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?
Equitable is seeking a dynamic and experienced Vice President of National Institutional Sales with a strategic focus on growing and expanding our Pooled Employer Plans (PEPs) and Multi-Employer Plans (MEPs) solutions within our Group Retirement team. The VP will be responsible for driving new business, developing relationships with institutional clients, and enhancing our position as a leader in providing scalable retirement solutions for organizations of all sizes.
The successful candidate will be a results-oriented leader with expertise in institutional sales, retirement plan services, and a deep understanding of the complexities of pooled and multi-employer plan structures. This role will involve collaborating with internal teams to tailor solutions that meet clients' unique needs while ensuring compliance and delivering long-term value to participants. This is a National position, with flexibility for remote work. Frequent travel (up to 80%) is required for client meetings, industry events, and team collaboration.
Key Job Responsibilities
Sales Strategy and Leadership:Lead and develop a national sales strategy to grow the adoption of Pooled Employer Plans (PEPs) and Multi-Employer Plans (MEPs) among institutional clients.Identify, pursue, and close new business opportunities within target market segments, including mid-to-large corporations, associations, unions, and other institutional clients.Cultivate and maintain relationships with key stakeholders, including plan sponsors, consultants, TPAs, PEO’S and other intermediaries, to generate leads and drive growth.Work closely with the marketing team to develop targeted campaigns and strategies to position the company as the preferred provider of PEPs and MEPs.Client Relationship Management:Act as the senior point of contact for institutional clients, providing tailored advice and consultation on plan design, regulatory compliance, and fiduciary responsibilities.Develop and deliver compelling presentations to potential clients, outlining the benefits and advantages of PEPs and MEPs.Manage client expectations and ensure that all solutions align with client objectives and regulatory requirements.Market Expansion:Identify new market opportunities and untapped segments for PEPs and MEPs, driving growth across diverse industries.Leverage industry expertise and market trends to inform product development, helping shape solutions that meet the evolving needs of employers and participants.Represent the organization at industry events, conferences, and forums, further establishing the company’s presence in the PEP and MEP space.Team Leadership and Collaboration:Partner with core sales professionals, providing guidance, mentorship, and support to drive performance and achieve sales targets.Collaborate cross-functionally with internal teams (compliance, product development, operations, etc.) to ensure successful plan implementation and ongoing client satisfaction.Drive alignment between sales, marketing, and client servicing teams to create a seamless experience for clients.Business Development and Market Insights:Monitor market trends, competitor offerings, and regulatory changes affecting PEPs and MEPs, providing insights to inform sales and business development strategies.Develop and maintain a pipeline of opportunities, tracking progress and reporting on key performance metrics.Engage in continuous learning to stay up-to-date on evolving regulations, plan structures, and industry best practices.The base salary for this position is $150,000. This role is eligible for variable compensation.
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?
Equitable is seeking a dynamic and experienced Vice President of National Institutional Sales with a strategic focus on growing and expanding our Pooled Employer Plans (PEPs) and Multi-Employer Plans (MEPs) solutions within our Group Retirement team. The VP will be responsible for driving new business, developing relationships with institutional clients, and enhancing our position as a leader in providing scalable retirement solutions for organizations of all sizes.
The successful candidate will be a results-oriented leader with expertise in institutional sales, retirement plan services, and a deep understanding of the complexities of pooled and multi-employer plan structures. This role will involve collaborating with internal teams to tailor solutions that meet clients' unique needs while ensuring compliance and delivering long-term value to participants. This is a National position, with flexibility for remote work. Frequent travel (up to 80%) is required for client meetings, industry events, and team collaboration.
Key Job Responsibilities
Sales Strategy and Leadership:Lead and develop a national sales strategy to grow the adoption of Pooled Employer Plans (PEPs) and Multi-Employer Plans (MEPs) among institutional clients.Identify, pursue, and close new business opportunities within target market segments, including mid-to-large corporations, associations, unions, and other institutional clients.Cultivate and maintain relationships with key stakeholders, including plan sponsors, consultants, TPAs, PEO’S and other intermediaries, to generate leads and drive growth.Work closely with the marketing team to develop targeted campaigns and strategies to position the company as the preferred provider of PEPs and MEPs.Client Relationship Management:Act as the senior point of contact for institutional clients, providing tailored advice and consultation on plan design, regulatory compliance, and fiduciary responsibilities.Develop and deliver compelling presentations to potential clients, outlining the benefits and advantages of PEPs and MEPs.Manage client expectations and ensure that all solutions align with client objectives and regulatory requirements.Market Expansion:Identify new market opportunities and untapped segments for PEPs and MEPs, driving growth across diverse industries.Leverage industry expertise and market trends to inform product development, helping shape solutions that meet the evolving needs of employers and participants.Represent the organization at industry events, conferences, and forums, further establishing the company’s presence in the PEP and MEP space.Team Leadership and Collaboration:Partner with core sales professionals, providing guidance, mentorship, and support to drive performance and achieve sales targets.Collaborate cross-functionally with internal teams (compliance, product development, operations, etc.) to ensure successful plan implementation and ongoing client satisfaction.Drive alignment between sales, marketing, and client servicing teams to create a seamless experience for clients.Business Development and Market Insights:Monitor market trends, competitor offerings, and regulatory changes affecting PEPs and MEPs, providing insights to inform sales and business development strategies.Develop and maintain a pipeline of opportunities, tracking progress and reporting on key performance metrics.Engage in continuous learning to stay up-to-date on evolving regulations, plan structures, and industry best practices.The base salary for this position is $150,000. This role is eligible for variable compensation.
