What You Will Bring
Bachelors Degree in Business Financeor related discipline
3 years of relevant experience.
Understanding of annuity products.
Knowledge of Individual Retirement products in the inforce block.
Established project management skills.
Ability to lead cross-functional teams.
Excels at multi-tasking and working in a team environment.
Enjoys and is efficient at attention to detail in a fast-paced heavy volume environment.
Skills
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.
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.
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.
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 toleveragetheir 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 Careers at Equitable to learn more.
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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: Equitableparticipatesin 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 .
About the Role
At Equitable we help clients secure their financial well-being so they can pursue long and fulfilling lives - a missionwevehoned since 1859.
Equitable is looking for a Product Manager for their Individual Annuity Product Solutions & Implementation Team. This position is on the Exceptions Processing team in direct involvement with the field and reports directly to the departments Team Lead.
What Youll Be Doing
Manage the implementation of changes to annuity product forms including eDox.
Management and implementation of the processing of Retail product exception and the weekly Exceptions Committee Meeting exclusive of large case Retail exceptions.
Oversee the review and approval of Marketing Materials Sales Ideas and Presentations.
Participate in the yearly Prospectus review process.
Assist in Contract and Filed Forms reviews and analysis as needed.
Responsible for working with the Senior Product Managers of Individual Retirement to:
Support coordination of all aspects of implementation for prioritized initiatives including post-implementation monitoring and evaluation. Typically this will require working with other areas for specific implementation needs.
Clear communication of status milestones and deliverables across all projects.
This position offers a hybrid work schedule with an onsite presence of 23 days per week combining flexibility with team collaboration.
The base salary range for this position is$75000 - $82000. Actual base salaries vary based on skills experience and geographical 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 Experience:
IC
A financial services company with a legacy of helping people look forward with courage, strength, and wisdom.