Team Member, Strategic Innovation Group (HYBRID)

Equitable•Charlotte, NC

5h•$65,000 - $75,000•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. We are America’s first fully Agile financial services company. We are creating an environment where cross-functional, multidisciplinary teams work independently under a clear set of strategic guidelines, applying Agile working methods to implement their missions. And in so doing, they promote a culture where team members are actively engaged and learning every day. Equitable is looking for a dynamic Strategic Innovation Group (SIG) team member to join our team! The successful candidate will join the Strategic Innovation Group (SIG) team, one of several teams within the IDO. SIG functions as a high-octane internal consulting firm whose mission is to harness the power of strategic innovation to forge new avenues of growth, uncover hidden opportunities for savings and enhance critical business processes. The team focuses principally on five areas: 1) process re-engineering; 2) corporate innovation & investment; 3) low code application development, automation and analytics; 4) organizational redesign; 5) strategic initiatives (past engagements have included work around straight-through processing, competitive research and wellness). Across all five areas, the individual will partner with stakeholders to problem-solve, design and develop impactful solutions. Candidates must be comfortable working in a high-profile, dynamic environment and must be willing to support various projects, often simultaneously.

Requirements

Bachelor’s degree
0-2 years of experience working within financial services, insurance and/or consulting firms
Established experience creating PowerPoint presentations
Business Data Analysis: Knowledge of business data analysis; ability to collect, identify, analyze and interpret business data using various kinds of techniques to meet business needs and requirements.
Business Process Design: Knowledge of business process design; ability to develop appropriate techniques to re-examine key processes and focus on optimizing organizational performance.
Cross-functional Collaboration: Knowledge of collaborative techniques and approaches; ability to promote a culture of continuous improvement and working together across functions to solve business problems and meet business goals.
Data Gathering and Analysis: Knowledge of data gathering and analysis tools, techniques and processes; ability to gather and analyze data on the learning needs of a target population.
Decision Making and Critical Thinking: Knowledge of the decision-making process and associated tools and techniques; ability to accurately analyze situations and reach productive decisions based on informed judgment.
Market Research: Knowledge of market research; ability to collect, collate and analyze information about existing or potential markets and market needs.

Nice To Haves

Comfortable partnering with senior level management
Ability to manage multiple projects/tasks with emphasis on time management
Experience working in an NWOW-like culture (Agile work management, Design Thinking problem solving, OKR goal setting, Adaptive Leadership, Process reengineering) Demonstrates clearly with oral and written communications skills
Adequate grasp of Equitable business acumen (e.g., how Equitable makes money, different Equitable business lines)
Knowledge of statistics, hypothesis-driven problem-solving, finance industry and economics
Self-motivated and dedicated to continuous self-improvement, including receiving practical feedback
Open-minded, willing to flex across new areas and “roll up their sleeves”. Able to explore new domains and grasp complex concepts in new subject areas.

Responsibilities

Create clear, structured, and visually stunning PowerPoint documents
Conduct quantitative analysis and/or consolidate data through Excel
Build low-code applications with automated workflows through Microsoft Power Platform
Conduct competitive research with the aid of generative AI tools
Help more senior members of the team write compelling and interesting memos to executives
Support facilitation of group learning sessions with internal stakeholders
Help the team to document and organize information, from consistent note taking to folder structuring

Benefits

Equitable provides compensation to reward performance with base salary increases, spot bonuses, and short-term incentive compensation opportunities.
For eligible employees, Equitable provides a full range of benefits. This includes medical, dental, vision, a 401(k) plan, and paid time off.

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