What are the responsibilities and job description for the Complex Onboarding Manager (Northeast) position at Equitable?
Complex Onboarding Manager (Northeast)
(2500007B)
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?
We are currently seeking a dynamic, high-energy individual to provide operating support to our Managerial Team and COO in leading new advisor workflow in Atlantic Liberty, Connecticut, & New England branch locations. This includes coaching of other staff roles to provide a seamless onboarding process.
Key Job Responsibilities
- Role will administer company policy at the local level and act as Field Liaison for the Region/ Headquarters.
- Is Lead Developer in Northeast New Advisor Onboarding process and will work in concert with other Complex/Local roles to develop/refine process.
- Develop and implement efficient procedures throughout the Complex in partnership with COO.
- Update and continuously monitor Smartsheet & Hiring pipeline
- Enroll candidates in Smartsheet Study Tracking
- Partner with AHCA to identify inefficiencies and improve processes
- Initiate smooth AHCA handoff
- Is the AHCA liaison
- Escalates any concerns to Complex Leadership and is a trusted advisor to the COO.
- Liaison and point of contact for all new EXPs
- Shepherds EXPs thru contracting process
- Works with HQ and Business Specialist around AUM & BoB transfer
- Track PEP progress in EAVU
- Consistently communicate candidate progress to VPs
- Will work with local staff around onboarding process and ensure regular meetings occur
- Will create checklists for DSF & EXP Onboarding.
- Maintain consistency with onboarding processes across all districts
- Implement best practices with onboarding district support
- Support HQ initiatives that help develop, improve, or eliminate processes to create value and more effective and efficient support to the field.
- Act as a resource by sharing time and expertise to assist in the development of new programs and systems.
The base salary range for this position is $60,000 - $75,000. 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 industry or operations experience
- Research and data gathering ability
- Able to resolve conflict, problems, and function independently
- Must create systematic processes that are scalable
- Proactive decision-making skills
- Ability to prioritize tasks
- Ability to manage multiple projects
- Strong leadership skills
- Must have working knowledge of hiring process for new and experienced advisors
- Displays good judgment and decision-making skills.
- Understands the need for confidentiality at all levels of work
- Ability to serve as primary contact to and communicate with financial professionals and Vice Presidents with diplomacy and tact.
Skills
Business Analytics: Knowledge of technologies, techniques and practices for the evaluation of business performance data; ability to analyze business performance using advanced statistical methods to predict trends and providing forecasts that drive business decisions and business planning.
Data Gathering and Reporting: Knowledge of tools, techniques and processes for gathering and reporting data; ability to practice them in a particular department or division of a company.
Data Integrity: Knowledge of objectives, terminologies, and approaches of data integrity; ability to ensure the accuracy and consistency of data in various business environments.
Document Management: Knowledge of document management; ability to categorize, integrate, update, document and distribute business information in a secure, effective way.
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.
Process Mapping/Flowcharting: Knowledge of the concepts of process mapping; ability to carry out the documentation of current and proposed manufacturing processes to identify and make improvements.
ABOUT EQUITABLE
At Equitable, we’re a team of over ten thousand strong; 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.
**********
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.
Salary : $60,000 - $75,000
