Manager, Advisor Experience & Financial Planning (Remote or Hybrid)
Free account needed to apply or save. It takes a minute, and we'll bring you right back to this job.
Skills
About the role
About the Role
At Equitable, we help clients secure their financial well-being so they can pursue long and fulfilling lives, a mission we’ve honed since 1859.
Equitable Advisors’ Wealth Management team is seeking a Manager, Advisor Experience & Financial Planning to help shape the future of how advisors deliver financial planning and serve their clients.
You’ll bring together financial planning, practice management, technology, and advisor insights to develop solutions that make an impact. If you’re passionate about financial planning, energized by innovation, and curious about how technology and AI can enhance the advisor and client experience, this is an opportunity to help shape what’s next.
This position offers a flexible work schedule: it may be fully remote/hybrid. If you are located near one of our offices (e.g., Charlotte, NC; New York, NY; Syracuse, NY), a hybrid schedule with 2–3 days on-site per week is expected to foster collaboration and connection.
What You’ll Be Doing
Lead the design and delivery of an integrated advisor and financial planning experience, connecting practice management, advisor workflows, digital platforms, planning capabilities, and client-facing solutions.
Help shape the end-to-end financial planning and client experience, translating advisor and client needs into scalable solutions that support financial health, planning, and long-term financial well-being.
Partner across Wealth Management, technology, and other key functions to advance strategic initiatives, platform enhancements, integrations, and capabilities that improve advisor effectiveness and the client experience.
Manage internal and external partnerships, including third-party financial planning providers, supporting platform delivery, vendor performance, contract and amendment reviews, and ongoing enhancements.
Bring an external perspective to financial planning and advisor technology, monitoring industry trends, competitors, digital capabilities, and emerging technologies to help inform priorities and future solutions.
Apply financial planning and practice management expertise to support product strategy, partner decisions, roadmap priorities, and solutions that help advisors build stronger practices and deliver more engaging client experiences.
Engage directly with advisors and stakeholders, translating feedback and insights into recommendations and executive-ready materials that help influence decisions and drive continuous improvement.