Manager, Premier Financial Professionals

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 a dynamic Manager, Financial Professional to join our Premier Team. This is a high-impact leadership opportunity for a results- driven professional who is passionate about ensuring operational excellence, strong client satisfaction, and consistent achievement of business goals. This position offers a flexible work schedule.

Responsibilities include the development of Financial Professionals; management of their activities and work schedules; and monitoring and meeting or exceeding individual and group performance targets (call volume, queue time, client planning meetings, and sales). Additional responsibilities include meeting customer SLAs, delivering superior client satisfaction, on- site supervision, and resolving or escalating issues.

What You’ll Be Doing

· Monitor and meet key performance measures

· Accountable for overall team performance

· Develop and execute action plans to address deficiencies

· Collaborate with cross-functional teams and mobilize resources to meet client needs

· Assist management in identifying emerging client needs and industry trends, and contribute to strategies and tactics to address them

· Manage day-to-day functions and performance of the Premier Team (staffing models, call queues, open issues, and quality)

· Drive training attendance and implementation

· Recruit experienced Financial Professionals and administer rapid upskilling programs for new hires to help them quickly meet targets and succeed in their roles

· Measure and report performance metrics (call quality, Financial Professional performance, unit performance, and customer/advisor satisfaction)

· Develop senior Financial Professionals into team mentors and promote joint work

· Function as a senior Financial Professional when needed

· Coach and mentor Financial Professionals, ensuring ongoing support and development

· Create development plans, manage performance expectations, and handle disciplinary actions when needed

· Escalate compliance concerns through appropriate channels

This position may be fully remote/hybrid. If you are located near one of our offices (e.g., (e.g., Salt Lake City, UT; Syracuse, NY), a hybrid schedule with 2–3 days on-site per week is expected to foster collaboration and connection. Our remote work schedule that allows you to stay fully engaged with your team to provide outstanding, customer‑focused service during our core business hours. Periodic office visits may be requested based on business needs.

The base salary for this position is $70,000. This role is eligible for variable compensation.

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