Equitable

Full-stack Engineer

• Learn and adapt quickly to new tools, technologies and processes used within Wealth Management Compensation area.
• Support the team in software development, database programming, batch monitoring/on call support and technical problem-solving.
• Collaborate effectively with peers, mentors, and cross-functional teams.
• Participate in requirements gathering, coding, testing, debugging and deployment activities.
• Document and maintain project-related information as needed.
• Maintain a professional and positive approach in all team interactions.

Software Engineer

Business Intelligence Analyst

• Leverage extensive knowledge of relational databases to develop processes to automate reporting efforts of the Employee Benefits Claims organization
• Help to drive the strategic thinking of management by delivering insights that require in-depth analysis and personal initiative
• Support the development of management dashboards to highlight key issues for the leadership team
• Author discrete sections of packages and communications of results (often for leadership audience)
• Track and analyze the outcomes and impact of various initiatives post-implementation
• Work across the organization to identify data needed to analyze the business at a granular level, gathering available data through existing tools, including financial, customer/producer, operation, expense and risk drivers of profitability
• Assist with development of strategic roadmap, identifying opportunities to leverage data and technology to enhance client relationships, retention and acquisition
• Partner with internal and external partners to assist with development of a claims data strategy
• Liaise with Finance, Operations, IT, Product and other key sources of data to identify trends, risks and opportunities and provide clear, concise and actionable insights
• Develop and maintain staffing models for claims resources and associated support functions
• Partner with external data and AI-focused vendors track technology initiative outcomes and results

Metrics and Reporting Analyst – Employee Benefits Claims

Strategy

• Develop, lead, and continuously evolve the company’s Diversity & Inclusion strategy, embedding inclusive principles into talent practices and core business processes.
• Serve as a trusted advisor to senior leaders on inclusive leadership, equitable workplace practices, and change management.
• Partner closely with HR, Recruiting, Learning & Development, Equitable Foundation, and Communications to integrate Culture & Inclusion initiatives throughout the employee lifecycle.
• Collaborate across functions to ensure inclusion is embedded in initiatives ranging from recruiting and development to sustainability and ESG reporting.
• Lead the design and execution of an early talent pipeline strategy to attract diverse talent to the Equitable Advisors wealth management business.
• Build and manage external partnerships with professional networks, industry organizations, high schools, and universities.
• Coordinate immersive, experiential programs such as externships, one-day branch office engagements, and other hands-on experiences for prospective candidates.
• Represent Equitable and Equitable Advisors at student engagement and recruiting events.
• Oversee Employee Resource Groups (ERGs) and inclusive culture campaigns that drive engagement, accountability, and enterprise-wide visibility.
• Represent the company externally on topics related to inclusion, corporate purpose, and ESG, managing select partnerships and industry recognitions.
• Use data, dashboards, and analytics to design initiatives, measure outcomes, and clearly communicate progress toward diversity and inclusion goals.

Diversity & Inclusion Strategy Lead

Account Executive

• Develop and maintain strategic business relationships with brokerage firms, consulting houses, General Agencies (GA's) and PEOs
• Meet or exceed activity goals as it relates to new client meetings, quote activity, relationship management and annual premium sales goals
• Responsible for generating proposals for group Life, Dental, Disability, Vision, Critical Illness, Accident, & Hospital Indemnity clients in target market of 20-500+ lives in designated territory
• Provide consultative analysis and recommendations to distribution channel partners and prospective clients
• Construct and maintain a business plan for your designated territory based on sales and strategic initiatives
• Build long-lasting, mutually beneficial relationships with external contacts and internal departments to create a better customer experience
• Meet or exceed assigned premium, proposal activity and meeting targets monthly, quarterly and annually
• Coordinate and track client events, meetings, appointments, and conferences
• Coordinate with the Regional Account Manager on the delivery of all proposals
• Remain current on company offerings and industry trends through market research, business area meetings, conferences, and industry events

Employee Benefits Sales Executive, WA & OR

Manager

• Lead and coordinate the response to cyber incidents, ensuring timely containment, eradication, and recovery.
• Serve as the primary point of escalation during major cyber events, providing guidance and decision-making support.
• Maintain detailed documentation of incidents and lessons learned for continuous improvement.
• Develop, update, and optimize incident response runbooks and playbooks to align with evolving threats and regulatory requirements.
• Interface with Lines of Business (LOBs) to ensure alignment of incident response processes with operational needs.
• Design, develop, and deliver annual cyber crisis tabletop exercises to validate organizational readiness.
• Track and report on incident metrics, trends, and response effectiveness to senior leadership.

