Equitable · 1 week ago

Data Aggregation and Reporting

United States

Full-time

Remote

Mid Level

$68K/yr - $85K/yr

3+ years exp

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Insider Connection @Equitable

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Responsibilities

Oversee the data aggregation and reporting platform, ensuring its smooth operation and adherence to compliance regulations

Supervise the platform based on the working supervisory procedures established by internal compliance

Act as the subject matter expert (SME) for the platform, possessing comprehensive knowledge of data aggregation, performance reporting calculations, and problem resolution

Collaborate with vendors, internal departments, and the Equitable field force to ensure effective platform management.

Build relationships with internal stakeholders and clients, fostering effective collaboration and communication.

Qualification

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Financial ServicesSecurities ComplianceFINRA Series 7FINRA Series 24FINRA Series 63FINRA Series 65FINRA Series 66ExcelProject ManagementLife ProductsAnnuity ProductsInvestment AdvisoryProblem-SolvingTime Management DST DTCC feedsDetail-oriented organization critical thinking strategic thinking multi-tasking build relationshipsResults orientedSolution orientedAnalytical mindsetPro-activeQuick learner