What are the responsibilities and job description for the Team Lead Individual Retirement Tribe, Advisor Experience Squad position at Equitable?
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?
Advisor Experience Squad Mission: Transform the Advisor Experience by building and scaling digital solutions that increase productivity and remove friction from the sales process
The Team Lead will own all aspects of the advisor (3rd Party and Equitable Advisor) and client experience of doing business with Equitable’s Individual Retirement products. Working closely with IR Distribution Teams, Marketing, Operations, IT and Digital, the Team Lead will redesign processes, leverage technology to reduce manual touches and improve advisor and client experiences. The Team Lead will own and optimize the web experience across clients and 3rd Party and Equitable Advisors, with the goal to: (i) Improve user experience; (ii) Enhance web capability; and (iii) Drive adoption – all to reduce reliance on sales and service teams. A critical function for the Team Lead will be to leverage data to derive insights and drive a data-driven decision making approach, but also to monitor and track impact in sales growth and service efficiencies. Other responsibilities in scope include working with/managing the relationship with annuity order entry vendors (iPipeline, Zinnia, etc.), industry technology (DTCC, DST), and other partners.
The Team Lead is a critical part of New Ways Of Working (NWOW) at Equitable, working closely with the Area Lead using an Agile methodology / NWOW principles. He or she will co-create the Squad vision and goals with the Squad, and will proactively guide the Squad towards these goals under a test-and-learn culture that entails MVP delivery, innovation, frequent engagement with customers, advisors, partners and stakeholders, and continuous iteration. This is a hybrid/flexible position out of either our Charlotte, NC or New York City office, with a blend of working in office and remotely.
Key Job Responsibilities
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
Agile Project Management: Knowledge of effective agile 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.
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.
Data Analysis Tools: Knowledge of key uses and benefits of data analysis tools; ability to utilize data analysis tools to identify factors influencing business performance and to gain greater insight into trends within a business, industry and customer base.
Industry Knowledge: Knowledge of the organization's industry group, trends, directions, major issues, regulatory considerations, and trendsetters; ability to apply industry knowledge appropriately to diverse situations.
Influencing: Knowledge of effective influencing tactics and strategies; ability to impact decisions within and outside own organization.
Results Orientation: Knowledge of the importance of meeting or exceeding established targets; ability to drive critical activities to completion.
Storytelling: Knowledge of concepts and ability to plan, create and present business proposals, initiatives and ideas by storytelling actual business scenarios that are situation-specific, engaging, memorable and persuasive as compared to one-way, fact-based presentations.
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.
Primary Location
UNITED STATES-NC-Charlotte
Other Locations
UNITED STATES-NY-New York
Organization
Equitable
Schedule
Full-time
Advisor Experience Squad Mission: Transform the Advisor Experience by building and scaling digital solutions that increase productivity and remove friction from the sales process
The Team Lead will own all aspects of the advisor (3rd Party and Equitable Advisor) and client experience of doing business with Equitable’s Individual Retirement products. Working closely with IR Distribution Teams, Marketing, Operations, IT and Digital, the Team Lead will redesign processes, leverage technology to reduce manual touches and improve advisor and client experiences. The Team Lead will own and optimize the web experience across clients and 3rd Party and Equitable Advisors, with the goal to: (i) Improve user experience; (ii) Enhance web capability; and (iii) Drive adoption – all to reduce reliance on sales and service teams. A critical function for the Team Lead will be to leverage data to derive insights and drive a data-driven decision making approach, but also to monitor and track impact in sales growth and service efficiencies. Other responsibilities in scope include working with/managing the relationship with annuity order entry vendors (iPipeline, Zinnia, etc.), industry technology (DTCC, DST), and other partners.
The Team Lead is a critical part of New Ways Of Working (NWOW) at Equitable, working closely with the Area Lead using an Agile methodology / NWOW principles. He or she will co-create the Squad vision and goals with the Squad, and will proactively guide the Squad towards these goals under a test-and-learn culture that entails MVP delivery, innovation, frequent engagement with customers, advisors, partners and stakeholders, and continuous iteration. This is a hybrid/flexible position out of either our Charlotte, NC or New York City office, with a blend of working in office and remotely.
Key Job Responsibilities
- Co-creation of Squad vision and goals with the Squad, defining the Squad Mission and Objectives & Key Results (OKRs)
- Setting a clear Roadmap to craft and execute on the overarching advisor and client experience strategy and communicate ‘the story’ to key stakeholders (e.g., third parties, EQH advisors) and the Squad
- Responsible for the management and career development of the squad members, including compensation and performance decisions
- End-to-end ownership of advisor and client experience across eApp platforms, websites and other digital tools
- Proven knowledge and experience in current operational processes and technology ecosystem
- Understanding and knowledge of annuity industry and competitor operational processes and ability to identify pain points and bottlenecks within our own processes
- Practical understanding of data and its applications to enhance decision making and generate productivity and efficiencies
- Strong collaboration with cross-functional teams from key stakeholders, sales, technology, operations and compliance
- Experience in web/UX design and ability to create user journeys
- Ability to create a vision for the experience of the future, while simultaneously break down into manageable chunks
- Experience leading and managing others
- Strong communication skills with comfort in speaking with business stakeholders
- Strong problem solving with ability to manage and lead the team to push the solution and progress
- Experience in managing the backlog, prioritizing value based on understanding the customers, tracking value
- Experience in facilitating agile ceremonies, managing a backlog/release plan, tracking team level metrics, removing blockers (burndown chart, release burn up, etc.)
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 or relevant work experience
- 10 years of professional work experience within the financial services or insurance industry
- 5 years experience delivering project from end-to-end, and demonstrated knowledge of operations
- Exceptional collaborative problem solver with ability to gather, analyze and synthesize a significant amount of information, and turn it into a compelling vision
- Self-starter with ability to manage multiple competing priorities
- Strong verbal, written communication and presentation skills
- Ability to facilitate learning and development through individual and team coaching
- Ability to drive the adaption of NWOW / Agile practices and conduct Ceremonies: daily huddle, sprint planning, retrospectives, sprint demo
Agile Project Management: Knowledge of effective agile 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.
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.
Data Analysis Tools: Knowledge of key uses and benefits of data analysis tools; ability to utilize data analysis tools to identify factors influencing business performance and to gain greater insight into trends within a business, industry and customer base.
Industry Knowledge: Knowledge of the organization's industry group, trends, directions, major issues, regulatory considerations, and trendsetters; ability to apply industry knowledge appropriately to diverse situations.
Influencing: Knowledge of effective influencing tactics and strategies; ability to impact decisions within and outside own organization.
Results Orientation: Knowledge of the importance of meeting or exceeding established targets; ability to drive critical activities to completion.
Storytelling: Knowledge of concepts and ability to plan, create and present business proposals, initiatives and ideas by storytelling actual business scenarios that are situation-specific, engaging, memorable and persuasive as compared to one-way, fact-based presentations.
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.
Primary Location
UNITED STATES-NC-Charlotte
Other Locations
UNITED STATES-NY-New York
Organization
Equitable
Schedule
Full-time
Salary : $155,000 - $165,000
