Required Qualifications

• Bachelor’s degree.
• 10+ years of experience in an employer sponsored insurance business line, in either business development or similar growth-oriented leadership roles.
• Experience in product implementation and operations.
• Facility with financial projections and core accounting and actuarial concepts; accounting and actuarial credentials are not required.
• Intellectual curiosity, a willingness to drill into issues, and demonstrated attention to detail.
• Project management experience with practice engaging internal and external partners to provide timely implementations.
• Provide impeccable business partner support, exercise sound judgement, demonstrate financial acumen and communicate rationale for decision-making and/or recommendations to stakeholders.
• Proven verbal and written communication skills with the ability to problem solve in real-time.
• Ability to complete tasks that are under specific deadlines with no exceptions.

Preferred Qualifications

• Life Insurance company experience and a knowledge of life insurance and annuity products.
• Experience engaging actuaries, investments front, and back-office employees in the collection of input data and dissemination of results.
• Familiarity with employer sponsored business regulations, in-plan solutions of various forms, contract management and product operations.
• Demonstrated analytical skills and technical abilities using Excel, Word.
• Established process management skills and the ability to influence and present to both junior and senior audiences.

Skills

Financial Analysis: Knowledge of tools and approaches of financial analysis; ability to read, interpret and draw accurate conclusions from financial and numerical material.

Financial Reporting: Knowledge of processes, methods, and tools of financial reporting; ability to create and maintain accurate and thorough financial reports.

Strategic Thinking: Knowledge of the importance of “big picture” thinking and planning; ability to apply organizational acumen and competitiveness to identify and maintain focus on key success factors for the organization.

Diversity, Equity and Inclusion: Demonstrates a commitment to Diversity, Equity and Inclusion by treating everyone with respect and dignity, ensuring all voices are heard and advocating for change.

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 atTalentAcquisition@equitable.com.

#LI-Remote

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?

Reporting to the Head of Institutional Markets, the Director of New Ventures will be responsible to evaluate the merits and feasibility of new product solutions, support and guide the product implementation and operations team members on new and existing institutional businesses, maintain awareness and influence on pertinent regulations within the DCIO space, and contribute to the overall strategy of the new Institutional Markets business.  While the primary objective relates to the formulation of new ventures, this role is multi-faceted and is expected to engage and support other team members including inforce management, existing institutional products and enterprise strategy initiative.  Leading by example and coaching junior team members will be required.

Key Job Responsibilities

Core Responsibilities include, but are not limited to: 

• Identify, shape, feasibility assess and ultimately drive to launch a series of new ventures within the retirement, asset management and wealth management arenas core to Equitable.
• Guide and assist with the implementation of new solutions and management of existing programs; work closely with the two team members on this team.
• Maintain awareness of key competitor and regulator events and topics within the DCIO space and wealth management arenas in which we will focus; attend conferences and marketing events as requested.
• Partner with Institutional Markets colleagues to enhance our understanding of business pro-formas and financials.
• Liaise with key internal and external stakeholders from various finance, operations, actuarial, business, and investment teams.
• In Office Work Schedule: This position will be working in office 2-3 days/week in the Charlotte office or remote with approximately 25% travel to the Charlotte office.

The total targeted compensation range for this position is $213,000-$300,000. Total compensation varies based on skills, experience, geographical location and other factors.

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

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