Life Accumulation Solutions Team Lead

Description

At Equitable, our power is in our people. Our mission is to help our clients secure their financial well-being so they can pursue long and fulfilling lives.

As an employer, Equitable is committed to creating an environment where our people feel comfortable bringing their true selves to work every day. We have been recognized and certified as a great place to work by the Great Place to Work Institute. We provide our employees with opportunities to move within our organization so they can grow their career and skills without ever having to leave Equitable.

Our aim is to become America’s first fully Agile financial services company. By adopting new ways of working, we will further enhance the value we create for our clients and employees. We are creating an environment where cross-functional, multidisciplinary teams work independently under a clear set of strategic guidelines, applying Agile working methods to implement their missions. And in so doing, they promote a culture where team members are actively engaged and learning every day.

The Team Lead will drive the growth strategy for Equitable’s Life business, by developing and leading a high-performance squad that will continuously innovate Life insurance new business product based solutions with a primary objective of "Accumulation", such as Equitable’s VUL Optimizer, COIL Institutional Series and the investment options available within the offerings. The focus will be on solutions that can increase sales of traditional Life Financial Professionals, as well as ideate solutions that work in new markets for financial professionals that typically focus on any and all wealth accumulation products (not just Life Insurance). Core activities include assessing Life and other financial markets to determine opportunities to not only maintain competitive position but to develop new solutions. Determine pricing and implementation feasibility with solutions that balance policy owner and shareholder value. Develop business cases, obtain approval, and build pipeline of innovative solutions.

The Team Lead will be a critical part of New Ways Of Working (NWOW) at Equitable, working closely with the Tribe Lead and the Life Protection Solutions squad using an Agile methodology / NWOW principles. He or she will co-create the Team vision and goals with the Team , and will proactively guide the Team towards these goals under a test-and-learn culture that entails MVP delivery, innovation, frequent engagement with customers and stakeholders, and continuous iteration.

Key Job Responsibilities:

• Develop and lead a high-performance team
• Foster an environment to cultivate innovative ideas through NWOW methodologies
• Co-create and review quarterly OKRs both committed and moonshot with the team that align to strategy

The base salary range for this position is $105,000 to $156,000. 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.

Equitable Pay and Benefits: Equitable Total Rewards Program

Qualifications

Key skills

• Expert in team building with continuous learning
• Results oriented
• Effective communication
• High level of business acumen
• Knowledge of Life Distribution, Products, and overall “Accumulations” solutions offered in the financial services market

Agile experience

• Experience in managing the backlog, prioritizing value based on understanding the customers, tracking value
• Deep experience leading with teams in an agile setting
• Experience in facilitating agile ceremonies, managing a backlog/release plan, tracking team level metrics, removing blockers (burndown chart, release burn up, etc.)

Mindset and behaviors

• Passion to challenge the status quo and find new solutions and drive out of the box ideas – loves and embraces change
• Belief in a non-hierarchical culture of collaboration, transparency, safety, and trust
• Readiness to “roll up the sleeves” and to go outside comfort zone to learn, ability to push teams to do the same
• Readiness to empower others to fail, learn, and grow
• Experimental mindset to drive innovation

Skills

• Success working in an Agile environment
• 5+ years of hands-on work experience in the financial or insurance industry
• Experience with the strategic designing of insurance-based solutions for clients and financial professionals
• Knowledge of investment portfolios, commonly referred to as “funds” or subaccounts typically available on Variable Universal Life insurance and other financial services products.
• Is a collaborative problem solver with ability to gather, analyze and synthesize a significant amount of information, and turn it into a compelling product vision
• Self-starting with ability to manage multiple competing priorities in a demanding environment
• Solid verbal, written communication, and presentation skills to all levels of the organization
• Ability to facilitate learning and development through individual and team coaching
• Ability to drive the adaption of NWOW / Agile practices and conduct Ceremonies: daily huddle, sprint planning, retrospectives, sprint demo

ABOUT EQUITABLE

At Equitable, we’re a team of over ten thousand strong; 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.

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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.