Equitable Advisors, Senior Product Manager - Retirement Plans

Job Number: 9747

Job Number: 250000FY

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?

Sitting within the Wealth Management area of Equitable, Equitable Advisors is committed to making a difference in the lives of clients. Across the U.S., financial professionals operating under the Equitable Advisors brand engage with individual clients to build relationships focused on helping individuals achieve meaningful financial wellness.
In this role, you will join an exciting and growing team of dedicated professionals that focus on Equitable Advisors platform of third-party investment products, advisory solutions, insurance products and retirement plan business.

Responsibilities of the Product Manager include, but are not limited to:

• Maintaining a strong understanding of ERISA/retirement plan product offerings including 401k, 403(b)(7), SEP, Simple IRA plans and other retirement related markets.
• Possessing a general understanding of overall Broker/Dealer investment and insurance products.
• Performing due diligence reviews of new and existing third-party retirement plan products and recordkeeping firms.
• Supporting advisors, internal teams, legal/compliance as a subject matter expert in ERISA and retirement plan business.
• Support our in-house 3(21) & 3(38) ERISA Fiduciary program.
• Creating and reviewing reports related to product lines.
• Understanding and contributing to certain written supervisory procedures (WSPs).
• Supporting and contributing to various projects and initiatives.
• Participating in the planning and execution of firm advisor conferences.
• Reviewing communications and marketing material in relation to various products lines and initiatives.
• Managing and organizing several administrative tasks associated with the role.
• Supporting relationships with our sponsor partners, including sales tracking, reporting and marketing functions.
• Managing relationships with multiple third party recordkeeping partners.
• Identify opportunities to increase the sales with Equitable Advisors retail channel.
• Additional ad-hoc projects and BAU tasks as assigned by your leader.

The base salary range for this position is $80,000-$105,000. 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:

• 3 years of work experience related to the Product Manager responsibilities with ERISA/Retirement Plan products.
• Series 7, Series 66 OR Series 63 and 65. Series 24 required or must obtain within 6 months of employment.
• Demonstrated knowledge of ERISA/Retirement Plan products and related regulations.
• Microsoft Office skills specifically Word, Excel and PowerPoint.

Preferred Qualifications:

• Having intellectual curiosity and commitment to expanding knowledge of various products and industry.
• Proven organizational skills and the ability to manage multiple deadlines.
• Effective verbal and written communication skills.

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.

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.

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.

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.

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.

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: Equitable Advisors, Senior Product Manager - Retirement Plans

Location_formattedLocationLong: Charlotte, North Carolina US