"Alerted.org

Chief of Staff, Business Development ( 250000AB )

**Primary Location** : UNITED STATES-NY-New York

**Other Locations** : UNITED STATES-NC-Charlotte

**Organization** : Equitable

**Schedule** : Full-time

Description

At Equitable, 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.

About Business Development

The mission of the Business Development group is to drive evolution and results through superior market execution across 4 focus areas: EXP Recruiting, Practice Acquisitions and Succession, Organic Value Proposition, and M&A.

The Business Development group is a highly important strategic business within the Wealth Management segment of Equitable Holdings. In addition to value proposition development, it represents the in-organic growth engine for net flows, advisor productivity and margin expansion.

Position Summary

The Chief of Staff to the Head of Business Development is a key member of the team and serves as a central point of organization for the business, to ensure its efficiency and effectiveness in developing and driving the strategic business agenda for the organization.

This highly visible role will lead and drive key strategic initiatives that will increase organizational capability and efficiency, including: change initiatives, employee engagement, communications, project management, new business ventures and logistical operations.

In addition, the role is also responsible for ensuring that the Head of Business Development is fully briefed and prepared for all day-to-day professional interactions and activities, which include but not limited to research, presentation creation, executive briefings, financial reporting, monthly business reviews, Board of Director, enterprise meetings, etc. This individual will also partner with other business areas on projects and initiatives.

The ideal candidate is comfortable in a high performance, fast paced, high-pressure environment. Absolute confidentiality is required. Well-developed analytical skills and superb written and verbal communication skills are a must.

Key Job Responsibilities

Success in the position is highly dependent on the individual’s mastery across 4 key competency dimensions:

1. Strategic

2. Operating

3. Interpersonal

4. Technical

+ Participate in and assist with the strategic and tactical business planning & implementation requiring close communication and interaction with senior leaders to ensure stated goals and objectives are executed.

+ Project management and initiative execution on all phases of assigned initiatives, working with appropriate business areas as necessary.

+ Communication strategy and plan creation and execution (including coordination with employee engagement committees and initiatives, as well as Diversity and Inclusion goals).

+ Act as a point of contact between senior management, employees and other stakeholders.

+ Support the coordination and preparation for all meetings/events chaired and/or attended by the Head of Business Development.

+ Create written and graphical presentations of business results for internal and external audiences.

+ Assist in planning and preparing for: quarterly and monthly business area operating reviews with senior executive team, enterprise activities and other outside conferences.

+ Review business financials & sales and industry reports on a periodic basis, prepare reports, trend analysis and executive summaries.

+ Involvement in annual budget preparation and annual investment plan and updates

The base salary range for this position is $110,000 - $130,000. 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 (https://portal.equitable.com/appentry/EDoxRedirect?node\_id=A2023013000001)

Qualifications

Required Qualifications

+ Bachelor’s degree or equivalent professional work experience

+ 4 years of complex project management experience or prior chief of staff experience

+ Deliver results in a fast-paced environment, which often requires the ability to manage multiple projects and priorities

+ Resourceful, proactive and have a comfort level with working in an often-ambiguous environment, anticipating needs and staying out ahead of them

+ Exceptional integrity and ability to maintain strict confidentiality

Preferred Qualifications

+ Self-starter with strong-problem solving skills.

+ Being able to plan and organize with and through people is critical to success.

+ Extremely organized with unfailing attention to detail.

+ Ability to facilitate meetings and communicate results to project team and management; present to customers and project sponsors and play a supporting role in presentation to higher levels of management.

+ Ability to formulate clear and concise executive “messages” to internal and external audiences from complex topics.

+ Demonstrated ability in financial/quantitative data analysis.

Skills

**Communicating Complex Concepts:** Knowledge of effective presentation tools and techniques to ensure clear understanding; ability to use summarization and simplification techniques to explain complex technical concepts in simple, clear language appropriate to the audience.

**Cross-functional Collaboration:** Knowledge of collaborative techniques and approaches; ability to promote a culture of continuous improvement and working together across functions to solve business problems and meet business goals.

**Effective Communications:** Understanding of effective communication concepts, tools and techniques; ability to effectively transmit, receive, and accurately interpret ideas, information, and needs through the application of appropriate communication behaviors.

**Managing Multiple Priorities:** Knowledge of effective self-management practices; ability to manage multiple concurrent objectives, projects, groups, or activities, making effective judgments as to prioritizing and time allocation.

**Organizational Change Management:** Knowledge of key roles, activities and major issues affecting change management; ability to align the organization's people and culture with changes in business strategy, organizational structure, technology and business processes.

**Project Management:** Knowledge of effective project management strategies and tactics; ability to plan, organize, monitor, and control projects, ensuring efficient utilization of technical and administrative resources to achieve project objectives.

ABOUT EQUITABLE

At Equitable, we’re 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 (212) 314-2211 or email us at [email protected] .

\#LI-Hybrid

**Req ID:** 250000AB