Job Information
Equitable Sales Process Manager- Annuities Team in Charlotte, North Carolina
Sales Process Manager- Annuities Team ( 240000D6 )
Primary Location : UNITED STATES-NC-Charlotte
Organization : Equitable
Schedule : Full-time
Description
Description
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?
Key Job Responsibilities
Third-Party Firm Approval Management:
Manage the submission of financial professional and client facing content to third party distributors that require prior approval. Example material includes conference collateral, seminar invites, product marketing material, campaigns, brochures, and sales kits.
Responsible for maintaining relationships with third party distributor firm reviewers and internal Key Account Managers to ensure adherence to each firms’ unique rules of engagement.
Manage and strategize submission process with business development and marketing teams to ensure material is prioritized and submitted accurately to firms.
Maintain upkeep of 3 rd party firm-approval grids for External/Internal Wholesalers and Key Account teams and administer the Equitable Marketing review inbox.
Evaluate opportunities for driving 4U engagement across firms, Strategic Account Managers and Wholesalers
Analyze the advisor behavioral usage data being captured in 4U to augment existing data.
Vendor Management:
Support Distribution vendor setup with Vendor Maintenance.
Manage the relationships with established sales enablement vendors (Salesforce, Seismic, HeyDan!, 4U Platform, Salesvue, Discovery Data, Market Metrics, Grid Buddy, schedulers)
Ensure timely contract renewal and propose saving opportunities based on usage
Evaluate license allocation and redistribute as necessary
Establish monthly adoption metrics for each vendor in use
Ensures the end-to-end vendor management processes and procurement policies are implemented efficiently with internal procurement partners
Identify and troubleshoot issues related to vendor contract, reporting and analytics, while working to implement future process changes with current and future vendors.
Distribution Support:
Process SOWs, invoices, Disbursement Warrants and Marketing Allowances to support Wholesalers and Key Account Managers.
Provide ongoing training and upskilling for the HeyDan! team to organize and structure Wholesaler expense reports.
Support large scale meetings and events, including firm conferences and wholesaler meetings.
Identify process improvement opportunities for automating gift logging, T&E information, and expense reporting.
The base salary range for this position is $68,000 - $75,000. 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 (https://portal.equitable.com/appentry/EDoxRedirect?node_id=A2023013000001)
Qualifications
Required Qualifications
3-5 years in Program Management
3-5 years in working with vendors
4 or more years working in the Individual Retirement
Must be organized, detail-oriented and analytical
Strong working knowledge of Microsoft Office Suite essential
Flexibility working in a dynamic and high energy sales organization
Strong knowledge of Vendor Management and prior experience with Vendor Management functions
Preferred Qualifications
- Experience with Concur, Ariba a plus
Skills
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 Communications: Understanding of effective communication concepts, tools and techniques; ability to effectively transmit, receive, and accurately interpret ideas, information, and needs through the application of appropriate communication behaviors.
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.
Project Management: Knowledge of effective 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.
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 .
Req ID: 240000D6