Equitable Advisors, Relationship/Product Manager
Equitable Advisors, Relationship/Product Manager
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Job Description
At Equitable our power is in our people.
Were individuals from different cultures and backgrounds. Those differences make us stronger as a team and a force for good in our communities. Here youll 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:
- Primarily responsible for supporting relationships with our sponsor partners including business planning
- Secondarily responsible for due diligence product and data responsibilities depending on the skills background and qualifications of the candidate
- Assisting in the preparation of meetings with strategic partners
- Participating in ongoing meetings with strategic partners to drive joint initiatives
- Supporting the execution of various tactics and activities as part of partner business plans
- Assisting with identifying opportunities to increase the sale of investments with Equitable Advisors retail channel as part of strategic relationships
- Resource Center updates and product resources to ensure material is current and relevant
- Advertising review of sponsor marketing materials posted to Resource Center
- Developing an understanding of and driving initiatives around specific broker/dealer product offerings
- Understanding and utilizing data and reports to further the growth of the broker dealer
- Understanding and contributing to certain written supervisory procedures (WSPs)
The base salary range for this position is $85000 - $100000. 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.
Required Qualifications:
- 3 years of work experience related to Relationship Management responsibilities with investment securities annuities and/or other financial services products
- Series 7 Series 66 or (Series 63 and 65) required
- Series 24 required or must obtain within 6 months of employment
Preferred Qualifications
- Knowledge of alternative investments mutual funds investment advisory products and general securities
- Microsoft office skills specifically Word Excel and PowerPoint
- Intellectual curiosity and commitment to expanding knowledge of the investment industry including driving relationships with strategic sponsors
- Organizational skills and the ability to manage multiple deadlines
Skills:
Accuracy and Attention to Detail: Understanding the necessity and value of accuracy; ability to complete tasks with high levels of precision.
Business Acumen: Knowledge of business concepts tools and processes that are needed for making sound decisions in the context of the companys business; ability to apply this knowledge appropriately to diverse situations.
Communication: Understanding of the importance of insightful listening and communicating and ability to provide information and messages in a way that produces clarity and impact.
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.
Document Management: Knowledge of document management; ability to categorize integrate update document and distribute business information in a secure effective way.
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.
ABOUT EQUITABLE
At Equitable were 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 or email us at .
Required Experience:
IC
Employment Type
Full-Time
