Team Lead, Platinum Retirement Plan Account Management (HYBRID or REMOTE)

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 looking for a Team Lead, Platinum Retirement Plan Account Management (RPAM) to join our Group Retirement team. In this role you will lead and develop the Retirement Plan Account Management function, providing strategic direction, operating discipline, and people leadership across a team responsible for retaining and growing plan sponsor and advisor relationships within Group Retirement. This role leads through others, shapes a scalable service model, and partners across business, operations, compliance, distribution, and vendor organizations to improve client outcomes, strengthen controls, and drive operational performance. The Team Lead RPAM serves as a senior escalation leader, talent steward, and change agent, aligning functional priorities to broader business objectives and ensuring the organization is positioned for growth, consistency, and service excellence.

The RPAM function supports plan sponsors and advisors across a broad range of service, administrative, and relationship needs, including plan amendments, compliance testing, plan assignments, and plan terminations. The Team Lead ensures the organization demonstrates deep understanding of client objectives, plan provisions, service expectations, and regulatory requirements, while operating through a scalable model that balances client experience, business outcomes, and risk management.

What You’ll Be Doing

Responsibilities

• Set the strategic direction and operating framework for the Platinum RPAM function, aligning service delivery, talent priorities, and performance expectations to business goals, client needs, and risk requirements.

• Lead and coach a high-performing team of Platinum RPAMs, driving accountability, strengthening execution, and elevating performance to deliver strong client, retention, and operational outcomes.

• Own workforce and capacity planning for the function, including organizational design, resource allocation, hiring strategy, and readiness planning to support growth and retention objectives.

• Serve as the senior escalation point for complex client, advisor, plan sponsor, and internal partner issues; drive timely resolution, root-cause analysis, and sustainable corrective actions.

• Shape relationship management strategies for key and complex plans; guide the organization in delivering consultative, solutions-oriented service that strengthens retention and advisor confidence.

• Establish governance routines for service performance, escalations, risk trends, and operational priorities; provide clear reporting, insights, and recommendations to senior leadership.

• Lead cross-functional and enterprise initiatives that improve scalability, consistency, controls, and client experience across the retirement plan service model.

• Partner with business, operations, compliance, distribution, technology, and vendor leaders to influence service model enhancements, remove friction, and improve end-to-end outcomes.

• Ensure strong compliance with applicable IRS, DOL, FINRA, SEC, and state requirements; reinforce documentation standards, supervisory practices, and effective risk controls across the function.

• Own a prioritized improvement roadmap to increase efficiency, reduce risk, and improve client and stakeholder experience; define expected benefits and monitor adoption and results.

• Use data, trends, and stakeholder feedback to identify root causes, quantify impact, and inform decisions; implement sustainable improvements that reduce rework and strengthen execution.

• Champion standardization, simplification, and automation; scale best practices across teams and adjacent functions to build a resilient, repeatable operating model.

• Sponsor talent strategy across the function, including development planning, capability building, training readiness, and leadership growth aligned to future-state needs.

• Represent the function in executive forums, client and advisor meetings, and strategic discussions as needed, serving as a senior voice for service, talent, and operational excellence.

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.

The base salary range for this position is $105,000 - $120,000. 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