Practice Management / Financial Planning Manager

Equitable•New York, NY

10d•$111,464 - $183,915•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 Advisor’s Wealth Management team is seeking an experience leader to drive and contribute to meaningful work that shapes how we support clients and financial professionals across the country. The individual will be responsible for driving practice management and financial planning experience and engagement across the advisor ecosystem. As part of this team, you’ll be hands developing optimized advisor and client solutions, analyzing market trends, supporting strategic initiatives, and helping develop strategies that drive decision‑making across our Wealth Management business. In this role, you’ll be working cross functionality, contributing to meaningful projects, building executive‑ready deliverables and leading advisor conversations showcase your skills and highlight the values of core practice management fundamentals. If you’re curious, data‑driven, and excited to see how strategy, technology and planning come together in a modern, client‑focused organization, this role provides you the situation and impact you’re looking for. This position offers a hybrid work schedule, with periodic days in office, combining flexibility with team collaboration.

Requirements

Strong financial literacy and planning competency, with the ability to synthesize information, identify opportunities for improvement, and translate insights into actionable recommendations.
Demonstrated expertise in technology, digital platforms, and emerging AI‑enabled tools, particularly how they can enhance productivity, advisor effectiveness, and client experiences. Prior direct experience with eMoney, Money Guide, Asset Map or similar financial planning tools
Excellent communication and collaboration skills, with the ability to work effectively across cross‑functional teams
An organized, detail‑oriented mindset, capable of managing multiple workstreams, supporting execution against deadlines, and contributing to readiness initiatives.
Curiosity and a learning‑oriented approach, with a willingness to ask questions, challenge assumptions, and continuously improve workflows, processes, and standard operating procedures
Key understanding of Client and Advisor Journeys across lifecycle and memorable moments
Analytical and critical thinking skills, with the ability to evaluate data, processes, and tools to identify insights, risks, and opportunities for improvement.
Strong written and verbal communication skills, enabling clear documentation of findings and effective collaboration with functional stakeholders.
Technical and digital fluency, including comfort with core productivity tools and the ability to quickly learn new systems, platforms, and AI‑enabled technologies.
Program coordination and execution skills, with the ability to prioritize tasks, manage details, and support multiple initiatives in a fast‑paced, team‑oriented environment

Nice To Haves

CFP, advanced planning designations, or sales experience a bonus

Responsibilities

Lead the design and delivery of an integrated practice management and financial planning experience, aligning advisor workflows, digital platforms, and client‑facing capabilities to enable consistent, high‑quality outcomes across the advisor lifecycle.
Define and evolve the end‑to‑end client experience across the advisor platform, translating client needs and business strategy into scalable solutions that support financial planning, financial health, and long‑term well‑being.
Manage and coordinate in‑house teams and third‑party vendors, overseeing platform integrations, feature delivery, and operational execution to ensure solutions are reliable, compliant, and aligned with enterprise standards.
Lead vendor management and strategic oversight through ongoing partner engagement, contract and amendment reviews, and current knowledge of financial planning industry competitors to strengthen negotiations, manage performance, and inform platform decisions.
Leverage industry knowledge and financial planning expertise to inform product strategy, partner selection, and roadmap prioritization, ensuring offerings reflect best practices in planning, wellness, and advisor‑led client engagement.