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Equitable Industry/Competitive Intelligence and Enablement Team Lead in New York, New York

Industry/Competitive Intelligence and Enablement Team Lead ( 230000PW )

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 Team Lead will work thorugh leadership and strategy across three main verticals of work: (i) annuity industry and competitive intelligence; (ii) management and maintenance of digital and firm parnterships; and (iii) annuity proposal management and development. The Team Lead will work closely with teams across the Solutions and Inforce, Distribution and Sales Experience Areas, along with IT and Operations. They will take a strategic approach to seamlessly onboarding new third party firms and expanding our distribution reach through integration with third party technology platforms. The Team Lead will also partner with the Distribution and Solutions & Inforce Areas to provide first-class intelligence on our competitors, the firms we do business with and the industry in general. On annuity proposal management the Team Lead will drive development and implementation of annuity product proposals – including output design, user interface design, actuarial spec development and QA/testing.

The Team Lead will be a critical part of New Ways Of Working (NWOW) at Equitable, working closely with the Area Lead using an Agile methodology / NWOW principles. He or she will co-create the Squad vision and goals with the Squad, and will proactively guide the Squad towards these goals under a test-and-learn culture that entails MVP delivery, innovation, frequent engagement with customers, advisors, partners and stakeholders and continuous iteration.

What we’re looking for

Responsibilities include, but are not limited to:

  • Co-creation of Squad vision and goals with the Squad, defining the Squad Mission and Objectives & Key Results (OKRs)

  • Setting a clear Roadmap to craft and execute strategy and communicate ‘the story’ to key stakeholders (e.g., customers, third parties) and the Squad

  • Acting as the voice of the customer (e.g., third party partner, advisor), creating a culture of customer obsession and encouraging continuous feedback loops from customers and stakeholders

  • Owning the Squad Backlog, including building the Backlog, consistently prioritizing the Backlog based on customer and business value, and continuously refining the Backlog to ensure work is clearly described and prioritized

  • Owning the Squad performance, including tracking and measuring the Squad’s performance health through defined set of Health metrics

  • Playing an active role in leading agile Ceremonies such as sprint planning, daily stand-ups, backlog refinement, sprint reviews and sprint retrospectives

  • Responsible for the management and career development of the squad members, including compensation and performance decisions.

Key skills:

  • Experience with the management of third party relationships, vendor onboarding and procurement processes

  • Strong knowledge of the annuity industry and products, along with a deep understanding of the Equitable IR product portfolio.

  • Understanding industry trends around automation and the paticular requirements of third party partners

  • Foster an environment which leverages internal and external data to drive decision making, develop insights and create a plan of execution

  • Strong collaboration with cross-functional teams including distribution, technology and operations

  • Proven experience with influencing change with external partners though leveraging agile, adaptive leadership models and change management

  • Experience leading and managing others

  • Strong leadership and communication skills with comfort in speaking with business stakeholders

  • Strong problem solving with ability to manage and lead the team to push the solution and progress

Agile experience (nice to have):

  • Experience in managing the backlog, prioritizing value based on understanding the customers, tracking value

  • Experience in facilitating agile ceremonies, managing a backlog/release plan, tracking team level metrics, removing blockers (burndown chart, release burn up, etc.)

Mindset and behaviors:

  • Passion to challenge the status quo and find new solutions and drive out of the box ideas – loves and embraces change

  • 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, ability to push teams to do the same

  • Readiness to empower others to fail, learn, and grow

  • Experimental mindset to drive innovation

The base salary range for this position is $130,000-165,000. 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)


Required Qualifications:

  • Bachelor’s degree

  • 10 years of relevant working experience

  • 5 years of project and/or program management experience

Preferred Qualifications:

  • Annuity product experience

  • Experience delivering project from end-to-end, demonstrated knowledge of the wholesaling channel and implementing technology solutions

  • Collaborative problem solver with ability to gather, analyze and synthesize a significant amount of information and turn it into a compelling vision

  • Self-starter with ability to manage multiple competing priorities

  • Demonstrated verbal, written communication and presentation skills

  • Ability to facilitate learning and development through individual and team coaching

  • Ability to drive the adaption of NWOW / Agile practices and conduct Ceremonies: daily huddle, sprint planning, retrospectives, sprint demo


Agile Project Management: Knowledge of effective agile 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.

Coaching Others: Knowledge of coaching and mentoring concepts and methods; ability to encourage, motivate, and guide individuals in learning and improving effectiveness.

Communicating Complex Concepts: Knowledge of effective presentation tools and techniques to ensure clear understanding; ability to use summarization and simplification techniques to explain complex technical concepts in simple, clear language appropriate to the audience.

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.

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.

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.

Results Orientation: Knowledge of the importance of meeting or exceeding established targets; ability to drive critical activities to completion.

Staff and Career Development: Knowledge of available internal and external learning resources and ability to address learning, training, and career development needs of individuals, teams or 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.


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: 230000PW