Director of Strategy, Wealth Management

Required Qualifications

Bachelors degree in Business Management Finance or a related field

Prior industry experience in financial services insurance or a top-tier strategy consulting firm

Advanced proficiency in Excel and spreadsheet modeling

Experience leading change through agile adaptive leadership and change management practices

Demonstrated financial acumen with the ability to craft compelling narratives through data

Strategic thinker with a deep understanding of the competitive landscape and ability to identify key opportunities for Wealth Management growth

Preferred Qualifications

MBA degree desired

Exceptional communication skillsverbal written and presentationwith the ability to distill complex topics into clear executive summaries

Strong grasp of business models and value creation levers

Demonstrated structured problem-solving capabilities

Proven ability to collaborate across cross-functional teams and drive strategic outcomes

Conceptual and forward-thinking mindset with the ability to manage multiple initiatives simultaneously

Ability to influence and engage senior stakeholders effectively

Skills

Data Gathering and Analysis : Knowledge of data gathering and analysis tools techniques and processes; ability to utilize data analysis tools to identify factors influencing business performance and to gain greater insight into trends within a business industry and customer base.

Decision Making and Critical Thinking : Knowledge of the decision-making process and associated tools and techniques; ability to accurately analyze situations and reach productive decisions based on informed judgment.

Financial Analysis : Knowledge of tools and approaches of financial analysis; ability to read interpret and draw accurate conclusions from financial and numerical material.

Influencing : Knowledge of effective influencing tactics and strategies; ability to impact decisions within and outside own organization.

Market Research : Knowledge of market research; ability to collect collate and analyze information about existing or potential markets and market needs.

Planning : Tactical Strategic : Knowledge of effective planning techniques and ability to contribute to operational (short term) tactical (1-2 years) and strategic (3-5 years) planning in support of the overall business plan.

Storytelling : Knowledge of concepts and ability to plan create and present business proposals initiatives and ideas by storytelling actual business scenarios that are situation-specific engaging memorable and persuasive as compared to one-way fact-based presentations.

ABOUT EQUITABLE

At Equitable were a team 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.

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 or email us at .

#LI-Hybrid

At Equitable our power is in our people. Were individuals from different cultures and backgrounds. Those differences make us stronger as a team and a force for good in our communities. Here youll work with dynamic individuals build your skills and unleash new ways of working and thinking. Are you ready to join an organization that will help unlock your potential

Equitable is seeking a dynamic Director of Strategy to join our Wealth Management this pivotal role you will partner with senior leadership to shape and drive the next phase of business growth. Youll be responsible for defining strategic priorities developing actionable business plans aligning cross-functional stakeholders and monitoring industry trends and competitive movements to ensure we remain ahead of the curve. This position offers a hybrid work model (remote and in-office) and can be based in either our Charlotte NC or New York NY office.

Key Job Responsibilities

Strategic Leadership & Planning

Define growth strategies and frameworks that create clarity and drive action.

Lead the annual strategic planning process including tier 1 / tier 2 planning and coordination with Finance and key stakeholders.

Support strategic planning and budgeting processes in close partnership with Finance.

Value Proposition & Business Development

Continuously enhance the Wealth Management value proposition for both advisors and clients.

Support M&A discussions and evaluate strategic opportunities.

Cross-Functional Collaboration

Act as a key liaison to broader Equitable Holdings (EQH) partners including Finance Operations and other business units.

Prepare strategic documents and presentations for senior audiences including the Board senior management and investor relations.

Market Intelligence & Industry Insights

Maintain a medium-to-long term outlook on industry trends and competitive actions.

Conduct market research and gather insights to inform business decisions.

Deeply understand the Wealth Management industry and its key players.

The base salary range for this position is $120000 - $180000. Actual base salaries vary based on skills experience and geographical 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

Required Experience :

Director

Key Skills

Business Development,Marketing,Pricing,Analysis Skills,Research Experience,Project Management,Research & Development,Strategic Planning,Financial Modeling,Leadership Experience,Management Consulting,Analytics

Employment Type : Full-Time

Experience : years

Vacancy : 1

Monthly Salary Salary : 120000 - 180000