Equitable

Account Manager

• Build and maintain strong, professional relationships with assigned customers, brokers, and key stakeholders.
• Manage a book of business in the 250+ life segment, driving growth and persistency.
• Partner with Distribution and internal teams to deliver value-added solutions and meet service, growth, and retention objectives.
• Lead renewal efforts by conducting detailed renewal analyses, making pricing recommendations with Sales Executives, and delivering timely, accurate renewal packages to brokers and GAs.
• Achieve premium growth goals through add-coverage sales, acquisitions, plan design changes, and enrollment strategies.
• Proactively assess client needs and develop clear communication plans for customers and brokers.
• Collaborate closely with Sales Executives (SE), Marketing Service Representatives (MSR), Implementation Consultants, and internal service teams to resolve issues and ensure seamless client experiences.
• Participate in finalist presentations, clearly articulating Equitable’s value proposition, partnerships, and product strengths.
• Conduct regular client stewardship meetings, including claims and administrative reviews, identifying issues and recommending solutions or additional products.
• Lead client education and outreach through in-person meetings, calls, virtual sessions, and ongoing communication.
• Facilitate installation meetings post-implementation and educate clients and brokers on administrative processes and EB360 capabilities.
• Stay informed on market and regulatory changes impacting clients and provide consultative guidance.
• Use Salesforce to document activities and manage pipeline and account information.
• Mentor MSRs and Regional Account Managers; support onboarding and ongoing development of new team members.

Senior Account Manager, Employee Benefits

Sales

• Join our Sales Launch Training Program where you’ll spend 6 weeks learning variable annuities, sales strategies, objection handling, and the fundamentals of product positioning.
• Earn your Series 6 and Series 63 licenses with dedicated study time, training support, and exam preparation resources.
• Provide inbound sales desk support, answering questions from financial professionals about products, sales concepts, marketing materials, and positioning strategies.
• Serve as a trusted resource, educating advisors on how easy it is to do business with Equitable and delivering a best‑in‑class service experience.
• Act as a liaison between our home office and Regional Vice Presidents, helping to coordinate strategy, share insights, and strengthen relationships.
• Manage a strong sales pipeline, identifying opportunities within assigned territories and tracking progress to maximize revenue potential.
• Collaborate with Regional Vice Presidents to build tailored business plans that support territory growth and drive sales results.
• Demonstrate drive, energy, and enthusiasm, showing up ready to learn, compete, and grow in a career path that leads to internal wholesaling and beyond.

Sales Associate – Annuity Sales Desk

Content Writer

• Demonstrate an understanding of Equitable’s employer-sponsored products and services
• Work on multiple projects simultaneously to meet strict deadlines
• Write clear, concise, and accurate responses by customizing available content
• Prepare responses that speak to the intended audience
• Collaborate with various departments throughout the firm...
• Edit final documents to reflect a customized response for the specific opportunity while maintaining consistency and quality of key messages
• Coordinate production of final proposals (formatting, technical editing, and reproduction)
• Submit final proposals, electronically or by print
• Utilize and periodically update third-party databases consisting of answers and information necessary to respond to RFP and RFI questions
• Follow-up on status of submitted proposals
• Enter bid details into tracking database and update each case as changes occur
• Demonstrate a full understanding of different group retirement products

Group Retirement RFP Writer

• Responsible for building strong partner relationships within the assigned territory and act as their liaison.
• Accountable for the license and appointment process for all producers.
• Accountable for the end to end account management experience of assigned cases and securing additional lines of coverage.
• Oversees the renewal process for all cases.
• Respond to customer needs proactively.
• Provide management and project teams with updates on accounts and problem solve.
• Identify alternative solutions.
• Understand benefit offerings of group insurance and policy language.
• Provide excellent pre- and post-sale customer service and solve escalated issues.
• Travel as needed to develop, build and maintain strong broker/consultant and client relationships.
• Maintain up-to-date broker/client information on company applications, business plans and legal requirements.
• Develop strong partnerships with sales, marketing, underwriting, billing, eligibility, claims and customer service.

Regional Account Manager – Northeast

Business Analyst

• Responsible for various activities across the CSP functional areas as needed, to include, project-managing annual Critical vendor risk re-assessments
• Facilitating the vendor off-boarding function
• Managing a portfolio of risk reviews
• Supporting the loading of contracts into our vendor management tool
• Pulling contracts to support ad hoc inquiries
• Coordinating information requests across departments
• Resolving issues and questions as they arise by investigating facts across various CSP systems
• Process documentation, drafting inter- and intra-departmental communications, and other duties as assigned
• Work directly with business areas and with risk stakeholders such as CISO, BCP, Privacy, and Records Retention
• Ensure timely and accurate processing of the risk reviews
• Monitor and resolve issues as they arise
• Manage the annual re-assessment of Equitable’s critical vendors
• Prepare reports as required
• Facilitate risk reviews on third party vendors depending upon the vendor type and criticality

