Product Manager, Broker Dealer

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?

Sitting within the Wealth Management area of Equitable, Equitable Advisors is committed to making a difference in the lives of clients. Across the U.S., financial professionals operating under the Equitable Advisors brand engage with individual clients to build relationships focused on helping individuals achieve meaningful financial wellness. 

In this role, you will join an exciting and growing team of dedicated professionals that focus on Equitable Advisors platform of investment products and advisory solutions. Responsibilities of the Product Manager include:

• Responsible for the initial and ongoing due diligence of complex products including but not limited to alternative investments, structured products, and complex exchange traded products
• Manage relationships with our sponsor partners for assigned product lines
• Partner with other key stakeholders to attain the business goals and objectives
• Resolve conflicts and complex issues in a cross functional setting
• Handle multiple tasks, incentives or projects
• Lead the delivery of complex projects, which may consist of multiple, smaller projects
• Develop formal recommendations and presentations for senior management
• Motivate staff and ensure that proper management practices are adhered to by providing ongoing performance and career discussions, on‐time completion of relevant people processes, and fostering Diversity and Inclusion
• Speak with all levels of the organization, external vendors, and corporate partners
• Seek to identify opportunities to increase sales of investments with Equitable Advisors retail channel
• Act as the subject matter expert with regards to assigned product lines while maintaining a strong understanding of all  product offerings offered through the BD/RIA
• Create new training courses specific to certain product types and manage and update existing content
• Understand and contribute to certain written supervisory procedures (WSPs)
• Support and contribute to various marketing projects and initiatives
• Participate in the planning and execution of firm advisor conferences
• Create communications in relation to various products lines and initiatives
• Additional ad-hoc projects as assigned by your leader
  

The base salary range for this position is $90,000 - $120,000.   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

Required Qualifications:

• 7+ years of work experience related to the Product Manager responsibilities with knowledge of investment securities, alternative investments and/or other financial services products
• Series 7, Series 66 or (Series 63 and 65), Series 24 required or must obtain within 6 months of employment
• Microsoft office skills specifically Word, Excel and PowerPoint

Preferred Qualifications:

• Intellectual curiosity and commitment to expanding knowledge of investment products and industry
• Organizational skills and the ability to manage multiple projects
• Excellent communication & presentation skills

Skills:

Accuracy and Attention to Detail: Understanding the necessity and value of accuracy; ability to complete tasks with high levels of precision.

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.

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.

Training Delivery: Knowledge of methods and tools of training delivery. ; Ability to deliver learning solutions for desired training outcomes-

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.

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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.