Equitable

Security Engineer

• Administer and maintain electronic access control systems (e.g., Lenel, Honeywell, or similar platforms)
• Configure user access permissions and manage credentials in compliance with security policies
• Monitor system performance and troubleshoot hardware/software issues
• Coordinate with IT and Facilities teams for system integrations and upgrades
• Ensure compliance with regulatory and organizational security standards
• Maintain accurate documentation of system configurations, changes, and incidents
• Provide technical support and training to end-users and security personnel
• Respond to security incidents and assist in investigations as needed

Access Control Security Systems Administrator

Compliance

• Provide compliance support to Complex Controls Chief for the Greater New York Complex
• Review and investigate actions that trigger flags in various review systems
• Conduct annual financial advisor compliance interviews/audits, including inspection of business practices and registered location
• Assist in training, education of financial advisors
• Prepare for regulatory and internal audits

Senior Branch Compliance Manager

Account Manager

• Build relationships with the Equitable Advisors field force
• Support complex leadership and their FPs in building and growing their practices
• Focus on defined segments to increase new assets in the territory
• Support growth of advisory business and increasing the adoption of Unified Managed Accounts
• Provide “go-to” support for our complexes and FPs

Relationship Manager, Advisory and Investment Consulting

Data Scientist

• Lead the development, maintenance and enhancement of the company’s capital and free cash flow projection.
• Partner with key stakeholders to analyze the capital impacts of initiatives/transactions (M&A, reinsurance, structured asset etc.).
• Prepare short- and long-term capital projections to support planning cycles and strategic initiatives.
• Support asset-liability management activities, including developing and monitoring key balance sheet metrics and liquidity needs.
• Produce clear, well-structured presentations and reports for senior management, risk committees and regulators.
• Support communication with external parties such as regulators, rating agencies and distribution partners.

Statutory and Finance Strategy Analytics Lead

Financial Planning and Analysis

• Assist in updating and maintaining the company’s capital and free ‑ cash ‑ flow projection models.
• Support analyses of capital impacts related to various business activities (e.g., reinsurance arrangements, product changes, asset transactions).
• Help prepare routine capital projection materials used in planning cycles and internal reviews.
• Contribute to asset ‑ liability management efforts by gathering data, running reports, and monitoring key balance ‑ sheet metrics.
• Prepare clear and organized presentation materials and reports for internal teams and senior leaders.
• Assist with documentation and materials used for communications with external parties, including regulators and rating agencies.
• Stay up to date on internal guidelines and support the team in tracking changes to relevant regulatory capital requirements.

Statutory and Finance Strategy Analyst

Project Manager

• Successfully lead large scale projects and deliver on project/business objectives.
• Drive the development and maintenance of a tightly integrated project schedule across multiple workstreams.
• Provide a disciplined yet flexible approach to project planning and execution.

Project Manager – Results Delivery Office

Vice President

• Develop and manage consultative relationships with existing Third Party advisors.
• Assess and identify the needs of advisor clients in order to promote new products.
• Develop new producers while retaining existing producers to grow market share in excess of 15%.
• Educate and train advisors on Annuity products.
• Champion for headquarters marketing campaigns at local client level.
• Develop new relationships. Responsible for territory management.
• Utilize internal sales desk for enhanced customer service.
• Follow up on Internal Sales Desk leads.
• Maintain sales goals. Candidate must be able to identify, create and implement annuity sales opportunities.

Regional Vice President, External Wholesaler

• Assist with the development of project initiation documentation, including drafting project scopes, timelines, and resourcing proposals.
• Coordinate project tasks, track milestones, and ensure deadlines are met across various workstreams using project management software like Microsoft Project.
• Document project minutes, actions, and decisions, and follow up with stakeholders to ensure accountability and progress.
• Assist members of the Operations team in mapping current legal workflows, identifying bottlenecks, and proposing opportunities for efficiency gains.
• Assist in documenting and standardizing legal processes, policies, and procedures to ensure consistency and audit readiness.
• Help create and maintain a repository of legal documents, templates, and best practices for knowledge sharing across the department.
• Support the evaluation, implementation, and maintenance of legal technology solutions, such as contract, document, and matter management platforms.
• Collect project data, analyze performance metrics (KPIs), and assist in creating dashboards and reports to inform data-driven decision-making for senior leadership.
• Provide basic user support and training on legal technologies and new processes as needed.
• Provide additional operations process and procedural support such as form and template design, workflow documentation development, and first-level IT triage.

