At Equitable, our power is in our people.
We're individuals from different cultures and backgrounds. Those differences make us stronger as a team and a force for good in our communities. Here, you'll work with dynamic individuals, build your skills, and unleash new ways of working and thinking. Are you ready to join an organization that will help unlock your potential?
Equitable is looking for someone that can support business analysis efforts - including requirements gathering, documentation, testing and implementation planning for projects related to Group Retirement (GR) SalesForce CRM and other GR Sales & Relationship team technology needs. Overall, this role will need a basic understanding of the wholesaling distribution model for Group Retirement Plans - enough to be able to translate sales team related business requests into detailed business requirements for SalesForce builds/enhancements/issue resolution.
This position will be part of the GR Sales Operations Team supporting Group Retirement business lines - 401(k), 403(b) and 457. The role is tasked with coordinating and validating changes, enhancements and core functionality with enterprise partners across Sales & Distribution, Marketing, Product, Service, Compliance and Technology teams. Additionally, this position will support Problem Resolution and general maintenance for Sales Force and other technical capabilities needed to conduct business, including supporting technical requirements and testing as needed. This opportunity will allow the person to explore new opportunities as it relates to our current processes and tools.
Key Job Responsibilities
The responsibilities of the applicant could vary and can expand depending on the qualifications of the person in this role:
1. Day to day functional and problem resolution support of SalesForce platform including Sales Data, Opportunity/Prospect Tracking & Reporting capabilities, Territory Management and Sales Force Reporting functions
2. Day to day functional and problem resolution support of the Group Retirement Performance center platform
a. Responsibilities include and are not limited to Portfolio Builder and Analyzer Report, data & collateral coordination with Product development
b. QC and maintenance of overall fund list database, ensuring funds available on Performance Center are current with funds offered in GR mutual fund based product; manage approx. 6 to 8 specific fund lists of approx. 30 funds each - to ensure current with Fiduciary service offerings (Wilshire, SWBC)
3. Write business requirements for IT teams to use for new builds or enhancements, work in Agile environment with dedicated DP/IT partners to implement and perform final UAT checkout when work effort completed. A general understanding of Group retirement plans (401k, 403b, 457) is needed, in order to translate & communicate the business sales & relationship teams needs into DP/IT technical requirements
4. Provide Sales Force data support coordinating data related initiatives with the Data Analytics Organization and other enterprise partners
5. Manage Wholesaler productivity toolset and their integrations with Sales Force including Performance Center, Quote Engine.
The base salary range for this position is $68,000 to $102,000. 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.
For eligible employees, Equitable provides a full range of benefits. This includes medical, dental, vision, a 401(k) plan, and paid time off. For detailed descriptions of these benefits, please reference the link below.
Equitable Pay and Benefits : Equitable Total Rewards Program
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Qualifications
Required Qualifications

• Bachelor's degree or equivalent work experience
• 3 years of work experience within Financial Services
• Experience with SalesForce technology
• Experience and familiarity working in an Agile Project Management methodology environment

Preferred Qualifications

• Variable Annuities and/or Retirement Plans, highly desired
• FINRA Series 6 or 7 License, a big plus
• SalesForce Management Experience
• SalesForce technological trends and advances
• Computer Knowledge: PC, Microsoft Office Suite & Outlook, Apple mobile devices/iOS
• Exceptional capacity for quantitative and qualitative analysis
• Fundamental knowledge of systems design and methodology
• Ability to understand the needs of the business, and find the best solutions to support

Skills
Agile Project Management: Knowledge of effective agile project management strategies and tactics; ability to plan, organize, monitor, and control projects, ensuring efficient utilization of technical and administrative resources to achieve project objectives.
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.
Customer Segmentation: Knowledge of customer segmentation; ability to differentiate customers into meaningful groups and to establish interactions and service levels appropriate to each group.
Data Analysis Tools: Knowledge of key uses and benefits of data analysis tools; ability to utilize data analysis tools to identify factors influencing business performance and to gain greater insight into trends within a business, industry and customer base.
Industry Knowledge: Knowledge of the organization's industry group, trends, directions, major issues, regulatory considerations, and trendsetters; ability to apply industry knowledge appropriately to diverse situations.
Diversity, Equity and Inclusion: Demonstrates a commitment to Diversity, Equity and Inclusion by treating everyone with respect and dignity, ensuring all voices are heard and advocating for change.
ABOUT EQUITABLE
At Equitable, we're a team of over ten thousand strong; 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 (212) 314-2211 or email us at TalentAcquisition@equitable.com.