Senior Vendor Management Analyst

Project Manager

• Lead Strategic Initiatives: Take ownership of high-impact business development projects, leading them from ideation through to implementation and delivery.
• Project Execution: Develop and manage project timelines, deliverables, and success metrics to ensure on-time and on-budget execution of initiatives.
• Cross-Functional Collaboration: Work closely with teams across the organization—such as Marketing, Sales, Finance, Operations, Product, and Legal—to align efforts, uncover dependencies, and ensure unified execution.
• Program Design & Overview: Build comprehensive project and program overviews, including business cases, implementation roadmaps, resource plans, and risk assessments.
• Leadership & Influence: Act as a central driver of progress, removing roadblocks, managing stakeholders, and maintaining accountability without direct authority.
• Executive Communication: Prepare and present concise updates, strategic briefings, and recommendations to senior leadership.
• Continuous Improvement: Analyze past project performance and identify opportunities to improve process efficiency, scalability, and execution quality.

Senior Project Manager – Business Development

Risk

• Analyze TPA performance against SLAs, KPIs, and contractual obligations; highlight trends, drivers, and emerging risks
• Facilitate and schedule Monthly and Quarterly Business Reviews (MBRs/QBRs), including data validation, performance summaries, and action items
• Maintain governance routines and artifacts (issue logs, action registers, risk/control trackers, and decision records) to ensure transparency and auditability
• Perform initial assessment and triage of operational issues (impact, severity, root cause hypotheses, and required stakeholders); monitor remediation plans and validate evidence of completion
• Support operational risk management for TPAs by coordinating SOC report review, audit requests, and control testing/attestations
• Partner with Corporate Sourcing and Procurement (CSP) and business stakeholders to support contract administration (renewals/amendments)
• Reconcile and process vendor and third-party billing
• Own monthly and annual accrual process for Operations’ billing
• Generate billing, reconcile payments and create reporting for fees collected from funds under management
• Identify opportunities to improve governance processes; document procedures and implement enhancements in partnership with stakeholders

Operations Third-Party Vendor Governance Analyst

Accountant

• Daily reinsurance accounting activities, including transaction recording, reconciliation, and ledger maintenance
• Interpret and operationalize complex reinsurance contracts
• Establish and uphold internal policies and procedures for reinsurance financial operations
• Ensure timely issuance of billing statements and collections from reinsurers
• Identify trends and variances through financial data review

Reinsurance Accountant

Financial Planning and Analysis

• Build trusted relationships with clients by delivering value through meaningful, proactive engagement
• 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 Advisor

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 and State Paid Family Medical Leave (PFML) 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

Sales Executive, Group and Voluntary Benefits

• Client Engagement: Build and nurture client relationships through networking events and portfolio management, ensure consistent communication and progress tracking
• Financial Strategy Development: Understand clients' financial objectives and risk tolerance to devise personalized strategies, offering clear recommendations and guidance
• Product and Service Consultation: Discuss financial products and services tailored to clients' unique situations
• Location: In-office presence required
• Work-Life Balance: Flexible schedule to maximize productivity and personal time

Entry Level Financial Advisor

• Client Engagement: Build and nurture client relationships through networking events and portfolio management
• Financial Strategy Development: Understand clients' financial objectives and risk tolerance
• Product and Service Consultation: Discuss financial products and services tailored to clients' unique situations
• Work-Life Balance: Flexible schedule to maximize productivity and personal time

Financial Professional

Business Operations

• Managing scheduling and calendar coordination to optimize management’s time.
• Handling correspondence, communications, and document preparation for the branch.
• Assisting with meeting/DSF training organization, agendas, presentations, and follow-ups.
• Acting as a liaison between internal/external stakeholders and coordinating Sales management team.
• Serving in an Operations capacity to ensure the branch’s needs are met.
• This position offers a hybrid work schedule, with an on–site presence of 2–3 days per week combining flexibility with team collaboration.

Business Operations Coordinator

Analyst

• Perform daily cash position
• Process wire and foreign exchange transactions
• Leverage Treasury Management System, ERP, and internal software in support of daily Treasury activities including upgrades and system testing and maintaining system database tables and integrity of data
• Complete cashflow and liquidity forecasts for communication to senior leadership, monitor daily liquidity of domestic entities and perform ad hoc analysis as needed
• Monitor, analyze, and prepare invoices for payment of bank account fees
• Manage the opening/closing of bank accounts and adding/removing of bank account services
• Ensure compliance with OFAC regulations and fraud prevention best practices
• Gather information for audit and SOX control testing requirements
• Perform other duties as assigned

Treasury Analyst

• Assist in the preparation of the federal tax return
• Gathering and analyzing outside funds’ annual reports and other reports for foreign tax credit and dividend received deduction disclosures
• Inputting data received from schedule K-1s and K-3s
• Preparing other deductions workpaper
• Inputting data for informational tax return items into Corptax return software
• Assist in the preparation of state and city income tax returns
• Prepare separate company state returns
• Prepare city income tax returns
• Process mailings of the state and city income tax returns
• Assist with responding to inquiries from the IRS and other taxing authorities
• Assist with the paperless environment by scanning and saving business documents such as business licenses
• Participate in in-office team days as needed
• Network with your peers
• Meet with tax team members for regular feedback and professional development discussions