Team Lead, Group Retirement Sales Optimization ( 2500000B ) **Primary Location** : UNITED STATES-NC-Charlotte **Other Locations** : UNITED STATES-NY-Syracuse **Organization** : Equitable **Schedule** : Full-time **Description** 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 looking for a dynamic and experienced Team Lead to support Sales Optimization for Group Retirement. The Team Lead will own the digital implementation across all sales enablement technology and digital solutions. They will oversee strategies to amplifying our sales productivity and efficacy by equipping sales teams with leading-edge tools and real-time data. Strategically develop and execute optimal selling experience for distribution teams, including digital tools and resources. They will work closely with the CX, Product and IT partners to implement digital solutions to help enhance advisor and client experiences to drive business outcomes. This position will work in-office and remote out of our Charlotte, NC or Syracuse, NY locations. **Key Job Responsibilities** + Co-creation of Squad vision and goals with the Squad, defining the Squad Mission and Objectives & Key Results (OKRs) + Setting a clear Roadmap to crafting and executing on the digital strategy and communicate ‘the story’ to key stakeholders (e.g., customers, third parties) and the Squad + Lead and manage digital implementation projects from initiation to completion. + Develop and maintain project plans, schedules, and budgets. + Ensure project objectives are met and deliverables are completed on time. + Supervise and mentor a team of digital implementation specialists. + Conduct regular team meetings to track progress and address any issues. + Foster a collaborative and high-performance work environment. + Collaborate with internal and external stakeholders to understand project requirements and expectations. + Communicate project status, risks, and issues to stakeholders and management. + Facilitate workshops and training sessions for end-users. + Provide technical guidance and support to the team during the implementation process. + Ensure adherence to best practices and industry standards in digital implementation. + Troubleshoot and resolve technical issues as they arise. + Identify opportunities for process improvements and implement changes to enhance efficiency. + Stay updated with the latest trends and technologies in digital solutions. + Contribute to the development and refinement of implementation methodologies. + Acting as the voice of the customer (e.g., partner, advisor), creating a culture of customer obsession and encouraging continuous feedback loops from customers and stakeholders (e.g., through frequent customer demos) to ensure digital platform is truly tailored to customer needs + Playing an active role in leading agile Ceremonies such as sprint planning, daily stand-ups, backlog refinement, sprint reviews and sprint retrospectives + Responsible for all sales enablement technology and systems to support Distribution + Identify and implement third-party tools digital solutions + Change management for new processes & tools + Own and optimize sales and client digital experience **Mindset and Behaviors** + Passion to challenge the status quo and find new solutions and drive out of the box ideas – loves and embraces change + Belief in a non-hierarchical culture of collaboration, transparency, safety, and trust + Readiness to “roll up the sleeves” and to go outside comfort zone to learn, ability to push teams to do the same + Readiness to empower others to fail, learn, and grow + Experimental mindset to drive innovation The base salary range for this position is $87,000 - $130,000. 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 (https://portal.equitable.com/appentry/EDoxRedirect?node\_id=A2023013000001) **Qualifications** **Required Qualifications** + Bachelor’s degree + 3 years of work experience with sales enablement technologies and digital implementations + 3 years Project Management experience **Preferred Qualifications** + Exceptional communication and interpersonal skills + Ability to work under pressure and meet tight deadlines + Proficiency in digital technologies and platforms + Proven knowledge in current Equitable sales tools and an understanding of Equitable’ s technology ecosystem (i.e., Salesforce CRM, Allego, Seismic, etc.) + Understanding and knowledge of external market tools (inside and outside of the insurance industry) + Practical understanding of data and its applications to enhance decision making and generate productivity and efficacies + Strong collaboration with cross-functional teams from distribution, tech, operations, and data and analytics + Experience delivering project from end-to-end, and demonstrated knowledge of sales tools + Deep understanding of distribution lifecycle and ability to anticipate the current and future needs + Proven experience with influencing change though leveraging agile, adaptive leadership models and change management + Strong collaborative problem solving with ability to gather, analyze and synthesize a significant amount of information, and turn it into a compelling product vision + Self-starter with ability to manage multiple competing priorities + Strong verbal, written communication, and presentation skills + Ability to facilitate learning and development through individual and team coaching + Ability to lead and manage a team to drive outcomes and invest in the growth of team members **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. **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. **Cross-Selling:** Knowledge of organizational strategies, tools and techniques for understanding the needs of customers; ability to utilize these to create additional sales. **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. **Financial Services Industry:** Knowledge of financial services industry trends, directions, major issues, regulatory considerations and trendsetters; ability to provide specific financial advice to clients. **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. **Strategic Sales Planning:** Knowledge of sales principles, processes, techniques and tools; ability to develop sales plans that are future-oriented, support business strategy and reflect understanding of emerging, as well as existing, opportunities and markets. **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 . **Req ID:** 2500000B