Equitable Advisors, Relationship/Product Manager

Equitable; City of Syracuse (NY); Remote; USD 85,000 - 100,000; Full time

Job summary

Equitable is seeking a Relationship/Product Manager within their Wealth Management division. This role involves managing relationships with partners, conducting due diligence, and supporting investment sales initiatives. Candidates should have 3+ years of experience in financial products and relevant Series licenses. The position offers a competitive salary and comprehensive benefits.

Qualifications

• 3+ years in relationship management with financial products.
• Series 7, Series 66, or Series 63 and 65; Series 24 required or to be obtained within 6 months.

Responsibilities

• Support relationships with sponsor partners, including business planning.
• Conduct due diligence, manage product and data responsibilities.
• Prepare and participate in meetings with strategic partners.

Skills

Accuracy and attention to detail

Business acumen

Effective communication

Cross-functional collaboration

Document management

Product knowledge

Project management

Tools

Word

Excel

PowerPoint

Job description

Equitable Advisors, Relationship/Product Manager

Join to apply for the Equitable Advisors, Relationship/Product Manager role at Equitable.

About the Role

Within the Wealth Management division of Equitable, Equitable Advisors is dedicated to making a difference in clients' lives. The role involves working with a team of professionals focusing on investment products and advisory solutions.

Responsibilities

• Support relationships with sponsor partners, including business planning
• Conduct due diligence, manage product and data responsibilities based on skills and background
• Prepare and participate in meetings with strategic partners to drive initiatives
• Support activities to increase investment sales in the retail channel
• Update Resource Center and product materials to ensure relevance
• Review sponsor marketing materials for compliance
• Develop understanding of broker/dealer product offerings and utilize data for growth
• Contribute to written supervisory procedures (WSPs)

Compensation and Benefits

The salary range is $85,000 - $100,000, with variations based on experience and location. Additional performance-based incentives and comprehensive benefits are provided.

Qualifications

Required

• 3+ years in relationship management with financial products
• Series 7, Series 66, or Series 63 and 65; Series 24 required or to be obtained within 6 months

Preferred

• Knowledge of alternative investments, mutual funds, advisory products
• Proficiency in Word, Excel, PowerPoint
• Strong organizational and relationship-building skills

Skills

• Accuracy and attention to detail
• Business acumen
• Effective communication
• Cross-functional collaboration
• Document management
• Product knowledge
• Project management

About Equitable

We focus on helping clients secure their financial well-being through innovative thinking and leadership. We promote a culture of growth, mobility, and collaboration, valuing diverse talents and contributions.

Equal Opportunity Employer

Equitable provides equal employment opportunities and participates in E-Verify. For accommodations, contact Human Resources at [phone] or [e-mail].

Locations and Schedule

Remote in the U.S., with additional locations in Charlotte, NC, and Syracuse, NY. Full-time schedule.