Equitable

Administrative Assistant

• Assist leadership and project managers with meeting coordination, agenda preparation, notes, follow-up items and distribution of project communications
• Provide day-to-day administrative and project coordination support to project managers, leaders and team members
• Schedule and coordinate meetings, maintain calendars, prepare agendas and organize meeting materials
• Take meeting notes, document decisions and action items, and follow up with owners on due dates and updates
• Maintain basic project documents and trackers, including action logs, meeting notes, contact lists, status inputs and shared project files
• Help collect project updates, organize information and prepare simple status reports or summaries for review
• Support project team communication by sending reminders, requesting updates and helping ensure information is shared timely
• Assist with organizing project files, maintaining SharePoint or Teams sites and ensuring materials are easy to locate

Administrative Assistant – Project Coordinator, Results Delivery Office

Vice President

• Developing sales pipeline, generating activities to drive proposal development and point of sale meetings to attain assigned goal.
• Leverage internal sales desk to grow in assigned region and follow up on sales desk leads.
• Communicating with Divisional Vice President (DVP) and Player Coach on an ongoing basis regarding territory sales activities and sales goal attainment.
• Work remotely from home office and travel as needed.

Regional Vice President, Group Retirement

Product Manager

• Lead the design and delivery of client-facing digital experiences —including mobile applications and web platforms—that bring financial planning and wellness to life, ensuring intuitive, high-quality client journeys across the full advisor and client lifecycle.
• Own the end-to-end client experience , translating client needs, expectations, and business strategy into scalable, mobile-first solutions that deliver on client promises and support financial planning, financial health, and long-term well-being.
• Drive AI and data integration across the platform , embedding intelligent, personalized capabilities and connected data flows that anticipate client needs, elevate engagement, and enable advisors to deliver proactive, tailored advice.
• Leverage metrics, analytics, and client insights to drive outcomes , defining and tracking KPIs (engagement, adoption, satisfaction, retention) to measure experience quality, validate that client expectations are met, and continuously optimize the roadmap.
• Apply deep industry knowledge and competitive intelligence , benchmarking against leading wealth management and fintech peers to inform product strategy, partner selection, and roadmap prioritization, ensuring our client experience reflects best-in-class standards.
• Manage in-house teams and third-party suppliers , overseeing mobile and platform integrations, feature delivery, and operational execution to ensure solutions are reliable, compliant, and aligned with enterprise standards and client commitments.

Digital Product Management Director, Wealth Management

Operations

• Manage and maintain the branch CRM program to ensure efficient lead generation and tracking.
• Review and mine the orphan client book of business to identify potential sales opportunities and qualified leads.
• Distribute leads to participating financial professionals and advisors in accordance with established program guidelines.
• Serve as the primary point of contact for incoming client inquiries related to the CRM program.

Operations Coordinator

General Counsel

• Serve as the lead legal advisor to the Wealth Management business on acquisition of books of business and other transactional matters.
• Structure, draft, and negotiate a wide range of commercial agreements, including: Asset Purchase Agreements, Asset Retention Agreements, Loan Agreements, Promissory Notes, Other transaction-related and ancillary documentation.
• Provide legal support for: Onboarding of financial professionals and advisor groups
• Acquisitions of books of business by Equitable
• Acquisitions of books of business by existing Equitable financial professionals
• Review and advise on restrictive covenant agreements, including non-compete and non-solicitation agreements and provisions.
• Review financial professional candidate applications and hiring letters.
• Lead and partner with outside counsel to address various legal issues including those associated with debt recovery in the event of default on debts owed by financial professionals.
• Partner closely with internal stakeholders, including Compliance and Litigation, to ensure alignment on regulatory, risk, and dispute-related matters.
• Identify legal and regulatory risks and provide practical, business-focused solutions.
• Support the development and refinement of scalable legal processes for transactional workflows.

Counsel – Wealth Management

Team Leader

• Oversees the end-to-end claims process for disability and/or leave of absence products
• Collaborate closely with distribution and other internal partners to ensure client needs are met
• Fosters strong relationships with clients to understand their needs and ensure high levels of satisfaction
• Builds and leads high-performing internal claims teams
• Ensures all claims processes comply with relevant laws and regulations
• Collaborates with internal departments, external partners, and other key stakeholders

Employee Benefits Claims Team Leader

• Developing and maintaining consultative relationships with Independent, RIA advisors
• Key Driver of revenue in territory, achieving and exceeding territory sales targets
• Developing new producers while retaining existing producers to grow market share
• Educating and training advisors on Equitable’s Life products

Life Regional Vice President, RIAs

Business Analyst

• Partner with stakeholders to support GDC compensation processes, conduct compensation testing and audits.
• Assist with new product launches, contribute to SOX compliance testing, and drive continuous improvement through ongoing business-as-usual (BAU) reviews and process validation.
• Support admin systems that process through the Monaco system.

