Practice Management & Financial Planning Lead (Hybrid)

Equitable; New York (NY); Hybrid; USD 111,000 - 184,000; Full time

Benefits offered by this job

Medical, dental, vision benefits

401(k) plan

Paid time off

Job summary

Equitable is seeking an experienced leader to drive practice management and the client financial planning experience for its Wealth Management advisor ecosystem. This role involves coordinating cross‑functional teams, optimizing advisor workflows, and delivering scalable, compliant solutions that enhance client outcomes.

The base salary range is $111,464 - $183,915 with opportunities for incentive pay. Equitable offers comprehensive benefits and a hybrid work schedule with periodic in‑office

Qualifications

• Strong financial literacy and planning competency; translate insights into actionable recommendations.
• Demonstrated expertise with eMoney, MoneyGuide, Asset Map or similar tools.
• Excellent communication and collaboration across cross‑functional teams.
• Organized, detail‑oriented mindset; manage multiple workstreams and deadlines.
• Curiosity and a learning-oriented approach; challenge assumptions and improve workflows.

Responsibilities

• Lead the design and delivery of an integrated practice management and financial planning experience.
• Define and evolve the end‑to‑end client experience across the advisor platform.
• Manage in‑house teams and third‑party vendors; oversee integrations and delivery.
• Lead vendor management, contract reviews, and competitive knowledge to strengthen negotiations.
• Inform product strategy and roadmap prioritization with financial planning expertise.

Skills

Financial literacy

Analytical thinking

Communication

Collaboration

Tech fluency

Program coordination

Learning mindset

Education

CFP designation

Advanced planning designations

Tools

eMoney

MoneyGuide

AssetMap

Job description

Equitable is seeking an experienced leader to drive practice management and the client financial planning experience for its Wealth Management advisor ecosystem. This role involves coordinating cross‑functional teams, optimizing advisor workflows, and delivering scalable, compliant solutions that enhance client outcomes.

The base salary range is $111,464 - $183,915 with opportunities for incentive pay. Equitable offers comprehensive benefits and a hybrid work schedule with periodic in‑office