniques to ensure clear understanding; ability to use summarization and simplification techniques to explain complex technical concepts in simple, clear language appropriate to the audience.
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.
Knowledge of Product Line:
Knowledge of methodologies, tools and techniques for specific products; ability to develop product line processes and strategies.
Planning and Organizing:
Knowledge of the process of planning and arranging tasks and resources; ability to plan and organize both time and resources to get things completed while structuring and maintaining work in a systematic and highly methodical way.
Relationship Building:
Knowledge of the importance of creating positive relationships within the team and ability to develop trusting relationships by valuing others' concerns and contributions.
About Equitable At Equitable, we’re a team of over ten thousand strong; 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.
Equal Employment Opportunity 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 TalentAcquisition@equitable.com.
Primary Location UNITED STATES‑NC‑Charlotte
Other Locations UNITED STATES‑NY‑New York, UNITED STATES‑Remote, UNITED STATES‑NY‑Syracuse
Organization Equitable
Schedule Full‑time
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Key Job Responsibilities The team member will be an important part of New Ways of Working (NWOW) at Equitable, working closely with the Team Lead and others on their squad using an Agile methodology / NWOW principles. He or she will adhere to the Squad vision and goals with the Squad and will proactively guide the Squad towards these goals under a test‑and‑learn culture that entails MVP delivery, innovation, frequent engagement with customers and stakeholders, and continuous iteration.
Support development and maintenance, and monitoring of product collateral – monitor, review and track needed updates and coordinate with Marketing to update and enhance.
Liaise with various teams across the organization to coordinate efforts and identify resource and other constraints to initiative implementation.
Support the implementation of regulatory changes and other ad‑hoc required product changes, anything that requires product and platform updates, client, and advisor communications.
Coordinate and implement required client communications, documents at the advisor, plan and participant level for Educator and Enterprise Solutions Product suite.
Lead cross‑functional project teams to deliver product initiatives, regulatory changes, and process improvements on time and within scope.
Develop and manage project plans, timelines, and deliverables for product launches, updates, and regulatory implementations.
Center of Excellence Support
Sales team technical product support – RVP’s, sales desk, via phone and in person for large opportunities.
Answer product inquiries from wholesalers, advisors.
Ongoing product support and issue resolution for RVP’s, advisors, Service and Ops.
Product sales training ongoing for RVP’s, sales desks, advisors.
RFP review and answers in coordination with RFP team.
Assist with other tasks as required in support of the Team Leader.
Equitable Pay and Benefits : The base salary range for this position is $54,000 – $81,000. 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, including medical, dental, vision, a 401(k) plan, and paid time off.
Required Qualifications 1 – 5 years of experience in a business, financial services environment.
Exceptional knowledge of Word, Excel.
Ability to work in a fast‑paced environment, often requiring management of multiple projects and priorities.
Strong written and oral communication skills, particularly the ability to translate complicated technical topics into clear, concise statements.
Comfortable interacting with individuals across a wide range of seniority levels and business areas.
Understanding of contracts and forms required to support group retirement plans.
Strong collaborative problem‑solving skills.
Preferred Qualifications
Experience with group retirement business is a plus.
Basic knowledge of ERISA and non‑ERISA retirement plan regulations is a plus.
Bachelor’s in business management, finance, or related field preferred.
Project management skills and a detail‑oriented individual are preferred.
Experience with employee benefits, life insurance, mutual fund and annuity product development, analysis and business data analysis is a plus.
Skills Communicating Complex Concepts:
Knowledge of effective presentation tools and techniques to ensure clear understanding; ability to use summarization and simplification techniques to explain complex technical concepts in simple, clear language appropriate to the audience.
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.
Knowledge of Product Line:
Knowledge of methodologies, tools and techniques for specific products; ability to develop product line processes and strategies.
Planning and Organizing:
Knowledge of the process of planning and arranging tasks and resources; ability to plan and organize both time and resources to get things completed while structuring and maintaining work in a systematic and highly methodical way.
Relationship Building:
Knowledge of the importance of creating positive relationships within the team and ability to develop trusting relationships by valuing others' concerns and contributions.
About Equitable At Equitable, we’re a team of over ten thousand strong; 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.
Equal Employment Opportunity 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 TalentAcquisition@equitable.com.
Primary Location UNITED STATES‑NC‑Charlotte
Other Locations UNITED STATES‑NY‑New York, UNITED STATES‑Remote, UNITED STATES‑NY‑Syracuse
Organization Equitable
Schedule Full‑time
#J-18808-Ljbffr