Equitable offers a collaborative, growth-minded environment that supports client financial well-being and meaningful career advancement. This product leadership role provides hybrid or remote flexibility from Charlotte, NC, with a compensation range of USD 80,000 to 100,000 per year. You will own end-to-end management of complex investments and wealth-management product lines within Equitable Advisors, driving due diligence, risk controls, and cross-functional execution while enjoying ongoing opportunities to develop your expertise and impact.
Benefits
- Medical, dental, and vision coverage
- 401(k) retirement plan with company contributions
- Paid time off
Responsibilities
- Lead initial and ongoing due diligence of complex products, including real estate exchange programs (1031/DSTs) and other alternatives
- Perform principal reviews of the real estate exchange business and other alternatives with thorough analysis and timely issue resolution
- Collaborate with supervision, compliance, and vendors to establish and monitor controls and risk management
- Serve as subject matter expert for assigned product lines while maintaining awareness of all BD/RIA offerings
- Review, edit, and create communications and training content for assigned products
- Manage relationships with external vendors and product sponsors tied to the product lines
- Coordinate with internal and external stakeholders to advance initiatives, resolve conflicts, and meet business goals
- Monitor industry trends to identify opportunities for clients and advisors, supporting growth in sales and assets for Equitable Advisors retail channel
- Understand and contribute to the firm’s written supervisory procedures (WSPs)
- Support or execute additional ad hoc projects as directed by leadership
Requirements
- 4+ years in a Product Manager role supporting investment securities, alternative investments, or other financial services products
- Active FINRA Series 7 and Series 66 registrations, or Series 63 and 65
- FINRA Series 24 or ability to obtain within 180 days of hire
- Strong knowledge of alternative investments, mutual funds, investment advisory programs, and general securities
- Client-centric mindset with the ability to assess product fit and transaction suitability based on client-specific facts
Technologies
- Microsoft Word
- Microsoft Excel
- Microsoft PowerPoint
Preferred Qualifications
- Strong proficiency in Word, Excel, and PowerPoint
- Commitment to ongoing learning about investment products and industry trends
- Excellent organizational skills with the ability to manage multiple deadlines
- Effective communication abilities
Skills
- Business Acumen: applying knowledge to diverse situations and decisions
- Cross-functional Collaboration: promoting teamwork across functions
- Effective Communications: clear transmission and interpretation of ideas and needs
- Managing Multiple Priorities: prioritizing and allocating time effectively
- Products and Services: applying understanding of product offerings to varying scenarios
- Project Management: planning, organizing, and controlling projects for objectives
About Equitable
Equitable is a team dedicated to helping clients secure their financial well being and pursue meaningful lives. We turn challenges into opportunities by thinking, working, and leading differently, with every employee able to contribute as a leader. We invest in our people through growth opportunities, internal mobility, and a comprehensive Total Rewards Program designed to support well-being, flexibility, and a culture of collaboration.
We seek talented, purpose-driven professionals who want to make an impact. Equal employment opportunity is provided to all individuals based on qualifications, without regard to race, color, religion, gender, gender identity or expression, age, national origin, disability, sexual orientation, veteran status, genetic information, or any other protected status. Equitable participates in the E-Verify program. Reasonable accommodations for applications and interviews are available by contacting Human Resources at (212) 314-2211 or TalentAcquisition@equitable.com.
