Head of Advisor Training & Development (REMOTE or HYBRID + TRAVEL)

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 is seeking an experienced and dynamic Head of Advisor Training & Development to join our Wealth Management team. In this role you will establish and lead the enterprise strategy for advisor and field leader training, development, education, and coaching across the advisor journey.

This leader will integrate advisor development, curriculum strategy, training operations, coaching programs, learning platforms, and analytics into a cohesive development ecosystem that drives advisor growth and business outcomes. The role will partner closely with field leadership, the Honor Guard, NAF, EAG, and other key stakeholders to ensure development offerings remain relevant, scalable, and impactful.

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. You will have up to 25% travel for program, field or business needs plus periodic office visits to keep fully engaged with your team.

What You’ll Be Doing

Responsibilities

Enterprise Advisor Development Strategy

• Establish and lead the enterprise strategy, roadmap, and governance framework for advisor and field leader training, development, education, and coaching across the advisor journey.

• Oversee the full advisor development portfolio, ensuring programs, resources, and investments align to business priorities, field needs, and long-term capability objectives. Programs currently span advisor development, leadership development, practice management, coaching, and professional development experiences.

• Evaluate, enhance, scale, redesign, or retire development offerings based on business outcomes, participant feedback, field input, and performance insights.

• Serve as the senior advisor to business and field leadership on advisor capability, development strategy, organizational readiness, and the future direction of advisor learning and coaching.

Advisor Learning & Coaching Programs

• Lead the strategy and evolution of key development programs, including advisor bootcamps, DSF development, ESF development, and leadership development.

• Partner with the Honor Guard, NAF, EAG, and field leaders to refine curriculum and learning experiences.

• Partner with EAG on the strategy and evolution of producer group coaching.

• Establish a scalable train-the-trainer model that equips leaders and coaches to consistently deliver development experiences.

• Ensure programs drive meaningful capability development, adoption, and business impact.

Training Operations & Analytics

• Provide strategic oversight of learning operations, platforms, curriculum deployment, and training infrastructure.

• Leverage analytics to measure effectiveness, identify capability gaps, and guide future investment decisions.

• Establish performance metrics and reporting that demonstrate the impact of training and development programs.

• Ensure operational excellence and scalability across advisor development initiatives.

Leadership & Stakeholder Management

• Lead and develop a high-performing team responsible for advisor development, training operations, and program execution.

• Build strong partnerships with senior leaders, field leadership, and cross-functional stakeholders.

• Influence organizational priorities and secure alignment across multiple business groups.

• Foster a culture of accountability, innovation, continuous learning, and execution excellence.

The total targeted compensation range for this position is $280,000 - $321,500. Total compensation and 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