Job Description

About the Role

At Equitable, we help clients secure their financial well-being so they can pursue long and fulfilling lives- a mission we've honed since 1859.

Equitable Advisors' Wealth Management team is seeking a Program Management Professional to provide essential support to the Advisor & Manager Journey Team. This role blends program management with hands-on facilitation, coach-like guidance, and experience design to elevate advisor and leader development across the Equitable Advisors.

What You'll Be Doing

Program Strategy & Ownership

• Own the planning, execution, and continuous improvement of Advisor Growth & Leadership Development programming.

• Partner with senior leaders to define program objectives, success metrics, and learning outcomes aligned to the Advisor Journey.

• Manage multiple programs simultaneously, ensuring timelines, deliverables, and stakeholders remain aligned.

Advisor & Leadership Development Programming

• Lead the design, delivery, and continuous improvement of Advisor Growth and Leadership Development programming with a strong focus on participant experience and learning outcomes.

• Own the end-to-end program experience for Elite Leaders & Top 10, including curriculum coordination, speaker management and execution to ensure an executive level experience.

• Host and manage Vice President (VP) and Executive Vice President (EVP) Induction programs.

• Oversee execution of the Wealth Planner Academy, including program planning, vendor relationship management, data reporting & cross-team coordination.

Agenda & Speaker Management

• Design agendas and session flows that support adult learning principles, reflection, discussion, and application.

• Prepare and coach internal and external speakers to ensure content is aligned, engaging, and delivered with clarity and confidence.

• Serve as a consistent point of contact for speakers and facilitators, offering guidance before, during, and after sessions.

Program Implementation & Execution

• Act as a live-session facilitator, ensuring smooth transitions and active participation.

• Manage program budgets, expenses, and vendor relationships in support of high-quality development experiences.

This position offers a hybrid work schedule, with an on-site presence of 2-3 days per week combining flexibility with team collaboration plus up to 10% travel for business needs.

The base salary range for this position is $80,000-$100,000 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
What You Will Bring

Required Qualifications

• 5 years of experience in program management, learning & development, coaching, facilitation, or a related role
  
• FINRA Series 6 or 7 registration or ability to acquire within 120 days of employment
  
• Experience working in the Financial Services industry
  

Preferred Qualifications

• Demonstrated experience facilitating leadership development programs
  
• Strong presence and interpersonal skills
  
• Proficiency in Microsoft Office (PowerPoint, Word, Excel)
  
• Highly organized and adaptable in a fast paced environment
  
• Willingness to travel 8 to 12 times per year based on business needs
  

Skills

Curriculum Design: Knowledge of methods, tools and techniques of curriculum design; ability to develop an instructional delivery system that meets the learning needs of a given population in a timely fashion.

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.

Group Facilitation: Knowledge of group facilitation best practices and ability to design and facilitate a group process, elicit contributions from group members, stimulate a focused group discussion, and achieve a desired outcome.

Knowledge of Organization: Knowledge of the organization's vision, structure, culture, philosophy, operating principles, values, and code of ethics; ability to understand the value of aligning capabilities with business goals to support optimal performance.

Sales Training: Knowledge of sales training methodologies; ability to ensure that sales and sales management employees have the knowledge and skills required to meet both tactical and strategic sales objectives.

Training Needs Analysis: Knowledge of tools, techniques and methods of training needs analyses; ability to identify what people need to learn for successful individual and organizational performance.

About Equitable

At Equitable, we're a team 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. Click Careers at Equitable to learn more.

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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