• Performing initial and ongoing due diligence of complex products including but not limited to real estate exchange programs (1031/DSTs) and other alternative and/or complex products
• Conducting principal review of real estate exchange business (or other alternatives investments, as needed) with a thorough and earnest analysis of each unique transaction and the prompt resolution of any issues
• Teaming with supervision, compliance partners and vendors on controls and risk management
• Acting as the subject matter expert with regards to assigned product lines while maintaining a strong understanding of all product offerings offered through the BD/RIA
• Reviewing, editing and creating communications and training content for assigned products
• Managing relationships with external vendors and product sponsors for assigned product lines
• Collaborating with key internal and external stakeholders to advance initiatives, resolve conflicts, address complex issues, and attain business goals and objectives
• Monitoring business and industry trends and identifying opportunities to better serve the needs of clients and advisors, helping to grow sales and assets for the Equitable Advisors retail channel
• Supporting or executing additional ad-hoc projects as assigned by your leader

Product Manager – Complex Products

• Developing sales pipeline
• Generating relationship and sales activities to drive proposal development & point of sale meetings to attain assigned goal
• Leverage internal sales desk to grow in assigned region and follow up on sales desk leads
• Responsible for communicating with Divisional Vice President (DVP) and Player Coach on an ongoing basis regarding territory sales activities and sales goal attainment

Group Retirement 3rd Party Regional Vice President

Sales

• Lead team of 4+ licensed Internal Wholesalers
• Manage all internal wholesaler daily activity and interaction with Equitable Advisors, outside brokers, wholesalers & potential prospects
• Develop, implement and maintain regular coaching and training activities for internal wholesalers
• As supervising Principal, monitor activities and licensing requirements to ensure team is compliant
• Actively participate in coordinating offers and presentations to high profile or high asset prospects
• Develop and maintain metrics for activity tracking and campaigns, such as inbound/outbound calls, quality advisor engagement and pipeline follow-up – to ensure consistent, regular and meaningful contact is maintained with Financial Professionals and 3rd Party Advisors
• Coordinate useful feedback from field on market trends, competitive landscape & present to appropriate business area leadership on regular basis.
• Manage tight control of prospect pipeline, ensuring current statuses are regularly updated and proper resources are applied for elite advisor prospects.
• Initiate and provide individual feedback, career development, performance evaluation, motivation and discipline
• Report to Senior Leadership on team’s performance and provide insight and solutions to business needs.
• Partner with other business teams to help drive sales initiatives, firm strategies and goals.

Funds Sales Desk Manager

Claims Specialist

• Responsible for active case management of Life claims
• Ensures claims are processed accurately within regulatory and company guidelines
• Deliver an exceptional customer experience and ensure customer commitments and deliverables are achieved
• Review and interpret medical records, utilizing resources as appropriate
• Complete financial calculations specific to claims when applicable
• Gain an understanding and working knowledge of the Equitable claim and other applicable systems, policies, procedures, and contracts as well as regulatory and statutory requirements for claim adjudication
• Apply contract/policy provisions to ensure accurate eligibility and liability decisions
• Foster strong relationships with customers to understand their needs and ensure high levels of satisfaction

Life Claims Examiner

• Act as product management lead for select high-priority initiatives across Product Innovation and Product Lifecycle
• Translate product strategy and roadmap priorities into actionable plans, deliverables, and clear execution milestones
• Drive execution of complex, cross-functional product and regulatory initiatives, ensuring alignment with business goals and timelines
• Manage team operating cadence, including stand-ups, deliverable tracking, milestone management, and governance routines
• Coordinate inputs across Product Innovation, Product Lifecycle, Distribution, Legal, Compliance, Operations, Technology, and other key stakeholders
• Track progress, manage dependencies, anticipate risks, remove blockers, and proactively drive issue resolution
• Serve as the accountable lead for program structure, oversight, performance, ongoing enhancements, and alignment between product design, positioning, and operational execution
• Develop clear, concise executive updates and readouts that synthesize complex inputs into actionable insights for senior leadership
• Build and maintain strong Group Retirement product knowledge and contribute insights that enhance product strategy, execution, competitiveness, and adoption
• Manage cross-functional and complex projects to enhance customer and prospect engagement capabilities

Product Manager – Group Retirement

Financial Planning and Analysis

• Proactively connect with clients via phone, email, and chat to provide timely support and guidance
• Serve as a single point of contact, coordinating Equitable’s full range of resources to address client needs efficiently and effectively
• Act as a trusted resource to answer questions about existing products, reinforce client confidence, and validate investment decisions
• Identify new opportunities in partnership with clients as their financial goals, priorities, and life circumstances evolve
• Assist clients with initiating and completing transactions, ensuring a smooth, accurate, and positive experience

Financial Professional Advisor

Account Manager

• Lead and develop the Retirement Plan Account Management function
• Set the strategic direction for the Platinum RPAM function
• Own workforce and capacity planning for the function
• Serve as the senior escalation point for complex issues
• Shape relationship management strategies
• Establish governance routines for service performance
• Lead cross-functional initiatives to improve scalability and client experience
• Ensure strong compliance with applicable requirements
• Champion standardization and automation