Equitable · 1 day ago
Broker Dealer Vendor Manager Specialist
United States
Full-time
Remote
Mid Level
$50K/yr - $60K/yr
3+ years expEquitable is dedicated to helping clients secure their financial well-being. They are seeking a highly motivated Broker-Dealer Vendor Manager Specialist to manage vendor relationships, optimize platform performance, and ensure collaboration between internal teams and external partners.
BankingConsultingFinancial Services
Responsibilities
Vendor and Platform Management: Collaborate with vendors, internal departments, and the Equitable field force to ensure effective platform management and operational efficiency
Project Coordination: Create, update, and manage project timelines for contract renewals, tool enhancements, and communication plans, ensuring deadlines are met and projects are executed successfully
Stakeholder Collaboration: Build and maintain strong relationships with internal stakeholders and clients to foster effective communication and collaboration
Data Feed Management: Work closely with vendors and Equitable IT teams to ensure data feeds (e.g., DST and DTCC feeds) are updated and troubleshoot issues to provide seamless service to Financial Professionals
Subscription and Access Oversight: Manage subscriptions, user access, and invoice processing to ensure accuracy and compliance with organizational policies
Qualification
Required
3+ years of experience in the Financial Services industry, preferably in a vendor relationship role (ie: eMoney, Morningstar, and Broadridge.)
Proven knowledge of life, annuity, and investment advisory products
Advanced Excel skills and strong project management capabilities
Familiarity with DST and DTCC feeds is highly desirable
Detail-oriented with excellent organizational abilities
Strong critical thinking and strategic analysis skills, with the ability to quickly gather and interpret data
Exceptional multi-tasking capabilities and ability to prioritize effectively in a fast-paced environment
Ability to build and maintain relationships with internal teams and external clients
Results-oriented with a solution-focused and analytical mindset
Proactive approach to learning and adapting to new challenges
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
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
Knowledge of effective presentation tools and techniques to ensure clear understanding; ability to use summarization and simplification techniques to explain complex technical concepts in simple, clear language appropriate to the audience
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
Knowledge of tools, techniques and processes for gathering and reporting data; ability to practice them in a particular department or division of a company
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
Benefits
Medical
Dental
Vision
A 401(k) plan
Paid time off
Company
Equitable
Equitable provides consulting services to secure the financial well-being and retirement strategies for individuals and families.
5001-10000 employees
Funding
Current Stage
Late StageLeadership Team
Mark Pearson
CEO and President
Vincent Xuan
Head of Life Insurance & CEO of Equitable Financial Bermuda Re
Recent News
MarketScreener
2025-11-04
2025-10-27
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