Business Transformation Specialist (HYBRID)

Equitable • Syracuse, NY

3d • $65,000 - $90,000 • Hybrid

About The Position

Equitable is seeking a Business Transformation Specialist to join its Ways of Working (WOW) team, part of the Innovation & Design Office (IDO), an internal consulting group that works to enhance productivity and optimize ways of working across the enterprise. The WOW team develops and evolves the organization’s operating model by building capabilities, leadership practices, and execution disciplines. The role uses Objectives & Key Results (OKRs), Agile methodologies, and empowerment approaches to define and solve business problems, translating solutions into practical tools, actions, and measurable outcomes.

The specialist will help launch and scale the WOW strategy and framework, enable leaders and teams through coaching and facilitation, and partner with business areas to analyze data and implement improvements. The role also develops and maintains frameworks, playbooks, learning materials, templates, and tools; supports adoption of WOW practices in daily work; and owns workstreams from planning through delivery. The position follows a hybrid schedule with on-site work three days per week.

The base salary range is $65,000–$90,000. Actual base salary depends on skills, experience, and geographic location. Additional compensation may include salary increases, spot bonuses, and short-term incentives, subject to eligibility. Eligible employees receive benefits including medical, dental, vision, a 401(k) plan, and paid time off. Equitable describes its culture as collaborative, flexible, and focused on growth, internal mobility, and employee well-being.

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 engaging 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 communicating complex ideas effectively.
• Demonstrated facilitation, coaching, and consulting skills, including the ability to translate Ways of Working concepts or similar approaches into practical actions for leaders and teams.
• Passion for solving business problems using Ways of Working practices and principles.
• Ability to influence senior leaders and others to improve productivity, effectiveness, and business performance in alignment with leadership values.
• Clear, succinct, and effective communication with stakeholders at all levels.
• Ability to work collaboratively across teams in a fast-moving culture without compromising quality.
• Ability to take ownership of assigned workstreams and focus on measurable results.
• Ability to approach ambiguous problems with curiosity, structure, and sound judgment; identify root causes; and use data, research, and stakeholder input to develop recommendations.
• Perseverance through challenges and organizational roadblocks, with appropriate escalation of decisions.
• Ability to turn ideas into practical processes, tools, prototypes, analyses, or implementation plans; learn and apply technology, automation, and generative AI; and test and iterate solutions.
• Knowledge of data gathering and reporting, effective communications, managing multiple priorities, and project administration.

Nice To Haves

• Experience 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, 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.

Responsibilities

• Plan, deploy, communicate, and scale the Ways of Working strategy and framework across the enterprise.
• Develop leaders and teams through coaching, consulting, facilitation, and capability-building programs to improve execution and organizational effectiveness.
• Partner with business areas to analyze data and insights and apply Ways of Working practices to improve prioritization, collaboration, agility, productivity, and measurable outcomes.
• Create and maintain frameworks, playbooks, learning assets, templates, tools, and practical guidance.
• Partner with leaders and teams to embed Ways of Working in 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.

Benefits

• Medical insurance
• Dental insurance
• Vision insurance
• 401(k) plan
• Paid time off
• Base salary increases, spot bonuses, and short-term incentive compensation opportunities for eligible employees

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level