Job Information
Equitable Remote Advice Business Strategy Manager in Charlotte, North Carolina
Remote Advice Business Strategy Manager ( 240000DZ )
Primary Location : UNITED STATES-NC-Charlotte
Other Locations : UNITED STATES-NY-New York, UNITED STATES-NY-Syracuse
Organization : Equitable
Schedule : Full-time
Description
Description
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?
Remote Advice Business Strategy Manager will focus on creating and delivering various data and analytics on sales activity and trends to increase the value of the enterprise. Additionally, the role is responsible for analyzing data and providing recommendations to improve efficiency, effectiveness, and profitability. Reporting to the Head of Remote Advice and working closely with the leadership team to develop and implement strategic initiatives. Conducting market research, analyzing industry trends, and providing insights to support decision-making at a strategic level.
The Business Strategy Manager works with key stakeholders to analyze data and generate solutions to business issues and then implements those solutions; including identifying marketing opportunities, developing project plans, assessing risks and building mitigation strategies across project team. Ability to synthesize data to create business case and reporting, essential for role.
This position can be located in Charlotte, Syracuse, or New York Metro area.
What we’re looking for:
A strategic manager who:
Builds & structures presentations, conduct analysis and completes research
Is deliberate and thoughtful about when to get input or ask for help
Actively listens to stakeholders’ needs and can take the perspective of counterparts
A strong communicator who:
Synthesizes complex data and ideas into simple language and actionable next steps
Exhibits a strong ability (and preference) to influence without authority
Demonstrates powerful oral and written communications skills
A thought partner who:
Explores new domains and grasp complex concepts quickly
Leverages outside research and industry trends to provide thought leadership
Combines strong logical thinking with the ability to formulate creative solutions
Key Job Responsibilities
Develops criteria and performs analysis on initiatives to drive Remote Advice sales, Advisor Assist enrollments, marketing, training and development of financial professionals
Tracking, reporting and analyzing operational metrics to determine operational efficiency, and trend analysis for Monthly Business Syncs and Bi-Weekly Reporting
Monitor progress and document KPIs, including insights; Aligns department goals to company and business area strategy
Drives marketing efforts in Marketing Suite, including use of Alida tool and various communication platforms
Leads efforts to develop new or revised processes and procedures, understanding industry trends and provides insights
Ensures that proper management practices are adhered to by providing ongoing performance and career discussions, on‐time completion of relevant people processes, and fosters Diversity and Inclusion.
The base salary range for this position is $87,000 - $110,000. 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.
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 (https://portal.equitable.com/appentry/EDoxRedirect?node_id=A2023013000001)
Qualifications
Required Qualifications
Bachelors Degree
3-5 years of financial services industry experience or data and analytics
Advanced knowledge of Excel and PowerPoint
Preferred Qualifications
Demonstrated analytical and critical thinking skills with keen interest to further develop these abilities
Established written and verbal communication skills with the ability to present complex topics logically and succinctly
Proven interpersonal skills and good judgment
Reliable with proven prioritization skills and a clear focus on results
Self-starter and comfortable interacting up, down and across the organization
Promotes the sharing of knowledge, experience and best practices to foster individual and team development
FINRA licenses a plus
May require occasional travel
Skills
Business Acumen: Knowledge of business concepts, tools, and processes that are needed for making sound decisions in the context of the company's business; ability to apply this knowledge appropriately to diverse situations.
Business Process Improvement: Knowledge of business process improvement best practices and ability to use methods for identifying, evaluating, introducing and implementing more efficient approaches to performing business related activities.
Data Gathering and Reporting: Knowledge of tools, techniques and processes for gathering and reporting data; ability to practice them in a particular department or division of a company.
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.
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.
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 at TalentAcquisition@equitable.com .
Req ID: 240000DZ