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 Group Retirement Onboarding Specialist role includes several high-profile functions.

Assist with Onboarding new plans for the Equitable Retirement Vision product.Serve as the main point of contact for Plan Sponsors, Internal/External Wholesalers, Financial Professionals, Education Consultants, and SSC to assist with tracking and coordinating plan onboarding for conversion plans.Promotes customer satisfaction through enhanced and effective service delivery.Ensures prompt and effective responses to all inquiries within 24 hours.Tracks activity of each plan starting with good order review, providing milestone updates throughout all phases of a new plan set-up and plan conversion.Responsible for coordinating plan exchange and plan takeover mailings with Product. Ensures seamless transition from the onboarding phase to Inforce.Field and handle plan-level inquiries from Plan, Advisor, SSC, and other internal departments.

The base salary range for this position is $46,000 - $67,000. 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

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 Group Retirement Onboarding Specialist role includes several high-profile functions.

Assist with Onboarding new plans for the Equitable Retirement Vision product.Serve as the main point of contact for Plan Sponsors, Internal/External Wholesalers, Financial Professionals, Education Consultants, and SSC to assist with tracking and coordinating plan onboarding for conversion plans.Promotes customer satisfaction through enhanced and effective service delivery.Ensures prompt and effective responses to all inquiries within 24 hours.Tracks activity of each plan starting with good order review, providing milestone updates throughout all phases of a new plan set-up and plan conversion.Responsible for coordinating plan exchange and plan takeover mailings with Product. Ensures seamless transition from the onboarding phase to Inforce.Field and handle plan-level inquiries from Plan, Advisor, SSC, and other internal departments.

The base salary range for this position is $46,000 - $67,000. 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:

1 years of customer service experienceWorking knowledge of Microsoft ExcelASPPA Retirement Plan Fundamentals course must be taken and passed within 12 months of hire date

Preferred Qualifications:

Product knowledge of defined contribution plans including 403(b), 457(b), 401(a), and 401(k)Ability to think creatively and challenge the status quoAbility to adapt to variety of technology resourcesIndependently manage time, ensuring adherence to service levels and timely responsivenessKnowledge of product featuresExcellent verbal and written communication skills with the ability to present to large groups and individualsResearch and analytical skillsASPPA Retirement Plan Fundamentals coursework

Skills:

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.

Customer Support Function: Knowledge of the major responsibilities, accountabilities, and overall organization of the customer support function or department; ability to properly support customer inquiries and bring problems to a timely resolution

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.

Problem Solving: Knowledge of approaches, tools, techniques for recognizing, anticipating, and resolving organizational, operational or process problems; ability to apply knowledge of problem solving appropriately to diverse situations.

Relationship Building: Knowledge of the importance of creating positive relationships within the team and ability to develop trusting relationships by valuing others' concerns and contributions.

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

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.

Required Qualifications:

1 years of customer service experienceWorking knowledge of Microsoft ExcelASPPA Retirement Plan Fundamentals course must be taken and passed within 12 months of hire date

Preferred Qualifications:

Product knowledge of defined contribution plans including 403(b), 457(b), 401(a), and 401(k)Ability to think creatively and challenge the status quoAbility to adapt to variety of technology resourcesIndependently manage time, ensuring adherence to service levels and timely responsivenessKnowledge of product featuresExcellent verbal and written communication skills with the ability to present to large groups and individualsResearch and analytical skillsASPPA Retirement Plan Fundamentals coursework

Skills:

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.

Customer Support Function: Knowledge of the major responsibilities, accountabilities, and overall organization of the customer support function or department; ability to properly support customer inquiries and bring problems to a timely resolution

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.

Problem Solving: Knowledge of approaches, tools, techniques for recognizing, anticipating, and resolving organizational, operational or process problems; ability to apply knowledge of problem solving appropriately to diverse situations.

Relationship Building: Knowledge of the importance of creating positive relationships within the team and ability to develop trusting relationships by valuing others' concerns and contributions.

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

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.