Business Operations & Marketing (Remote) (220000F7)
Primary Location : UNITED STATES-NY-New York
Organization : Equitable
Schedule : Full-time
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?
The Business Operations & Marketing role operates across two channels to provide current and potential Equitable clients financial planning advice and service on existing investments with Equitable. As a Remote Advice organization, this team exclusively interacts with clients across the United States via phone, email and other cutting-edge digital tools, seeking to drive best-in-class client experiences, regardless of a client's affluence or likelihood for new investments.
Responsibilities include but not limited to:
Marketing and design of all Elite Advisor Group (EAG) promotional items
Drive digital enhancements for welcome kits, repository for training videos, marketing pieces (e.g., EAG path, flyers detailing benefits of EAG segments, tax facts) and branding associated with communications to EAG members
Manage EAG website, material maintained on eDox, EAG SharePoint site, and EAG distribution lists
Editor of the EAG newsletter published 3x a year
Manage EAG toll-free line (updates, enhancements), including annual service updates needed to recognize MLA/MDA leaders
Manage logistics supporting all EAG field facing meetings (FPs and staff)
Back-up for EAG designation management and controls
Handle department purchasing needs (utilizing Equitable's purchasing software tool, Ariba)
This is a remote role
Active Learning: Understanding the necessity for continuous personal growth and learning; ability to gauge one's strengths, limitations and interests accurately, and use this knowledge for purposes of performance effectiveness self-development.
Collaborative Sales and Marketing: Knowledge of collaborative sales and marketing; ability to design and manage joint sales and marketing ventures.
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.
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.
Effective Presentations: Knowledge of effective presentation tools and techniques; ability to present information to groups with the appropriate degree of formality.
Financial Services Industry: Knowledge of financial services industry trends, directions, major issues, regulatory considerations and trendsetters; ability to provide specific financial advice to clients.
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.
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.
Bachelor's degree preferred
3+ years experience in Business Operations/Marketing
Advanced proficiency in Microsoft Excel, as well as experience with other MS Office Suite products; Word (mail merge) and PowerPoint
Strong Interpersonal and presentation skills
Ability to interact effectively at all internal organizational levels
Strong verbal and written communication skills
Demonstrated understanding of project management principles and techniques
Ability to multi-task, prioritize, follow up to ensure deadlines are met
Demonstrated data gathering and analysis skills
Ability to travel required to branch and/or service center offices and producer training/best practice meeting location
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 .