Cyber Crisis/Incident Response Manager

Product Manager

• Manage the implementation of changes to annuity product forms, including eDox
• Management and implementation of the processing of Retail product exception and the weekly Exceptions Committee Meeting, exclusive of large case Retail exceptions
• Oversee the review and approval of Marketing Materials, Sales Ideas, and Presentations
• Participate in the yearly Prospectus review process
• Assist in Contract and Filed Forms reviews and analysis as needed
• Responsible for working with the Senior Product Managers of Individual Retirement to support coordination of all aspects of implementation for prioritized initiatives including post-implementation monitoring and evaluation
• Clear communication of status, milestones and deliverables across all projects

Vice President

• Developing and maintaining consultative relationships with Independent, Bank, POS BGA, and P&C advisors
• Achieving and exceeding territory sales targets and territory management (APE)
• Developing new producers while retaining existing producers to grow market share
• Educating and training advisors on Equitable’s Life products

Regional Vice President – Life, External Wholesaler

Financial Planning and Analysis

• A Financial Professional will establish relationships with clients by delivering value through:
• Proactively contacting our clients via phone, email, and chat
• Providing a single point of contact that brings together all the resources Equitable has to offer to address client needs
• Being an invaluable resource to answer client questions on their existing products and to validate their investment decisions
• Identifying new opportunities in partnership with the client
• Assisting the client in initiating or completing transactions as appropriate

Financial Professional – Premier Team

Account Manager

• Provide day to day plan administration support to plan sponsors, advisors, and Third-Party Administrators
• Communicate with clients, management, and legal counsel on potentially litigious situations
• Support incoming toll-free inquiries minimum of 75% per day

Retirement Plan Account Manager

Claims Specialist

• Deliver an exceptional customer experience
• Communication via telephone, email, and text
• Review and interpret medical records
• Document objective, clear and technical rationale for all claim determinations

Disability and Leave Management Claims Specialist, Disability Claims Experience Required

Analyst

• Serve as the primary liaison with banking partners to maintain strong relationships and ensure optimal service delivery between banks and all areas of the Equitable business.
• Lead and support banking integrations and other technological initiatives, including connectivity (API & SFTP), payment platforms, and other forms of secure file transmission and consumption.
• Utilize Treasury Management Systems (TMS), ERP, and internal software to streamline workflows, maintain data integrity, and support system upgrades and testing.
• Develop tools leveraging AI for augmented data exchange, forecasting and analytics.
• Manage bank account architecture, administration and services, while ensuring compliance with internal controls and other regulatory standards.
• Cross-collaborate with the treasury and other teams for streamlining daily operations.

Senior Corporate Treasury Analyst

Incident Response Analyst

• Assist in triaging and analyzing security alerts and incidents
• Execute containment and remediation steps under the guidance of the Incident Response Manager
• Document incident details and contribute to post-incident reviews
• Update and maintain incident response runbooks and playbooks
• Ensure documentation reflects current processes and threat intelligence
• Support the planning and execution of annual cyber crisis tabletop exercises
• Communicate with Lines of Business during incidents to gather information and provide updates
• Prepare incident summaries and reports for internal stakeholders

Cyber Incident Response Analyst – Specialist

Security Analyst

• Serve as the primary liaison between the organization and external threat intelligence providers
• Curate, validate, and prioritize threat intelligence feeds for relevance and impact
• Disseminate actionable intelligence to SOC, penetration testing teams, and other stakeholders
• Leverage SOC tools and technologies to operationalize threat intelligence
• Conduct proactive threat hunting based on intelligence indicators and emerging trends
• Serve as a member of the technical incident response team during cyber events
• Prepare intelligence reports and briefings for leadership and technical teams
• Perform threat detection and monitor the threat landscape as it relates to the firm

Cyber Threat Intelligence Analyst

• Deliver EDI requests on time and with precision, meeting SLA standards for accuracy and timeliness.
• Build strong client relationships by communicating best practices, promoting data integrity, and balancing business needs effectively.
• Continuously evaluate and improve processes, identifying opportunities to streamline workflows, and enhance customer satisfaction.
• Resolve discrepancies promptly, providing clear, accurate responses aligned with company policies and values.
• Collaborate across departments to develop solutions for recurring issues, engaging IT resources when necessary.
• Demonstrate expertise in file mapping and share technical knowledge to support team development.
• Apply strong analytical skills to identify root causes and implement effective resolutions.
• Conduct thorough testing of technology changes using UAT and enhanced tools to ensure successful implementation.
• Proactively monitor data and anticipate downstream impacts, mitigating risks before they occur.
• Partner with external vendors to streamline processes and meet testing timelines efficiently.

Benefit EDI Analyst

• Collaborate with vendors, internal departments, and the Equitable field force to ensure effective platform management and operational efficiency.
• Create, update, and manage project timelines for contract renewals, tool enhancements, and communication plans, ensuring deadlines are met and projects are executed successfully.
• Build and maintain strong relationships with internal stakeholders and clients to foster effective communication and collaboration.
• Work closely with vendors and Equitable IT teams to ensure data feeds (e.g., DST and DTCC feeds) are updated and troubleshoot issues to provide seamless service to Financial Professionals.
• Manage subscriptions, user access, and invoice processing to ensure accuracy and compliance with organizational policies.