Program Manager, Advisor Journey

Equitable Advisors; Charlotte, Northern (NC, KY); Hybrid; USD 60,000 - 85,000; Full time

Job summary

Equitable seeks a remote Program Manager to lead planning, coordination, and execution of high-visibility field development experiences for Advisors and Leaders. You will own timelines, stakeholder alignment, communications, logistics, and continuous improvement to deliver polished programs.

Responsibilities include translating strategic direction into actionable plans, partnering with senior leaders, and shaping the Advisor Journey curriculum. Travel 5+ times per year may be required.

Qualifications

• 5+ years of experience in program management, learning & development, field enablement, coaching, or a related discipline.
• Strong stakeholder-management skills and ability to influence without authority.
• Experience facilitating development programs for professional, field, or leadership audiences.
• Excellent communication skills with senior leaders and partners.
• Willingness to travel 5+ times per year.

Responsibilities

• Define program objectives, success measures, audience needs, and learning outcomes.
• Independently manage multiple programs with integrated project plans and timelines.
• Lead end-to-end program development from planning through delivery and feedback.
• Partner with field leaders and home office to reflect field priorities.
• Contribute to advisor growth and leadership development programming.
• Prepare speakers and coordinate materials for engaging sessions.
• Manage budgets, expenses, and vendor coordination.

Skills

Program management

Learning & development

Stakeholder management

Coaching

Facilitation

Job description

Job Description - Program Manager, Advisor Journey (260000FT)

Primary Location

UNITED STATES-NC-Charlotte

Organization

Equitable

Schedule

Full-time

About the Role

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.
The Advisor & Manager Journey Team builds the programs that help Equitable Advisors develop more effective advisors and stronger field leaders. We’re hiring a remote Program Manager to independently lead the planning, coordination, and execution of high-visibility field development experiences — with ownership across timelines, stakeholders, communications, logistics, and continuous improvement. You’ll be expected to operate with sound judgment, manage competing priorities, and influence partners across the field and home office. This role requires someone who can translate strategic direction into clear plans, keep stakeholders aligned, and deliver polished, high-quality experiences for advisors and leadership audiences.

This position offers a remote work schedule that allows you to stay fully engaged with your team to provide outstanding, customer focused service during our core hours (8:00 AM–5:00 PM). Periodic office visits may be requested based on business needs.

What You'll Own

Partner with senior leaders and key stakeholders to define program objectives, success measures, audience needs, and learning outcomes aligned to the Advisor Journey.

Independently manage multiple programs at once, translating priorities into integrated project plans and keeping timelines, deliverables, risks, and stakeholders aligned.

Lead end-to-end program development activities, from upfront planning and curriculum coordination through delivery, feedback analysis, and post-program refinement.

Build strong partnerships with field leaders, advisory councils, facilitators, and home office partners to ensure programs reflect field priorities and drive practical application.

Contribute to the design, delivery, and continuous improvement of advisor growth and leadership-development programming, using participant feedback and business priorities to strengthen outcomes.

Own key components of the Elite & Emerging Leaders experience, including curriculum coordination, speaker readiness, participant communications, and execution appropriate for an executive audience.

Support field calls and sessions across the portfolio, including the Masters Institute.

Shape agendas and session flows that support clear learning objectives, strong engagement, reflection, discussion, and practical application.

Prepare internal and external speakers by clarifying objectives, coordinating materials, managing run-of-show expectations, and ensuring each session is aligned and engaging.

Serve as a trusted point of contact for speakers, facilitators, participants, and partners before, during, and after each program.

Manage program budgets, expenses, vendor coordination, and execution details to support consistent, high-quality development experiences.

The base salary range for this position is $60,000 - $85,000. Actual base salaries vary based on skills, experience, and geographical location. In addition to base pay, Equitable provides compensation to reward performance with base salary increases, spot bonuses, and short-term incentive compensation opportunities. Eligibility for these programs depends on level and functional area of responsibility.

5+ years of experience in program management, learning & development, field enablement, coaching, facilitation, or a related discipline.

Strong stakeholder-management skills, including the ability to influence without authority, anticipate needs, resolve ambiguity, and keep cross-functional partners aligned.

Demonstrated ability to support or facilitate development programs for professional, field, or leadership audiences.

Professional presence and communication skills, with confidence engaging senior leaders, field partners, speakers, and participants.

Ability to manage multiple priorities independently in a fast-paced environment while maintaining attention to detail and quality.

Willingness to travel 5+ times per year.

Growth Path

This role is designed for someone ready to own meaningful pieces of high-visibility development programs while continuing to grow into broader portfolio leadership. Success in this role will create a path toward larger program ownership, deeper field influence, and expanded responsibility across the Advisor Journey.

About Equitable

At Equitable, we’re a team committed to helping our clients secure their financial well-being so that they can pursue long and fulfilling lives.

We turn challenges into opportunities by thinking, working, and leading differently – where everyone is a leader. We encourage every employee to leverage their unique talents to become a force for good at Equitable and in their local communities.

We are continuously investing in our people by offering growth, internal mobility, comprehensive compensation and benefits to support overall well-being, flexibility, and a culture of collaboration and teamwork.

We are looking for talented, dedicated, purposeful people who want to make an impact. Join Equitable and pursue a career with purpose.

Equitable is committed to providing equal employment opportunities to our employees, applicants and candidates based on individual qualifications, without regard to race, color, religion, gender, gender identity and expression, age, national origin, mental or physical disabilities, sexual orientation, veteran status, genetic information or any other class protected by federal, state and local laws.

NOTE: Equitable participates in the E-Verify program.

If reasonable accommodation is needed to participate in the job application or interview process or to perform the essential job functions of this position, please contact Human Resources at [phone] or email us at [e-mail].