Director, Group Retirement Product Strategy and Development

Job Number: 9691

Job Number: 250000CV

External Description: At Equitable, our power is in our people. We're individuals from different cultures and backgrounds. Those differences make us stronger as a team and a force for good in our communities. Here, you'll work with dynamic individuals, build your skills, and unleash new ways of working and thinking. Are you ready to join an organization that will help unlock your potential?

Equitable is seeking a Director of Strategic Product Strategy to support our Group Retirement business. This role will serve as a trusted partner to the Head of Product and senior leaders across Product Innovation and Product Lifecycle. In this high-impact, senior individual contributor role, you will provide strategic insight, market analysis, and cross-functional alignment to support the success of new and existing product initiatives. You will have direct responsibility for developing and managing certain products at the discretion of the head of product across all markets. You will also play a key role in helping ensure product strategies are well-informed, competitively viable, aligned, and effectively executed across the organization.

Key Job Responsibilities

Strategic Partnership & Insight

• Lead new product initiatives, development and execution for all product and service ingredients or components that are part of the Tax Exempt, Corporate and Governmental markets such as bespoke investments, IRAs, financial wellness. Must work closely and collaboratively with peers that lead product lifecycle and product innovation across all markets.

• Provide market, customer, and business intelligence to support the Group Retirement product strategy working closely with the GR Business Engagement team.

• Identify emerging trends, growth opportunities, and client needs to inform product planning.

• Serve as a strategic connector to ensure Product Innovation and Lifecycle efforts are coordinated and aligned with business goals.

Cross-Functional Enablement

• Support the Product Innovation team by offering input on market fit, strategic positioning, and stakeholder alignment for new concepts.

• Collaborate with the Product Lifecycle team to help optimize transition planning, regulatory readiness, and product positioning.

• Partner across distribution, marketing, operations, compliance, and legal to promote seamless execution of product initiatives.

Analysis & Communication

• Lead the development of strategic frameworks and business cases to support internal decision-making. Present business cases to the product approval committee comprised of senior leaders across the enterprise to gain commitment and support.

• Evaluate product and market data to recommend strategic adjustments or enhancements.

• Help, in collaboration with Product Innovation and Product Lifecycle, to craft presentations, white papers, or briefings to drive alignment and communicate product priorities across the business.

• Ensure products and services meet financial hurdles for IRR, VNB and ROA.

The base salary range for this position is $155,000 - $175,000. 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

Required Qualifications

• Bachelor's degree

• 10 years of experience in financial services industry with a focus on strategy or product roles

• Professional experience with Group Retirement products such as 401(k), Defined Benefit, IRAs, Investments, etc.

• Proficiency in Excel and PowerPoint

• Exceptional strategic thinking and analytical capabilities; able to distill complex data into actionable insights

• Demonstrated ability to work collaboratively in a matrixed environment, with strong influencing skills

Preferred Qualifications

• Familiarity with Tableau or other BI tools a plus

• Comfortable navigating ambiguity and driving clarity across multiple workstreams

Skills

Business Acumen: Knowledge of business concepts, tools, and processes that are needed for making sound decisions in the context of the company's business; ability to apply this knowledge appropriately to diverse situations.

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.

Effective Presentations: Knowledge of effective presentation tools and techniques; ability to present information to groups with the appropriate degree of formality.

Knowledge of Sales Channels: Knowledge of meanings and features of sales channels; ability to coordinate multiple and diverse options for selling an organization's products and services.

Products and Services: Knowledge of major products and services and product and service groups; ability to apply knowledge of product and service appropriately to diverse situations.

Teamwork: Knowledge of the necessity and value of teamwork; experience with; ability to work cooperatively towards shared goals and being supportive of others at all levels.

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.

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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: Director, Group Retirement Product Strategy and Development

Location_formattedLocationLong: Charlotte, North Carolina US