Equitable Advisors, Senior Product Manager - Retirement Plans
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? Sitting within the Wealth Management area of Equitable, Equitable Advisors is committed to making a difference in the lives of clients. Across the U.S., financial professionals operating under the Equitable Advisors brand engage with individual clients to build relationships focused on helping individuals achieve meaningful financial wellness. In this role, you will join an exciting and growing team of dedicated professionals that focus on Equitable Advisors platform of third-party investment products, advisory solutions, insurance products and retirement plan business.
Requirements
- 3 years of work experience related to the Product Manager responsibilities with ERISA/Retirement Plan products.
- Series 7, Series 66 OR Series 63 and 65. Series 24 required or must obtain within 6 months of employment.
- Demonstrated knowledge of ERISA/Retirement Plan products and related regulations.
- Microsoft Office skills specifically Word, Excel and PowerPoint.
Nice To Haves
- Having intellectual curiosity and commitment to expanding knowledge of various products and industry.
- Proven organizational skills and the ability to manage multiple deadlines.
- Effective verbal and written communication skills.
Responsibilities
- Maintaining a strong understanding of ERISA/retirement plan product offerings including 401k, 403(b)(7), SEP, Simple IRA plans and other retirement related markets.
- Possessing a general understanding of overall Broker/Dealer investment and insurance products.
- Performing due diligence reviews of new and existing third-party retirement plan products and recordkeeping firms.
- Supporting advisors, internal teams, legal/compliance as a subject matter expert in ERISA and retirement plan business.
- Support our in-house 3(21) & 3(38) ERISA Fiduciary program.
- Creating and reviewing reports related to product lines.
- Understanding and contributing to certain written supervisory procedures (WSPs).
- Supporting and contributing to various projects and initiatives.
- Participating in the planning and execution of firm advisor conferences.
- Reviewing communications and marketing material in relation to various products lines and initiatives.
- Managing and organizing several administrative tasks associated with the role.
- Supporting relationships with our sponsor partners, including sales tracking, reporting and marketing functions.
- Managing relationships with multiple third party recordkeeping partners.
- Identify opportunities to increase the sales with Equitable Advisors retail channel.
- Additional ad-hoc projects and BAU tasks as assigned by your leader.
Benefits
- Equitable provides a full range of benefits. This includes medical, dental, vision, a 401(k) plan, and paid time off.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Industry
Funds, Trusts, and Other Financial Vehicles
Education Level
No Education Listed
Number of Employees
5,001-10,000 employees
