Equitable

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.

Senior Tax Specialist – Employee Benefits Claims Team

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.