Manager, Advisor Experience & Financial Planning (Remote or Hybrid)

What You’ll Bring

• Bachelor’s degree or equivalent relevant professional experience, with 5+ years in wealth management, financial planning, advisor practice management, or financial services, including experience supporting advisor-facing solutions, platforms, or programs.

• Strong financial planning knowledge and financial literacy, with the ability to evaluate information, identify opportunities, and translate insights into practical recommendations.

• Experience with financial planning technology and digital platforms, ideally including eMoney, MoneyGuide, Asset-Map, or similar advisor planning tools.

• Working knowledge of emerging technology and AI-enabled capabilities, with an understanding of how they can enhance advisor productivity, financial planning, and client engagement.

• Strong communication, presentation, and relationship-management skills, with the ability to engage advisors, business partners, vendors, and cross-functional stakeholders.

• Ability to manage multiple initiatives and priorities, balancing strategic thinking with hands-on execution and attention to detail.

• A curious, forward-looking mindset, with a willingness to challenge assumptions, explore new ideas, and continuously improve the advisor and client experience.

Skills

• Financial Planning & Wealth Management: Knowledge of financial planning concepts, advisor practices, and the needs of wealth management clients.

• Advisor & Client Experience: Ability to translate advisor and client needs into meaningful experiences and solutions.

• Financial Planning Technology: Experience with digital planning platforms and tools that support advisor effectiveness and client engagement.

• Strategic & Analytical Thinking: Ability to turn data, market trends, and business insights into actionable recommendations.

• Technology & Innovation: Understanding of emerging technologies, including AI, and their application within wealth management.

• Cross-Functional Influence: Ability to build relationships and drive outcomes across advisors, business leaders, technology teams, and external partners.

• Program & Vendor Management: Ability to manage initiatives, strategic partners, platform enhancements, priorities, and deliverables.

About Equitable 
At Equitable, we’re a team 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.  Click Careers at Equitable to learn more. 
 
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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.