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 role is located in Woodbridge, New Jersey and is required to be onsite.

Job responsibilties

Local point of contact, operations champion and is a key resource to the Complex Operations Manager for the NortheastDelivers technical onboarding support for all new advisors and works with Technology/Digital LeadsGuides PEP thru onboarding process and follows up with regard to outstanding requirementsSchedules 1:1 meetings with DMs to ensure all candidate flow is accurateCompletes the pre-hire process for all new associates. Process includes coordinating applications, conditional offer letters, background checks, CLEAR report, and assembling pre-hire folderWorks with DMs to ensure data in Smartsheet is accurateWorks in concert with Talent Acquisition and sources/follows up w/ leads as neededSupports Branch-Wide communications and works in concert with COO to communicate key itemsIs the location liaison and works with building managementWorks in concert with Marketing Lead to assist with creating and designing Branch-specific communication pieces and marketing communicationFacilitate monthly Managers meetings, include offsite eventsSupport all branch eventsCreate, edit and release monthly newslettersIs a backup to checks, correspondence, and other critical mail processing Back up for printing and stationary for office, and supply order as necessaryEnsures marketing materials are ordered and inventory is maintainedBackup to technology troubleshooting and works with Technology Manager as neededBackup for organizes moving with local vendors if FP’s move and move out of officeBack up to support in management of conference rooms.Backup to enforcement of health and safety and Standard Office Procedures

The base salary range for this position is $60,000-$75,000. 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

#LI-ANCHOR

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 role is located in Woodbridge, New Jersey and is required to be onsite.

Job responsibilties

Local point of contact, operations champion and is a key resource to the Complex Operations Manager for the NortheastDelivers technical onboarding support for all new advisors and works with Technology/Digital LeadsGuides PEP thru onboarding process and follows up with regard to outstanding requirementsSchedules 1:1 meetings with DMs to ensure all candidate flow is accurateCompletes the pre-hire process for all new associates. Process includes coordinating applications, conditional offer letters, background checks, CLEAR report, and assembling pre-hire folderWorks with DMs to ensure data in Smartsheet is accurateWorks in concert with Talent Acquisition and sources/follows up w/ leads as neededSupports Branch-Wide communications and works in concert with COO to communicate key itemsIs the location liaison and works with building managementWorks in concert with Marketing Lead to assist with creating and designing Branch-specific communication pieces and marketing communicationFacilitate monthly Managers meetings, include offsite eventsSupport all branch eventsCreate, edit and release monthly newslettersIs a backup to checks, correspondence, and other critical mail processing Back up for printing and stationary for office, and supply order as necessaryEnsures marketing materials are ordered and inventory is maintainedBackup to technology troubleshooting and works with Technology Manager as neededBackup for organizes moving with local vendors if FP’s move and move out of officeBack up to support in management of conference rooms.Backup to enforcement of health and safety and Standard Office Procedures

The base salary range for this position is $60,000-$75,000. 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

#LI-ANCHOR

Required Qualifications

Bachelor’s degree required2 years' experience, financial industry experience a plusAdvanced knowledge of Microsoft Office Suite (all versions) including MS ExcelExcellent written and verbal communication skillsProven record of guiding people thru a processStrong analytical and critical thinking skills with keen interest to further develop these abilitiesReliable with excellent prioritization skills, a clear focus on results and meeting deadlinesExperience working on projects with multiple, cross-functional stakeholdersAbility to serve as primary contact to and communicate with financial professionals with diplomacy and tactQuick to learn and implement, regardless of resultAble to resolve conflict, problems, and function independentlyUnderstands the need for confidentiality at all levels of work

Document Management: Knowledge of document management; ability to categorize, integrate, update, document and distribute business information in a secure, effective way.

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.

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.

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.

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.

Required Qualifications

Bachelor’s degree required2 years' experience, financial industry experience a plusAdvanced knowledge of Microsoft Office Suite (all versions) including MS ExcelExcellent written and verbal communication skillsProven record of guiding people thru a processStrong analytical and critical thinking skills with keen interest to further develop these abilitiesReliable with excellent prioritization skills, a clear focus on results and meeting deadlinesExperience working on projects with multiple, cross-functional stakeholdersAbility to serve as primary contact to and communicate with financial professionals with diplomacy and tactQuick to learn and implement, regardless of resultAble to resolve conflict, problems, and function independentlyUnderstands the need for confidentiality at all levels of work

Document Management: Knowledge of document management; ability to categorize, integrate, update, document and distribute business information in a secure, effective way.

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.

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.

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.

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.