Job Information
Equitable Sr. Institutional Product Analyst (Financial Services/ Annuity Knowledge Required) in Charlotte, North Carolina
Sr. Institutional Product Analyst (Financial Services/ Annuity Knowledge Required) ( 240000M0 )
Primary Location : UNITED STATES-NC-Charlotte
Other Locations : UNITED STATES-NY-New York, UNITED STATES-NY-Syracuse
Organization : Equitable
Schedule : Full-time
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?
About Institutional Markets:
Institutional Markets is a new start-up business within Equitable that provides innovative protected investment solutions to large institutional clients in the Retirement/Pension market and other similar markets (e.g., Healthcare Spending Account funding). Our business is currently experiencing rapid growth and this position presents a rare opportunity to join a highly visible team at an early stage and grow with the business. The Institutional Markets team reports directly to a member of Equitable’s Management Committee.
The Team Member will assist in the design and delivery of innovative product concepts to support the growth of the business. We are looking for someone with strong initiative, exceptional analytical and problem-solving skills, attention to detail, and intellectual curiosity; enabling us to discover deeper insights about our business and identify innovative ways to accelerate our growth.
Typical Projects will Include
Implementation: Guide product implementation from initial ideation to an operational product by collaborating with stakeholders in the Institutional team, IT, Legal and other departments across Equitable
Management: Manage products through their lifecycle including identifying and building requirements for a backlog of improvement opportunities, maintaining compliance with regulations, and other matters to improve product performance
Equitable is an Agile organization. Familiarity with Agile development and related processes and structures is helpful
Key Job Responsibilities
Support Institutional Markets product innovation and implementation
Manage cross-functional and complex projects to enhance customer and prospect engagement capabilities
Track and analyze the outcomes and impact of various initiatives post-implementation
Collaborate with various teams across the organization to coordinate efforts and identify resource and other constraints
Use data to identify actionable insights to help drive strategic thinking, refine tactics and optimize performance of initiatives.
Develop executive presentations and present actionable recommendations to shape the strategic thinking of senior leadership, including guiding the team to deliver very clear, structured and persuasive messaging
Identify new and emerging market trends and build competitive intelligence to enable more in-depth insights and/or accelerate our growth
Develop business cases in partnership with Team Lead, business area leaders and stakeholders to generate senior management support for initiatives
The base salary range for this position is $68,000 - $95,000. 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
2 to 4 years plus of experience in a business, financial services environment
Experience with retirement product development, strategy, service
Relevant technical skills and experience required: strong skills with Word, Excel, PowerPoint.
Strong written and oral communication skills to translate complicated technical topics into clear, concise statements
Comfortable interacting with individuals across a wide range of seniority levels and business areas
Ability to coordinate and gain consensus with a variety or people and teams
Bachelor’s Degree
Project management skills and attention to detail
Strong critical thinking skills with demonstrated ability to analyze and solve complex problems
Strong collaborative problem solving with ability to gather, analyze and synthesize a significant amount of information, and turn it into a compelling product vision
Preferred Qualifications
Experience with employee benefits, life insurance, mutual fund and annuity product development, analysis and business data analysis is a plus
Intellectually curious with a passion to challenge the status quo
Comfort working in an agile and dynamic environment. that requires the ability to manage multiple, often competing priorities.
Belief in a non-hierarchical culture of collaboration, transparency, safety, and trust
Readiness to “roll up the sleeves” and to go outside comfort zone to learn
Skills
Cross-functional Collaboration: Ability to promote a culture of continuous improvement and working together across functions to solve business problems and meet business goals; no sharp elbows.
Results Orientation: Knowledge of the importance of meeting or exceeding established targets; ability to drive critical activities to completion.
Versatility: Comfort with shifts in core professional activities given multiple product launches and varied activities at different stages of launch
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.
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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: 240000M0