Project Manager – Law Department Operations

Customer Support

• Answer an average of 45-55 inbound calls per day, ranging from simple requests to market sensitive complex inquiries from Clients and Financial Professionals
• Deliver exceptional customer service while adhering to Attendance guidelines, Quality, Productivity, Availability, ACW, and Adherence goals established by the department.
• This position requires active participation and successful completion of customer service training and other training to remain current with operational policies, new products and procedures.
• Work schedule will be determined periodically and may fluctuate daily within the hours of operation.

Customer Service Representative

• Successfully support large scale projects and deliver on project/business objectives.
• Drive the development and maintenance of a tightly integrated project schedule across multiple workstreams.
• Implement rigorous risk management practices early in the process to identify potential pitfalls and develop mitigation strategies well in advance of risk realization.
• Develop data-driven reporting and relevant KPIs to track/measure performance and course correct when necessary.
• Partner with key leadership team members in identifying, prioritizing and implementing transformational objectives in their business operations.

Project Coordinator, Results Delivery Office

Manager

• Leading a team of Sales Executives within an assigned territory
• Travel with each Sales Executives and get to know the brokers and general agents within the region
• Pro-actively coach, develop, empower Sales Executives, and manage a diverse team to drive engagement and performance
• Deliver the vision and strategy to the assigned sales team to ensure profitable growth of the Equitable's Employee Benefits business
• Work in conjunction with regional and national distribution leadership to drive prospect activity and sales in the target market segments (20 to 500+ lives) within the assigned designated territory
• Develop and maintain strategic business relationships with brokerage firms, consulting houses, managing local general agencies
• Meet or exceed assigned premium, proposal activity and meeting targets quarterly and annually for the assigned territory.

Producing Market Manager, Employee Benefits

Implementation Specialist

• Managing a team of Implementation Experience Managers, ensuring adherence to turnaround times, service level agreements, and quality
• Subject Matter Expertise in the Implementation Experience Manager roles and responsibilities
• Ability to train, monitor, and continuously grow individual contributor roles
• Deep understanding of peripheral operational processes and handoffs for Distribution, Underwriting, Licensing & Appointment, Enrollment Analysts, and retention area
• Process development collaboration with counterpart Regional Implementation Experience Leader
• Handle escalations related to client implementation in their region
• Grow and develop team

Regional Client Implementation Team Manager

Support Engineer

• Provide high level customer service support for the assigned Branches and maintain field force Contract, Licensing and Registration records.
• Function as an information resource and quality control.
• Under general supervision, enter, update and maintain all records regarding new hire processing, individual licensing and registration needs.
• Review and process the initial FINRA form U4s, Departments of Insurance License/Appointment applications, Appointment renewals and Contracting updates for candidates.
• Update and maintain candidate records using external and internal systems and applications.

Branch Support Analyst – Licensing and Controls, Strong Entry-Level Role

• Host meetings with external clients via video conferencing
• Provide email and verbal updates to key stakeholders
• Coordinate all implementation needs across departments
• Organize and maintain project plans
• Ensure all necessary milestones and requirements of implementation process are met timely
• Provide weekly status reports and feedback on processes to leadership
• Review and map census files in Excel
• Upload census data and effectively communicate with external parties to resolve errors
• Update Salesforce with all applicable fields for accurate reporting
• Review group level documentation to ensure accuracy of group setup
• Build effective relationships with internal and external partners

Client Implementation Consultant

Solutions Engineer

• Responsible for the definition, maintenance and evolution of technical domain of CI/CD and AI coding assistants.
• Responsible for the definition, maintenance and evolution of one or more systems within a line of business.
• Works with the application development teams of lines of business to provide specialized knowledge of a suite of technology and/or software products/applications
• Provides Architecture expertise to help solve complex technical problems, ensuring the best architecture solutions are implemented wherever possible.
• Identifies exceptions to the current Guidelines and Standards and refers to the Lead Solution Architect or Enterprise Architect
• Conducts research of standard tools and technology to deliver the enterprise architecture guidelines and standards under supervision of a more senior or lead architect
• Understands the Business Objectives/Drivers that impact the architecture component (data, application, security, development, etc).
• Able to work in Agile Kanban/Scrum methodology as member of scrum team, contributing skills outside of architecture domain; like development, requirements elicitation, code review, etc
• Plays a supporting role to the Lead Architect and/or Enterprise Architect in the evolution of assigned enterprise architecture components.
• May get involved updating Enterprise Architecture documentation
• Obtains an in-depth knowledge of the company's Enterprise Architecture and Standards and assists in communications of these principals and their objectives to the application team
• Identify opportunities for improvement and recommend solutions