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Equitable · 2 weeks ago

Equitable Advisors, Senior Product Manager - Retirement Plans

United States

Full-time

Remote

Mid, Senior Level

$80K/yr - $100K/yr

3+ years exp

Equitable is a company committed to making a difference in the lives of clients through its financial professionals. The Senior Product Manager will focus on Equitable Advisors' platform of retirement plans, managing product offerings, supporting advisors, and contributing to various projects and initiatives.

BankingConsultingFinancial Services

H1B Sponsor Likely

Responsibilities

Maintaining a strong understanding of ERISA/retirement plan product offerings including 401k, 403(b)(7), SEP, Simple IRA plans and other retirement related markets

Possessing a general understanding of overall Broker/Dealer investment and insurance products

Performing due diligence reviews of new and existing third-party retirement plan products and recordkeeping firms

Supporting advisors, internal teams, legal/compliance as a subject matter expert in ERISA and retirement plan business

Support our in-house 3(21) & 3(38) ERISA Fiduciary program

Creating and reviewing reports related to product lines

Understanding and contributing to certain written supervisory procedures (WSPs)

Supporting and contributing to various projects and initiatives

Participating in the planning and execution of firm advisor conferences

Reviewing communications and marketing material in relation to various products lines and initiatives

Managing and organizing several administrative tasks associated with the role

Supporting relationships with our sponsor partners, including sales tracking, reporting and marketing functions

Managing relationships with multiple third party recordkeeping partners

Identify opportunities to increase the sales with Equitable Advisors retail channel

Additional ad-hoc projects and BAU tasks as assigned by your leader

Qualification

ERISA/Retirement Plan productsSeries 7Microsoft OfficeProject ManagementManaging Multiple PrioritiesBusiness AcumenEffective CommunicationsCross-functional CollaborationTeamworkOrganizational Skills

Required

3+ years of work experience related to the Product Manager responsibilities with ERISA/Retirement Plan products

Series 7, Series 66 OR Series 63 and 65. Series 24 required or must obtain within 6 months of employment

Demonstrated knowledge of ERISA/Retirement Plan products and related regulations

Microsoft Office skills specifically Word, Excel and PowerPoint

Preferred

Having intellectual curiosity and commitment to expanding knowledge of various products and industry

Proven organizational skills and the ability to manage multiple deadlines

Effective verbal and written communication skills

Benefits

Medical

Dental

Vision

A 401(k) plan

Paid time off

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)