Business Transformation Specialist (HYBRID)

EQH•Charlotte, NC

1d•Hybrid

About The Position

Equitable is seeking a Business Transformation Specialist to join its Ways of Working (WOW) team within the Innovation & Design Office. The team develops and evolves the company’s operating model by building capabilities, leadership practices, and execution disciplines that support enterprise goals. The role uses Objectives & Key Results (OKRs), Agile methodologies, and empowerment methodologies to define and solve business problems, then translate solutions into practical tools, actions, and measurable outcomes. The position supports the development, deployment, and ongoing improvement of enterprise Ways of Working practices. It partners with business areas and leaders to strengthen execution, collaboration, prioritization, agility, productivity, and organizational effectiveness. The specialist creates frameworks and learning resources, facilitates adoption, gathers feedback, and owns assigned workstreams through planning and delivery. The position has a hybrid schedule requiring an onsite presence three days per week. The base salary range is $65,000–$90,000, with potential performance-related salary increases, spot bonuses, and short-term incentive compensation opportunities, depending on eligibility. Eligible employees receive benefits including medical, dental, vision, a 401(k) plan, and paid time off.

Requirements

Bachelor’s degree.
At least 2 years of experience working in a dynamic culture involving Agile work management, Design Thinking problem solving, OKR goal setting, or process re-engineering.
Ability to organize and facilitate, engage participants, and deliver content that supports knowledge retention, skill development, and participant engagement.
Working knowledge of modern business operations and change management.
Collaborative problem-solving ability and skill in communicating complex ideas effectively.
Facilitation, coaching, and consulting skills, including the ability to translate Ways of Working concepts or similar approaches into practical actions for leaders and teams.
Interest in solving business problems using a combination of Ways of Working practices and principles.
Ability to influence senior leaders and others to identify ways to improve productivity, effectiveness, and business performance in alignment with leadership values.
Strong communication skills, including the ability to communicate clearly, succinctly, and effectively with stakeholders at all levels.
Ability to work collaboratively across teams in a fast-moving culture without compromising quality.
Ability to take ownership of workstreams and focus on measurable results.
Curiosity, structure, and sound judgment when addressing ambiguous problems.
Ability to persevere through challenges and organizational roadblocks and escalate decisions appropriately.
Ability to turn ideas into tangible processes, tools, prototypes, analyses, or implementation plans and translate concepts into practical solutions.
Comfort learning and applying technology, automation, and generative AI to simplify work.

Nice To Haves

Experience working in the financial services industry.
Experience training and coaching people in change management.
Experience mining talent data for insights and targeted solutions.
Established interpersonal skills, maturity, and good judgment.
Reliability, effective prioritization skills, and a clear focus on results.
Self-starter who is comfortable interacting up, down, and across the organization.
Demonstrated experience driving enterprise transformations from design through implementation.
Experience influencing senior leaders and others to improve productivity, effectiveness, and business performance in alignment with leadership values.
Knowledge of data-gathering and reporting tools, techniques, and processes.
Understanding of effective communication concepts, tools, and techniques, and the ability to transmit, receive, and accurately interpret ideas, information, and needs.
Knowledge of self-management practices and the ability to manage concurrent objectives, projects, groups, or activities and prioritize time effectively.
Knowledge of project administration best practices and organizational strategies, practices, and tools for administering projects.

Responsibilities

Plan, deploy, communicate, and scale the Ways of Working strategy and framework across the enterprise.
Coach, consult with, and facilitate leaders and teams; develop capability-building programs to improve execution and organizational effectiveness.
Partner with business areas to analyze data and insights, apply Ways of Working practices, and implement improvements that strengthen prioritization, collaboration, agility, productivity, and measurable outcomes.
Create and maintain Ways of Working frameworks, playbooks, learning assets, templates, tools, and practical guidance.
Partner with leaders and teams to embed Ways of Working into daily business practices, reinforce behavior change, gather feedback, and identify opportunities to improve adoption and impact.
Define, maintain, and continuously improve the enterprise Ways of Working framework, standards, practices, and maturity model.
Own assigned workstreams from planning through delivery, including preparing materials, coordinating stakeholders, tracking actions and milestones, resolving issues, and following through on commitments.
Use Objectives & Key Results (OKRs), Agile methodologies, and empowerment methodologies to define and solve business problems and translate solutions into practical tools, actions, and measurable outcomes.
Use data, research, and stakeholder input to develop recommendations and identify root causes and practical next steps.
Apply technology, automation, and generative AI to simplify work; test, learn, and iterate on solutions.