Equitable

Systems Engineer

• Work directly on smaller projects or as a team member on larger ones
• Play an advocacy role for the business clients in all phases of the complex solution development life cycle for each of the critical stages, including initiation, analysis, development, testing, implementation and post implementation follow up
• Perform analysis and work closely with the business clients to identify core business issues to map out possible solutions
• Undertake complex analysis to develop the detailed user stories or requirements of the solution in order to satisfy the business need
• Work closely with Architects and others on the applications development team to refine the solution design, methods and outcomes
• Work very closely with the testing team, using the user stories or requirements document as a critical guide, to ensure that issues are identified and fully resolved prior to roll out

IT Systems Analyst

Customer Support

• Establishes and maintains productive, professional relationships with assigned customers and brokers.
• Collaborates with Distribution and all internal partners to meet customer’s expectations and provide value-added solutions and meet growth and persistency objectives and manage customer’s expectations, provide value-added service solutions and promote our powerfully simple and agile model.
• Understands key brokers and customers within the assigned market/territory.
• Partners with Sales and Executive and Account Manager on renewal preparation, strategy and delivery.
• Ensure timely and accurate delivery of all renewals.
• Maintain all renewal documentation and actions.
• Assist in pipeline management within Salesforce (CRM).
• Utilize Salesforce to manage all service requests, ensure all relevant customer, and broker activities are clearly documented.
• Partnering with the Implementation team to ensure that all new groups have successfully been activated and ensuring all broker and client expectations have been achieved.
• Takes complete ownership and accountability for all service-related requests (outside of CS score of responsibilities) and follows up through completion and confirmation back to customers to meet their expectations along with internal SLA’s.
• Service requests include but not limited to product/policy questions, administrative changes, billing concerns, claims inquiries, enrollment completion, customer education, general account management support.
• Proactively communicates with customers and helps guide and educate them on all tools and resources available to them for future needs by understanding our product portfolio and the details of each product.
• Develops and maintains excellent working relationships with the Account Manager and Sales.
• Executive in the assigned market/territory as well as all other internal business partners.
• Understands and clearly explains the value of Equitable, our business partnerships and the strength of our products.
• May provide upon completion of the implementation process a pro-active outreach call to educate.
• Clients and Brokers on Equitable’s administrative policies and EB360 portal.
• Provides sales support by managing RFP inventory and Proposal Process to include: Reviewing RFP data, discerning the data received and partnering with SE and Underwriting to underwrite and release a proposal.
• Partnering with underwriting to ensure proposals are on track to meet due dates.
• Remains up to date on market changes that impact their clients and provides consultation on how Equitable may support their changing needs.

Market Support Representative – Group Insurance

• Counsel in connection with various federal income and estate tax law and compliance matters that may arise concerning the design, sale (or exchange of) and administration of variable insurance products, including the review and revision of variable insurance product disclosures and related point-of-sale materials.
• Provide education and advice to product, sales, and service teams in connection with qualified and nonqualified plan tax law and compliance.
• Provide legal support in connection with annuity and life insurance product development, administration and implementation.
• Advise on existing and new statutory and regulatory requirements to ensure compliance.
• Provide general corporate tax advice in connection with the company’s payroll, benefit taxation, information reporting and withholding, and other tax matters as assigned.

Tax Counsel

• Act as lead architect for the Group Retirement platform
• Perform complex system analysis and work closely with business clients
• Develop applications for high transaction data processing
• Advocate for business clients in all phases of the solution development lifecycle
• Analyze various interconnected legacy applications
• Develop Software solutions to perform data analysis
• Create test data and build prototypes to validate system requirements

Systems Analyst

Compliance

• Support operational areas by identifying audit and regulatory requirements and coordinating compliance activities
• Gather, prepare, and organize documentation across multiple teams
• Facilitate walkthroughs and communicate effectively with auditors and examiners
• Coordinate audit activities from scoping and planning through remediation
• Track responses, remediation efforts, and management sign-offs
• Adjust priorities and workflows to meet evolving business needs
• Coach, develop, and support team members, fostering collaboration and shared success
• Independently address complex or sensitive issues with appropriate guidance and escalation when needed

Compliance and Controls Lead Associate

Insurance

• Use business process design tools, including process maps and flow charts, to clarify reinsurance problems, goals and requirements to various Reinsurance stakeholders.
• Provide extensive subject matter expertise to support our enterprise strategy for reinsurance data.
• Supports an agile project management framework to prioritize and pace projects with a cross-functional team.

Lead Reinsurance Treaty Analyst – Remote or Hybrid

Financial Planning and Analysis

• Establish relationships with clients by delivering value through proactive contact via phone, email, and chat
• Provide a single point of contact that brings together all resources to address client needs
• Answer client questions on their existing products and validate investment decisions
• Identify new opportunities in partnership with the client
• Assist the client in initiating or completing transactions as appropriate

Salaried Financial Professional – Premier Team

Marketing

• Develop and lead fully integrated, advisor facing repeatable and scalable marketing programs that drive growth, lead generation, and client engagement.
• Use data and book-of-business insights to identify target segments, niches and opportunities for program development.
• Create turnkey marketing toolkits across email, social, digital, events, education-based marketing, community engagement suggestions, client presentation and content that advisors can easily use in the field.
• Develop thematic programs around key business opportunities such as the Great Wealth Transfer, retirement income planning, tax-aware investing, and multi- generational wealth planning.
• Partner closely with Wealth Management teams such as the broker/dealer, training and practice management teams to support advisor education, adoption and execution.
• Design and support niche, affiliation, and branch-level marketing programs.
• Drive internal awareness and adoption of programs through training, communications and field enablement.
• Collaborate cross-functionally with analytics, product marketing, advanced markets team, asset management, creative, enterprise thought leadership and compliance teams.
• Collaborate with branch leadership and field teams to identify high-potential niches and affiliation opportunities.
• Share best practices and insights across Equitable Advisors, training, and field leadership.
• Manage agency and vendor relationships as needed to support program development and execution.
• Define success metrics for advisor programs, including lead generation, adoption, engagement and conversion.
• Measure program performance and continuously optimize based on data and advisor feedback.

Marketing Programs Director, Wealth Management

Product Manager

• A part of the Product Lifecycle squad under the Educators and Enterprise Solutions Tribes that supports Product Innovation and Implementation for the Equitable Group Retirement business.
• Identify innovative ways to support the maintenance of the products that create efficiencies and help accelerate our growth.
• Support development and maintenance, monitoring of Product collateral
• 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.
• Coordinate and implement required client communications
• Lead cross-functional project teams to deliver product initiatives
• Develop and manage project plans, timelines, and deliverables for product launches, updates, and regulatory implementations.
• Sales team technical product support – RVP’s, sales desk, via phone and in person for large opportunities
• Ongoing product support and issue resolution for RVP’s, advisors
• Product sales training ongoing for RVP’s, sales desks, advisors
• RFP review and answers in coordination with RFP team

Product Manager – Group Retirement

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 up to 80% as needed.

Regional Vice President, Group Retirement

Administrative Assistant

• Manage complex, high-volume calendar for the Senior Actuarial Leadership Team.
• Coordinate meeting logistics, including agenda preparation, material distribution, action-item tracking, and follow-up documentation.
• Manage end-to-end expense administration for Chief Actuary and Senior Actuarial Leadership Team.
• Review expenses for accuracy, proper documentation, and compliance with company policies prior to submission.
• Prepare, edit, and format actuarial and financial correspondence, presentations, reports, and related materials.
• Maintain electronic files and records in accordance with company policies and regulatory requirements.
• Assist in compiling information for management reports, audits, and leadership reviews as requested by Senior Actuarial Leadership Team.
• Support adherence to internal controls, compliance standards, and record-retention requirements.
• Support Actuarial office operations by coordinating administrative systems, tools, and supplies.
• Anticipate administrative needs and proactively support leadership and team priorities.

Executive Administrative Assistant – Actuarial Department

• Maintain complex executive calendars; anticipate conflicts and prioritize competing demands.
• Prepare agendas, briefings, summaries, and confidential correspondence.
• Manage travel, expense reports, onboarding/offboarding, and ServiceNow requests.
• Act as a project manager for special projects, facilitating meetings and communicating results to management.
• Coordinate quarterly close meetings and manage logistics for corporate events.

Executive Administrative Assistant – Chief Accounting Officer

• Direct responsibility for the hiring, training and motivating of Third-Party Channel wholesalers.
• Wholesaler management includes accountability for hitting sales, activity and budget targets.
• Field activities include routine travel and wholesaler training in areas such as product training, presentation skills and territory management.
• Assist in the building and execution of sales and marketing plans for Equitable Distributors’ (EDL) with senior management and Key Accounts.
• Manage their division within budget: T/E, focus firm discretionary and DVP discretionary budgets.
• Strategic Awareness: Provide input into the strategic direction of EDL in a way that is consistent with senior management and conforms with the profitability targets of EDL and Equitable.

Divisional Vice President, Individual Retirement

Customer Success Manager

• Complete data intake across initiatives involving contact database growth, territory management, sales projections, marketing campaigns, and research engagements
• Manage contact database quality, including the identification and resolution of data integrity issues, partnering closely with Technology and IT teams
• Partner with Salesforce Admin in conducting Salesforce training for Distribution users
• Create Salesforce processes documentation and training materials for Distribution users
• Conduct research and analysis, working with stakeholders to assist in developing recommendations and building business cases for the evolving CRM sales strategy
• Monitor effective usage of the platform through designing, building, and maintaining dashboards
• Proactively support end users in driving best utilization of Salesforce
• Act in a project management capacity for key strategic initiatives, coordinating with cross-functional teams on project initiation, planning and design, execution, and tracking
• Build, manage and execute campaigns and journeys using SFMC
• Verify audience eligibility, workflow setup, audience segmentation, decision splits, wait activities, CRM specifications and scheduling
• Cross-collaborate and strategize with IT, Distribution, Technology, Product, Operations, and Marketing to create wide-ranging campaigns
• Validate content, layout, A/B testing and tracking analytics for email deployment
• Develop analytics methodology to assess campaign results as well as integrate test and learn opportunities to future campaign deployments
• Identify and troubleshoot technical issues related to templates, segmentation, CRM campaign feed activity and delivery
• Maintain creative briefs that capture all elements of a journey campaign
• Develop deployment calendars for journey execution to ensure optimal execution and timelines

CRM Analyst – Sales Optimization

• Monitors and interprets federal and state tax regulations for disability, statutory disability, and PFML programs; ensure policies and procedures remain compliant.
• Confirms taxability of benefits based on premium funding source (employer-paid, employee pre-tax, employee post-tax).
• Ensures proper preparation of required forms (e.g., W-2, 1099, and other federal/state-specific reporting for benefit payments).
• Serves as the subject matter expert for internal teams on benefit taxation and reporting requirements.
• Develops standardized templates and documentation to support repeatable compliance processes.