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Equitable · 1 month ago

Performance Lead – Office of the Chief Operating Officer

UNITED STATES-NC-Charlotte, UNITED STATES-NY-Syracuse

Full-time

Onsite

Mid Level

Equitable is a company committed to helping clients secure their financial well-being. The Performance Lead for the Office of the Chief Operating Officer serves as central support for the Chief of Staff, ensuring the effectiveness and efficiency of the COO’s Office through project management and data analysis.

BankingConsultingFinancial Services

H1B Sponsor Likely

Responsibilities

Support preparation for all Board, Committee and senior leadership meetings. Preparation may include research, providing summaries and drafting talking points

Analyzes complex data to develop informed recommendations

Track and monitor projects across the COO organization, including managing workstreams, follow-up and action trackers

Manage deliverables, and track OKRs to align with organizational goals

Handle day-to-day administrative tasks, including audits and ad hoc research

Plays a key role in enhancing operational efficiency across the executive’s function

Qualification

Microsoft OfficeBusiness Data AnalysisProject ManagementEffective PresentationsCross-functional CollaborationResults OrientationManaging Multiple PrioritiesBusiness AcumenVerbal CommunicationWritten Communication

Required

Strong project management skills

Excellent verbal and written communication skills

Self-driven, ability to develop and implements solutions with limited guidance

High integrity, discretion, and ability to manage confidential information

Comfortable navigating fast-paced, dynamic environments

Proven ability to leverage Microsoft Office & Project, PowerPoint and Excel (including charts, graphs) to draft executive level presentations

Preferred

Business Acumen: Knowledge of business concepts, tools, and processes that are needed for making sound decisions in the context of the company's business; ability to apply this knowledge appropriately to diverse situations

Business Data Analysis: Knowledge of business data analysis; ability to collect, identify, analyze and interpret business data using various kinds of techniques to meet business needs and requirements

Communicating for Impact: Knowledge of the concepts, tools and techniques for effective listening and communicating; ability to apply these theories to receive, transmit and accurately interpret information and ideas to influence others in various situations

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

Effective Presentations: Knowledge of effective presentation tools and techniques; ability to present information to groups with the appropriate degree of formality

Knowledge of Organization: Knowledge of the organization's vision, structure, culture, philosophy, operating principles, values, and code of ethics; ability to understand the value of aligning capabilities with business goals to support optimal performance

Managing Multiple Priorities: Knowledge of effective self-management practices; ability to manage multiple concurrent objectives, projects, groups, or activities, making effective judgments as to prioritizing and time allocation

Results Orientation: Knowledge of the importance of meeting or exceeding established targets; ability to drive critical activities to completion

Benefits

Comprehensive compensation and benefits to support overall well-being

Flexibility

A culture of collaboration and teamwork

Company

Equitable

Glassdoor3.6

Equitable provides consulting services to secure the financial well-being and retirement strategies for individuals and families.

Founded in 1859

New York, New York, USA

5001-10000 employees

https://equitable.com/

H1B Sponsorship

Equitable has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2025 (31)

2024 (18)

2023 (26)

2022 (37)

2021 (20)

2020 (12)