Firm Payment & Compensation Programs Lead

Equitable; Charlotte (NC); Hybride; USD 85 000 - 95 000; Plein temps

Avantages offerts par ce poste

Medical Insurance

401(k) Plan

Paid Time Off

Résumé du poste

Equitable is seeking a seasoned professional to lead Collective Firm Payment program management, acting as the field SME for eligibility, modeling, and administration. You will coordinate onboarding, onboarding discussions, and performance reporting across Wealth Management and Finance teams.

The role emphasizes collaboration, process improvement, and governance, with a hybrid schedule requiring 2–3 days on-site in Charlotte.

Qualifications

• Bachelor's Degree required.
• 5+ years in retail wealth management operations and advisor compensation programs.
• Understanding of advisor teaming structures and compensation methodologies.
• Ability to design innovative solutions balancing operational, financial, and compliance considerations.

Responsabilités

• Serve as SME for Collective Firm Payment program, guiding eligibility, team structures, financial modeling, and payments.
• Lead administration and development of firm-level compensation and advisor teaming programs.
• Manage the Collective Firm Payment shared mailbox and respond to inquiries per service standards.
• Coordinate cross-functional responses on program design, eligibility, modeling, compensation calculations, and policy interpretation.
• Onboard new firms and maintain existing firm participant records and updates.

Connaissances

Communicating Complex Concepts

Cross-functional Collaboration

Effective Communications

Managing Multiple Priorities

Formation

Bachelor's Degree

Description du poste

Equitable is seeking a seasoned professional to lead Collective Firm Payment program management, acting as the field SME for eligibility, modeling, and administration. You will coordinate onboarding, onboarding discussions, and performance reporting across Wealth Management and Finance teams.

The role emphasizes collaboration, process improvement, and governance, with a hybrid schedule requiring 2–3 days on-site in Charlotte.