Job description
Equitable Advisors, Product Manager (Remote Possible)
(220000SL)
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 investment products and advisory solutions.
Responsibilities of the Product Manager include:
- Supporting relationships with our sponsor partners, including products to business plans.
- Assisting with identify opportunities to increase the sale of investments with Equitable Advisors retail channel.
- Developing an understanding of specific broker/dealer product offerings.
- Assisting due diligence teams with reviews of new and existing investment products.
- Creating and reviewing reports related to product lines.
- Understanding and contributing to certain written supervisory procedures (WSPs).
- Supporting and contributing to various marketing projects and initiatives.
- Participating in the planning and execution of firm advisor conferences.
- Reviewing communications in relation to various products lines and initiatives.
- Managing and organizing several administrative tasks associated with the role.
- Additional ad-hoc projects as assigned by your leader.
Skills required to ensure success include:
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.
Additional Qualifications:
- 2+ years of work experience related to the Product Manager responsibilities with investment securities, annuities and/or other financial services products.
- Series 7, Series 66 or (Series 63 and 65), Series 24 required or must obtain within 6 months of employment
- Knowledge of alternative investments, mutual funds, investment advisory products and general securities
- Strong Microsoft office skills required, specifically Word, Excel and PowerPoint
- Having intellectual curiosity and ommitment to expanding knowledge of investment products and industry
- Strong organizational skills and the ability to manage multiple deadlines
- Strong communication skills
The base salary range for this position is $54,000- $79,000. 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.
Equitable Pay and Benefits: Equitable Total Rewards Program
About Equitable
We have been providing stability and reliability to our clients since 1859 to help them live their lives with confidence, to give them peace of mind, and enable them to realize their dreams for their loved ones and their legacy.
As an employer, Equitable is committed to creating an environment where everyone feels completely comfortable bringing their true selves to work every day. Equitable has been recognized and certified as a great place to work by the Great Place to Work Institute.
We provide our employees opportunities to move within our organization so they can grow their career and skills without ever having to leave Equitable. Almost 40% of our open jobs are filled with current employees.
In addition to competitive compensation and an outstanding benefits package including 401(k) and medical programs, we offer the opportunity for continued professional development in a congenial corporate environment.
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.
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