New Business Manager

EquitableMelville, NY
2d$69,000 - $80,000

About The Position

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? 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 [email protected].

Requirements

  • 1-2 years Experience in Financial Services new business processing
  • Proven experience building relationship within an organization
  • Proactive approach to New Business process training
  • Ability to learn and adapt to changing processes
  • Ability to manage multiple projects
  • 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.
  • 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.
  • 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.

Responsibilities

  • Provide New Business Support for Greater New York/Connecticut Advisors
  • Train New Advisors on New Business Processes
  • Coordinate with Service Centers to Facilitate New Business support / response
  • Build and maintain key-person relationships with Service Center Staff to expedite New Business review and issue
  • Willingness and ability to travel occasionally to other offices throughout the NY tri-State Area

Benefits

  • Equitable provides a full range of benefits. This includes medical, dental, vision, a 401(k) plan, and paid time off.
  • Equitable Total Rewards Program
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