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
Bachelor’s degree in Business, Finance or similar discipline10 years experience in institutional salesFINRA Series 6 or 7 63 or 66 registrations, or ability to obtain within 180 days of hireState Life and Variable Insurance License5 years of experience in the Retirement Services IndustryExpertise in Pooled Employer Plans (PEPs) and Multi-Employer Plans (MEPs)Preferred Qualifications
Advanced degree or relevant certifications (e.g., CFP, AIF) a big plusStrong understanding of retirement plan products, with a specific focus on PEPs and MEPs.Proven track record of sales success and business development within the institutional or retirement services space.Excellent negotiation, communication, and presentation skills.Ability to build and maintain relationships with C-suite executives and senior leaders within client organizations.Deep knowledge of ERISA, DOL regulations, and compliance requirements related to retirement plans.Strong leadership capabilities with experience managing teams and driving results.Skills
Effective Presentations: Knowledge of effective presentation tools and techniques; ability to present information to groups with the appropriate degree of formality.
Financial Services Industry: Knowledge of financial services industry trends, directions, major issues, regulatory considerations, and trendsetters; ability to provide specific financial advice to clients.
Influencing: Knowledge of effective influencing tactics and strategies; ability to impact decisions within and outside own organization.
Knowledge of Sales Channels: Knowledge of meanings and features of sales channels; ability to coordinate multiple and diverse options for selling an organization's products and services.
Producing Results: Understanding of the criticality of getting things done in spite of current circumstances and the ability to utilize assigned resources and leverage back-channel resources (individuals or teams) to achieve or exceed planned outcomes.
Prospecting: Knowledge of prospecting principles, processes and skills; ability to identify and engage potential customers in the market.
Results Orientation: Knowledge of the importance of meeting or exceeding established targets; ability to drive critical activities to completion.
Sales Marketing: Knowledge of the strategies and operations for promoting the organization products, services and reputation; ability to develop and implement these strategies and operations.
Territory Management: Knowledge of territory management practices, tools and techniques; ability to manage and maximize insurance business performance for one or multiple geographical area(s).
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 atTalentAcquisition@equitable.com.
Required Qualifications
Bachelor’s degree in Business, Finance or similar discipline10 years experience in institutional salesFINRA Series 6 or 7 63 or 66 registrations, or ability to obtain within 180 days of hireState Life and Variable Insurance License5 years of experience in the Retirement Services IndustryExpertise in Pooled Employer Plans (PEPs) and Multi-Employer Plans (MEPs)Preferred Qualifications
Advanced degree or relevant certifications (e.g., CFP, AIF) a big plusStrong understanding of retirement plan products, with a specific focus on PEPs and MEPs.Proven track record of sales success and business development within the institutional or retirement services space.Excellent negotiation, communication, and presentation skills.Ability to build and maintain relationships with C-suite executives and senior leaders within client organizations.Deep knowledge of ERISA, DOL regulations, and compliance requirements related to retirement plans.Strong leadership capabilities with experience managing teams and driving results.Skills
Effective Presentations: Knowledge of effective presentation tools and techniques; ability to present information to groups with the appropriate degree of formality.
Financial Services Industry: Knowledge of financial services industry trends, directions, major issues, regulatory considerations, and trendsetters; ability to provide specific financial advice to clients.
Influencing: Knowledge of effective influencing tactics and strategies; ability to impact decisions within and outside own organization.
Knowledge of Sales Channels: Knowledge of meanings and features of sales channels; ability to coordinate multiple and diverse options for selling an organization's products and services.
Producing Results: Understanding of the criticality of getting things done in spite of current circumstances and the ability to utilize assigned resources and leverage back-channel resources (individuals or teams) to achieve or exceed planned outcomes.
Prospecting: Knowledge of prospecting principles, processes and skills; ability to identify and engage potential customers in the market.
Results Orientation: Knowledge of the importance of meeting or exceeding established targets; ability to drive critical activities to completion.
Sales Marketing: Knowledge of the strategies and operations for promoting the organization products, services and reputation; ability to develop and implement these strategies and operations.
Territory Management: Knowledge of territory management practices, tools and techniques; ability to manage and maximize insurance business performance for one or multiple geographical area(s).
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 atTalentAcquisition@equitable.com.