Job Information
Equitable Key Strategic Initiatives Associate (Onsite) in Wellesley, Massachusetts
Key Strategic Initiatives Associate (Onsite) ( 2400005D )
Primary Location : UNITED STATES-MA-Wellesley
Other Locations : UNITED STATES-NH-PORTSMOUTH
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?
This position is located in Wellesley, MA or Portsmouth, NH and is required to be onsite.
We are currently seeking a dynamic, high-energy individual to provide operating support around key growth initiatives for our New England Branch. This individual will partner with key Complex Staff to ensure strategies are executed at the local level. Working with our Operational Director and serving as a key support to them, along with Sales Management, will ensure we can evolve as business needs change.
Serves as a key partner to the Northeast Chief Operating Officer and executes initiatives, based on needs of the organization.
Supports COO on analytics with respect to relative projects, for purposes of efficiency and tracking.
Assists in creation of and distribution in Branch-wide communication.
Supports Northeast Complex’s EXP Liaison on an as-needed basis and will follow the onboarding process for all new Experienced Hires to ensure proper execution is taking place.
Works in concert with Marketing Lead to assist with creating and designing Branch-specific communication pieces and marketing communication
Will administer support for local marketing functions and assist FPs in the creation of custom pieces. Will champion the monthly newsletter and social media items.
Will serve as a key event coordinator and will be project lead on events specific to Branch-wide participation.
Is a back up to pre-hire process and technical onboarding, as needed.
Is a backup to checks, correspondence, and other critical mail processing.
Supports and assists COO with administrative functions, as needed.
Will serve as back up support for New England EVP when applicable.
Champion for Producer Group Meetings and will serve as a project lead for events and initiatives related to this.
The base salary range for this position is $52,000 - $72,000. 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)
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Qualifications
Required Qualifications
2 years experience in Project Management/ Coordination
Able to resolve conflict, problems, and function independently
Quick to learn and implement, regardless of result
Proven track record of creating custom design pieces
Proactive decision-making
Can organize tasks and prioritize
Meets deadlines
Displays good judgment & partners where necessary
Understands the need for confidentiality at all levels of work
Ability to serve as primary contact to and communicate with financial professionals with diplomacy and tact
Preferred Qualifications
Bachelors degree preferred
Marketing or Recruiting experience a plus
Experience in Financial Services Industry
Administrative support experience a plus
Business Analytics: Knowledge of technologies, techniques and practices for the evaluation of business performance data; ability to analyze business performance using advanced statistical methods to predict trends and providing forecasts that drive business decisions and business planning.
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.
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.
Process Mapping/Flowcharting: Knowledge of the concepts of process mapping; ability to carry out the documentation of current and proposed manufacturing processes to identify and make improvements.
Project Administration: Knowledge of project administration best practices and ability to use organizational strategies, practices and tools for administering projects.
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: 2400005D