Advisor Development Coach, Advisor Journey (HYBRID+TRAVEL)

EQH • Charlotte, NC

2d • $80,000 - $100,000 • Hybrid

About The Position

At Equitable, we help clients secure their financial well-being so they can pursue long and fulfilling lives- a mission we’ve honed since 1859. Equitable Advisors’ Wealth Management team is seeking a Program Management Professional to provide essential support to the Advisor & Manager Journey Team. This role blends program management with hands-on facilitation, coach-like guidance, and experience design to elevate advisor and leader development across the Equitable Advisors.

Requirements

• 5+ years of experience in program management, learning & development, coaching, facilitation, or a related role
• FINRA Series 6 or 7 registration or ability to acquire within 120 days of employment
• Experience working in the Financial Services industry

Nice To Haves

• Demonstrated experience facilitating leadership development programs
• Strong presence and interpersonal skills
• Proficiency in Microsoft Office (PowerPoint, Word, Excel)
• Highly organized and adaptable in a fast paced environment
• Willingness to travel 8 to 12 times per year based on business needs
• Curriculum Design: Knowledge of methods, tools and techniques of curriculum design; ability to develop an instructional delivery system that meets the learning needs of a given population in a timely fashion.
• 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.
• Group Facilitation: Knowledge of group facilitation best practices and ability to design and facilitate a group process, elicit contributions from group members, stimulate a focused group discussion, and achieve a desired outcome.
• 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.
• Sales Training: Knowledge of sales training methodologies; ability to ensure that sales and sales management employees have the knowledge and skills required to meet both tactical and strategic sales objectives.
• Training Needs Analysis: Knowledge of tools, techniques and methods of training needs analyses; ability to identify what people need to learn for successful individual and organizational performance.

Responsibilities

• Own the planning, execution, and continuous improvement of Advisor Growth & Leadership Development programming.
• Partner with senior leaders to define program objectives, success metrics, and learning outcomes aligned to the Advisor Journey.
• Manage multiple programs simultaneously, ensuring timelines, deliverables, and stakeholders remain aligned.
• Lead the design, delivery, and continuous improvement of Advisor Growth and Leadership Development programming with a strong focus on participant experience and learning outcomes.
• Own the end-to-end program experience for Elite Leaders & Top 10, including curriculum coordination, speaker management and execution to ensure an executive level experience.
• Host and manage Vice President (VP) and Executive Vice President (EVP) Induction programs.
• Oversee execution of the Wealth Planner Academy, including program planning, vendor relationship management, data reporting & cross-team coordination.
• Design agendas and session flows that support adult learning principles, reflection, discussion, and application.
• Prepare and coach internal and external speakers to ensure content is aligned, engaging, and delivered with clarity and confidence.
• Serve as a consistent point of contact for speakers and facilitators, offering guidance before, during, and after sessions.
• Act as a live-session facilitator, ensuring smooth transitions and active participation.
• Manage program budgets, expenses, and vendor relationships in support of high-quality development experiences.

Benefits

• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed