Team Lead, Advisor Talent Acquisition & Operations

Job Number: 10033

Job Number: 2600008Q

External Description: About the Role

At Equitable, we help clients secure their financial well-being so they can pursue long and fulfilling lives- a mission we've honed since 1859.

Equitable Advisors Wealth Management Talent team is seeking a Team Lead, Advisor Talent Acquisition & Operations, to lead the start-to-end execution of our early career hiring program for Financial Professionals who do holistic financial planning. The team empowers Field Leaders with the tools, training and skills to attract, develop and retain Financial Professionals. The team lead is responsible for recruiting strategy, marketing the profession, centralized lead flow and also oversees the Exam Preparation team, which arranges for pre-contract candidates to pursue the necessary FINRA licenses. The team lead is the centralized liaison to Complex Presidents and Field Leaders, with these relationships being paramount to success. If you have a passion for talent acquisition, excellent communication skills, and a data-driven mindset, we would love to hear from you. This position will report to the Chief Talent Officer.

What You'll Be Doing

• Build, maintain exceptional relationships with, and drive consistency among Complex Leadership with buy-in from more than 200 geographically-dispersed field leaders who hire more than 700 Financial Professionals annually

• Transform how we communicate with candidates, leveraging data insights to develop turnkey marketing strategies to share our value proposition with early career talent, including career changers, and college graduates

• Develop Recruiting team talent, including centralized sourcing specialists; optimize our recently launched sourcing strategy to disseminate qualified leads to local branches and measure program success

• Negotiate contracts with large-scale vendors and ensure optimal ROI for all tools, subscriptions and Ad campaigns

• Lead the integration of the Exam Preparation team with the Recruiting team for a more cohesive candidate experience, improving conversion at every stage of the journey

• Leverage data to drive decision making, providing key insights on where we are winning and opportunity areas

This position offers a flexible work schedule: it may be fully remote/hybrid. If you are located near one of our offices (e.g., Charlotte, NC; New York, NY; Syracuse, NY), a hybrid schedule with 2-3 days on-site per week is expected to foster collaboration and connection. This role will travel 1-2 times per month as needed. Periodic office visits may be requested based on business needs.

The base salary range for this position is $110,000 - $160,000. Actual base salaries vary based on skills, experience, and geographical location. In addition to base pay, Equitable provides compensation to reward performance with base salary increases, spot bonuses, and short-term incentive compensation opportunities. Eligibility for these programs depends on level and functional area of responsibility.

For eligible employees, Equitable provides a full range of benefits. This includes medical, dental, vision, a 401(k) plan, and paid time off. For detailed descriptions of these benefits, please reference the link below.

Equitable Pay and Benefits: Equitable Total Rewards Program
What You Will Bring

Required Qualifications

• 5 years of experience in recruiting or marketing, preferably in the financial services industry, with deep knowledge of Wealth Management

• FINRA Series 7 & Series 24 registrations or the ability to obtain within 180 days of hire

• Proven track record of leading and developing high-performing teams

• Exceptional presentation skills and ability to manage key stakeholders, inspire adoption of strategies and report progress

Preferred Qualifications

• Advanced knowledge of recruiting best practices, sourcing tools, and data analysis

• Excellent communication, presentation, and interpersonal skills

• Ability to work independently and collaboratively in a fast-paced environment

Skills

Cross-functional Collaboration: Knowledge of collaborative techniques and approaches; ability to promote a culture of continuous improvement and working together across functions to solve business problems and meet business goals.

Effective Communications: Understanding of effective communication concepts, tools and techniques; ability to effectively transmit, receive, and accurately interpret ideas, information, and needs through the application of appropriate communication behaviors.

Influencing: Knowledge of effective influencing tactics and strategies; ability to impact decisions within and outside own organization.

Managing Multiple Priorities: Knowledge of effective self-management practices; ability to manage multiple concurrent objectives, projects, groups, or activities, making effective judgments as to prioritizing and time allocation.

Negotiating: Knowledge of successful negotiation concepts and techniques; ability to negotiate successfully across the organization and with external vendors and clients in a constructive and collaborative manner.

Project Management: Knowledge of effective project management strategies and tactics; ability to plan, organize, monitor, and control projects, ensuring efficient utilization of technical and administrative resources to achieve project objectives.

Results Orientation: Knowledge of the importance of meeting or exceeding established targets; ability to drive critical activities to completion.

About Equitable

At Equitable, we're a team committed to helping our clients secure their financial well-being so that they can pursue long and fulfilling lives.

We turn challenges into opportunities by thinking, working, and leading differently - where everyone is a leader. We encourage every employee to leverage their unique talents to become a force for good at Equitable and in their local communities.

We are continuously investing in our people by offering growth, internal mobility, comprehensive compensation and benefits to support overall well-being, flexibility, and a culture of collaboration and teamwork.

We are looking for talented, dedicated, purposeful people who want to make an impact. Join Equitable and pursue a career with purpose. Click Careers at Equitable to learn more.

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Equitable is committed to providing equal employment opportunities to our employees, applicants and candidates based on individual qualifications, without regard to race, color, religion, gender, gender identity and expression, age, national origin, mental or physical disabilities, sexual orientation, veteran status, genetic information or any other class protected by federal, state and local laws.

NOTE: Equitable participates in the E-Verify program.

If reasonable accommodation is needed to participate in the job application or interview process or to perform the essential job functions of this position, please contact Human Resources at (212) 314-2211 or email us at TalentAcquisition@equitable.com .

Community / Marketing Title: Team Lead, Advisor Talent Acquisition & Operations

Location_formattedLocationLong: Charlotte, North Carolina US