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.

Equitable Advisors is committed to making a difference in the lives of clients. Across the U.S., 4,330 financial professionals operating under the Equitable Advisors brand engage with individual clients to build relationships focused on helping individuals achieve meaningful financial wellness. In total, Equitable Advisors serves 2.4 million clients nationwide.

The Mid-Atlantic Complex was created by two premiere organizations with Equitable Advisors: The Philadelphia Branch located in Bala Cynwyd, Pennsylvania, and The Capital Branch in Falls Church, VA and Maryland Branch in Columbia, MD. Led by Complex President Timothy Maguire, the Mid-Atlantic Complex has over 600 team members and covers almost 30% of the Eastern Coast of the United States.

Are you ready to join an organization that will help unlock your potential?

We’re seeking a passionate, proactive, and detail-savvy candidate to serve as the marketing subject matter expert, working with financial professionals to drive implementation and adoption of marketing programs, tools, and resources. As the marketing subject matter expert, you will also be responsible for leading and managing all marketing activities as it pertains to Complex level initiatives.

Responsibilities:

Partners with Enterprise Marketing team to create, collaborate and consult on marketing strategies designed to help advisors with client acquisition and retentionWorks in partnership with Enterprise Marketing and Complex management team to develop a marketing plan that aligns Enterprise and Complex-led marketing programs to strategically support financial professionals for client retention and acquisition. Responsible for creation and execution of Complex marketing communications plan that promotes marketing tools, resources and content to advisorsThrough a tiered support model, collaborate with advisors on the creation of their marketing plansServe as key contact for defining the value and strategic use of marketing tools and resourcesCoordinates all Complex-level marketing events including tracking and follow upAligns with company branding and marketing initiatives and coordinates local opportunities.Serve as key contact for materials and resources and able to triage requests to appropriate SME

The base salary range for this position is $74,000-100,000. 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-HYBRID

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.

Equitable Advisors is committed to making a difference in the lives of clients. Across the U.S., 4,330 financial professionals operating under the Equitable Advisors brand engage with individual clients to build relationships focused on helping individuals achieve meaningful financial wellness. In total, Equitable Advisors serves 2.4 million clients nationwide.

The Mid-Atlantic Complex was created by two premiere organizations with Equitable Advisors: The Philadelphia Branch located in Bala Cynwyd, Pennsylvania, and The Capital Branch in Falls Church, VA and Maryland Branch in Columbia, MD. Led by Complex President Timothy Maguire, the Mid-Atlantic Complex has over 600 team members and covers almost 30% of the Eastern Coast of the United States.

Are you ready to join an organization that will help unlock your potential?

We’re seeking a passionate, proactive, and detail-savvy candidate to serve as the marketing subject matter expert, working with financial professionals to drive implementation and adoption of marketing programs, tools, and resources. As the marketing subject matter expert, you will also be responsible for leading and managing all marketing activities as it pertains to Complex level initiatives.

Responsibilities:

Partners with Enterprise Marketing team to create, collaborate and consult on marketing strategies designed to help advisors with client acquisition and retentionWorks in partnership with Enterprise Marketing and Complex management team to develop a marketing plan that aligns Enterprise and Complex-led marketing programs to strategically support financial professionals for client retention and acquisition. Responsible for creation and execution of Complex marketing communications plan that promotes marketing tools, resources and content to advisorsThrough a tiered support model, collaborate with advisors on the creation of their marketing plansServe as key contact for defining the value and strategic use of marketing tools and resourcesCoordinates all Complex-level marketing events including tracking and follow upAligns with company branding and marketing initiatives and coordinates local opportunities.Serve as key contact for materials and resources and able to triage requests to appropriate SME

The base salary range for this position is $74,000-100,000. 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-HYBRID

Required Qualifications:

Bachelor’s degree, preferably in field with an emphasis in Marketing or a quantitative field5 years of Marketing or similar experienceTravel between Branches- 5% to 10%Travel required to Philadephia, Columbia and RichmondEvent Planning experience

Preferred Qualifications:

Proven analytical skills, problem-solving skills and business acumenProject management skills - proven ability to oversee a project, strong attention to detail and accuracyNaturally collaborative, must possess exceptional interpersonal and communication skills (both written and verbal) with a demonstrated ability to work with all levels of leadershipSelf-starter with strong initiative and ability to work independentlyHybrid - work in office and remotely

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.

Data Gathering and Reporting: Knowledge of tools, techniques and processes for gathering and reporting data; ability to practice them in a particular department or division of a company.

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, preferably in field with an emphasis in Marketing or a quantitative field5 years of Marketing or similar experienceTravel between Branches- 5% to 10%Travel required to Philadephia, Columbia and RichmondEvent Planning experience

Preferred Qualifications:

Proven analytical skills, problem-solving skills and business acumenProject management skills - proven ability to oversee a project, strong attention to detail and accuracyNaturally collaborative, must possess exceptional interpersonal and communication skills (both written and verbal) with a demonstrated ability to work with all levels of leadershipSelf-starter with strong initiative and ability to work independentlyHybrid - work in office and remotely

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.

Data Gathering and Reporting: Knowledge of tools, techniques and processes for gathering and reporting data; ability to practice them in a particular department or division of a company.

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.