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 results-oriented Retirement Solutions Sales Desk Manager to lead and manage a high-performing sales desk dedicated to providing concierge-level support to key retirement clients and their advisors. This individual will drive the team's efforts in educating clients about retirement options, ensuring lapsed contributions are resumed, and increasing contributions for active clients. The manager will also collaborate with servicing agents to identify rollover opportunities within 403(b) plans, all while achieving retention, renewal, and rollover goals.
Key Job Responsibilities
Client Education Engagement:Oversee proactive outreach to key retirement clients, ensuring they are well-informed about their retirement options and strategies to maximize savings and investment growth.Ensure the team effectively communicates the importance of continued contributions and the benefits of resuming or increasing contributions for both active and lapsed participants.Develop and implement educational materials and resources for clients and advisors to help them understand rollover options, contribution strategies, and retirement planning.Rollover Strategy Execution:Work closely with servicing agents and internal partners to identify and capitalize on rollover opportunities within client 403(b) plans.Establish processes for identifying potential rollovers, ensuring a smooth transition for clients, and driving rollovers to higher-value investment products and accounts.Ensure that the team is meeting or exceeding annual rollover goals, with a focus on driving meaningful results for clients’ financial futures.Metrics Reporting:Track and report on key performance indicators (KPIs) related to team performance, including retention, renewal, and rollover conversion rates.Analyze trends and develop strategies to continually improve performance and meet/exceed team goals.Provide regular updates to senior leadership on team progress, challenges, and opportunities for growth.Collaboration Cross-Functional Support:Collaborate with other departments, such as client servicing, operations, and compliance, to ensure a seamless client experience.Maintain strong relationships with internal stakeholders to share client insights and identify opportunities for improvement or innovation in service offerings.Compliance Risk Management:Ensure the team adheres to all regulatory guidelines, compliance standards, and company policies in the execution of rollover and retirement plan services.Stay updated on industry trends, retirement plan regulations, and investment products to ensure the team remains compliant and competitive.
The base salary for this position is $90,000. 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 results-oriented Retirement Solutions Sales Desk Manager to lead and manage a high-performing sales desk dedicated to providing concierge-level support to key retirement clients and their advisors. This individual will drive the team's efforts in educating clients about retirement options, ensuring lapsed contributions are resumed, and increasing contributions for active clients. The manager will also collaborate with servicing agents to identify rollover opportunities within 403(b) plans, all while achieving retention, renewal, and rollover goals.
Key Job Responsibilities
Client Education Engagement:Oversee proactive outreach to key retirement clients, ensuring they are well-informed about their retirement options and strategies to maximize savings and investment growth.Ensure the team effectively communicates the importance of continued contributions and the benefits of resuming or increasing contributions for both active and lapsed participants.Develop and implement educational materials and resources for clients and advisors to help them understand rollover options, contribution strategies, and retirement planning.Rollover Strategy Execution:Work closely with servicing agents and internal partners to identify and capitalize on rollover opportunities within client 403(b) plans.Establish processes for identifying potential rollovers, ensuring a smooth transition for clients, and driving rollovers to higher-value investment products and accounts.Ensure that the team is meeting or exceeding annual rollover goals, with a focus on driving meaningful results for clients’ financial futures.Metrics Reporting:Track and report on key performance indicators (KPIs) related to team performance, including retention, renewal, and rollover conversion rates.Analyze trends and develop strategies to continually improve performance and meet/exceed team goals.Provide regular updates to senior leadership on team progress, challenges, and opportunities for growth.Collaboration Cross-Functional Support:Collaborate with other departments, such as client servicing, operations, and compliance, to ensure a seamless client experience.Maintain strong relationships with internal stakeholders to share client insights and identify opportunities for improvement or innovation in service offerings.Compliance Risk Management:Ensure the team adheres to all regulatory guidelines, compliance standards, and company policies in the execution of rollover and retirement plan services.Stay updated on industry trends, retirement plan regulations, and investment products to ensure the team remains compliant and competitive.
The base salary for this position is $90,000. 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
FINRA Series 26 license required or the ability to obtain within 180 days of hire 5 years of experience in retirement services, sales, or client management2 years of experience in a leadership roleDemonstrated success in managing a high-performing sales team and achieving sales targets, particularly related to retirement accounts, rollovers, and client retention Strong knowledge of retirement products and services, including 401(k), 403(b), IRA rollovers, and retirement planning strategiesPreferred Qualifications
Series 7, Series 63, or other relevant industry licenses, a plus Experience with 403(b) plan rollovers and a deep understanding of the unique challenges and opportunities in this spaceBachelor’s degree in finance, business, or related fieldExceptional communication and interpersonal skills, with the ability to build strong relationships with clients and advisors Strong analytical skills with the ability to analyze data and make informed decisions to optimize team performance and drive results Ability to thrive in a fast-paced, results-oriented environmentProven ability to mentor and develop team members, creating a positive and productive work cultureSkills
Coaching Others: Knowledge of coaching and mentoring concepts and methods; ability to encourage, motivate, and guide individuals in learning and improving effectiveness.
Communicating for Impact: Knowledge of the concepts, tools and techniques for effective listening and communicating; ability to apply these theories to receive, transmit and accurately interpret information and ideas to influence others in various situations.
Continuous Learning: Understanding of the rationale behind the necessity to continually learn and grow and the ability to seek performance feedback and identify approaches to improve own performance and that of others.
Cross-functional Collaboration: Knowledge of collaborative techniques and approaches; ability to promote a culture of continuous improvement and working together across functions to solve business problems and meet business goals.
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.
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.
Staff and Career Development: Knowledge of available internal and external learning resources and ability to address learning, training, and career development needs of individuals, teams or organization.
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 atTalentAcquisition@equitable.com.
#LI-Remote
Required Qualifications
FINRA Series 26 license required or the ability to obtain within 180 days of hire 5 years of experience in retirement services, sales, or client management2 years of experience in a leadership roleDemonstrated success in managing a high-performing sales team and achieving sales targets, particularly related to retirement accounts, rollovers, and client retention Strong knowledge of retirement products and services, including 401(k), 403(b), IRA rollovers, and retirement planning strategiesPreferred Qualifications
Series 7, Series 63, or other relevant industry licenses, a plus Experience with 403(b) plan rollovers and a deep understanding of the unique challenges and opportunities in this spaceBachelor’s degree in finance, business, or related fieldExceptional communication and interpersonal skills, with the ability to build strong relationships with clients and advisors Strong analytical skills with the ability to analyze data and make informed decisions to optimize team performance and drive results Ability to thrive in a fast-paced, results-oriented environmentProven ability to mentor and develop team members, creating a positive and productive work cultureSkills
Coaching Others: Knowledge of coaching and mentoring concepts and methods; ability to encourage, motivate, and guide individuals in learning and improving effectiveness.
Communicating for Impact: Knowledge of the concepts, tools and techniques for effective listening and communicating; ability to apply these theories to receive, transmit and accurately interpret information and ideas to influence others in various situations.
Continuous Learning: Understanding of the rationale behind the necessity to continually learn and grow and the ability to seek performance feedback and identify approaches to improve own performance and that of others.
Cross-functional Collaboration: Knowledge of collaborative techniques and approaches; ability to promote a culture of continuous improvement and working together across functions to solve business problems and meet business goals.
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.
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.
Staff and Career Development: Knowledge of available internal and external learning resources and ability to address learning, training, and career development needs of individuals, teams or organization.
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 atTalentAcquisition@equitable.com.
#LI-Remote