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Group Retirement Team Member Program Manager ( 250000HX )

**Primary Location** : UNITED STATES-NC-Charlotte

**Other Locations** : UNITED STATES-NY-New York, UNITED STATES-NY-Syracuse

**Organization** : Equitable

**Schedule** : Full-time

Description

At Equitable, our power is in our people. We're individuals from different cultures and backgrounds. Those differences make us stronger as a team and a force for good in our communities. Here, you'll 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?

The Program Manager Team Member plays a critical role in supporting the management of enterprise strategic initiatives for Group Retirement. This includes actively tracking the alignment of Objectives and Key Results (OKRs), overseeing special initiatives, managing vendor relationships, and facilitating process excellence across the organization.

We are seeking a dynamic and exceptional leader to join our Operational Excellence team as a motivated and detail-oriented Program/Project Manager. Experienced working in the retirement industry is a big plus. They excel in risk assessment, process innovation, and project management, demonstrating strong analytical and strategic thinking skills. This person is adaptable, embraces change, and communicates effectively with diverse teams to drive process improvements and cost-saving initiatives. A collaborative mindset, high ethical standards, and a passion for continuous learning and improvement are essential for success in this role. This position will be a blend of in office and remote work.

Key Job Responsibilities

+ **Project/Program Management:**

+ Plan, execute, and monitor projects to ensure timely delivery and alignment with business goals.

+ Develop dashboards and reporting tools to track project progress and performance metrics.

+ Collaborate with stakeholders to define project scope, goals, deliverables, and timelines.

+ Utilize project management skills to coordinate cross-functional teams and resources effectively.

+ Act as the main contact for project communications, facilitating meetings, sharing updates, and ensuring team and stakeholder alignment.

+ **Risk Assessment and Mitigation**

+ Identify potential risks and develop mitigation strategies to minimize project disruptions.

+ Conduct annual risk workshops and assessments to proactively identify potential threats and vulnerabilities.

+ Develop and implement contingency plans to address identified risks and ensure business continuity and cyber incident preparedness.

+ Monitor risk indicators and key performance indicators (KPIs) to evaluate organizational performance and vulnerabilities.

+ Conduct gap analyses with stakeholders to identify and address discrepancies between the current state and desired outcomes.

+ **Process Innovation and Optimization**

+ Develop and document new processes to enhance efficiency and scalability.

+ Maintain accurate and comprehensive documentation, including standard operating procedures (SOPs).

+ Conduct regular reviews and analyze workflows to identify inefficiencies, risks, and opportunities of improvement

+ Implement Lean principles to simplify operations, minimize waste, and reduce risks.

+ Responsible for managing and maintaining the GR Process Repository (ServiceNow)

+ **Perform other duties as assigned.**

The base salary range for this position is $90,000-$115,000. 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

+ Program/Project Manager with 3 years of experience, a background in the retirement industry desired.

+ Demonstrated expertise in risk assessment and mitigation strategies.

+ Proficient in process innovation, documentation, and recordkeeping.

+ Familiarity with gap analysis and agile or waterfall project management methodologies.

+ Readiness to “roll up the sleeves” and to go outside comfort zone to learn.

Preferred Qualifications

+ Bachelor’s degree

+ Proven experience in process improvement, vulnerabilities and risk mitigation, and relationship building.

+ Strong project management skills with a track record of successfully leading projects.

+ Excellent communication and interpersonal skills to liaise effectively with diverse teams.

+ Experience working with 401(k) recordkeeping vendors, specifically SS&C.

+ Strong analytical, strategic thinking and problem-solving skills

+ Strong self-direction and personal accountability.

+ Curiosity and learning agility in dynamic environments.

+ Ability to summarize and communicate key points with precision.

+ Proven ability to manage tasks end-to-end.

+ Experience building and documenting process and procedures

+ Proven experience with influencing change through leveraging agile, adaptive leadership models and change management

+ Ability to work with and influence all levels of stakeholders, from executive management to individual contributors, to drive timely decision-making

Skills

**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.

**Effective Communications:** Understanding 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.

**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.

**Results Orientation:** Knowledge of the importance of meeting or exceeding established targets; ability to drive critical activities to completion.

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] .

**Req ID:** 250000HX