Remote Knowledge Management Jobs in New Rochelle, NY

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 Advisors' Wealth Management team is seeking an experienced senior product leader to drive high-impact work that shapes how we serve clients and financial professionals nationwide. The Digital Product Management Director position will own the strategy, roadmap, and delivery of digital experiences that power financial planning, client engagement and overall satisfaction across our digital ecosystem-spanning mobile, web, and client-facing platforms.

As the leader of this team, you will partner hands-on to design and optimize advisor and client solutions, translate market trends and user insights into actionable priorities, and support strategic initiatives that drive decision-making across our Wealth Management business. You will be responsible for defining requirements, prioritizing the backlog, and delivering intuitive, end-to-end experiences that increase engagement and adoption.

You will work cross-functionally with design, engineering, data, and business stakeholders to deliver measurable outcomes, build executive-ready deliverables, and lead advisor-facing conversations that reinforce core practice management fundamentals. If you are curious, data-driven, and energized by the intersection of strategy, technology, and financial planning within a modern, client-focused organization, this role offers the scope and impact you're looking for.

This position offers a remote or hybrid work schedule, with 1-2 days in office combining flexibility with team collaboration.

What You'll Be Doing

• Lead the design and delivery of client-facing digital experiences-including mobile applications and web platforms-that bring financial planning and wellness to life, ensuring intuitive, high-quality client journeys across the full advisor and client lifecycle.

• Own the end-to-end client experience, translating client needs, expectations, and business strategy into scalable, mobile-first solutions that deliver on client promises and support financial planning, financial health, and long-term well-being.

• Drive AI and data integration across the platform, embedding intelligent, personalized capabilities and connected data flows that anticipate client needs, elevate engagement, and enable advisors to deliver proactive, tailored advice.

• Leverage metrics, analytics, and client insights to drive outcomes, defining and tracking KPIs (engagement, adoption, satisfaction, retention) to measure experience quality, validate that client expectations are met, and continuously optimize the roadmap.

• Apply deep industry knowledge and competitive intelligence, benchmarking against leading wealth management and fintech peers to inform product strategy, partner selection, and roadmap prioritization, ensuring our client experience reflects best-in-class standards.

• Manage in-house teams and third-party suppliers, overseeing mobile and platform integrations, feature delivery, and operational execution to ensure solutions are reliable, compliant, and aligned with enterprise standards and client commitments.

The total targeted compensation range for this position is $281,000 - $321,000. Total compensation and 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

What You'll Bring

Required Qualifications

• 10 years of Product management experience marked by progressively increasing responsibilities and continuous career advancement.

• Proven success in team leadership and people management.

• Product Management experience within the financial services, investment or wealth management industries.

• Strong financial literacy and planning competency, with the ability to synthesize information, identify opportunities for improvement, and translate insights into actionable recommendations.

• Demonstrated expertise in technology, digital platforms, and emerging AIenabled tools, particularly how they can enhance productivity, advisor effectiveness, and client experiences.

• Prior direct experience partnering with Cyber, Fraud, Privacy, Marketing and Sales to deliver high traffic solutions across public and authenticated domains.

• Excellent communication and collaboration skills, with the ability to work effectively across crossfunctional teams.

• An organized, detailoriented mindset, capable of managing multiple workstreams, supporting execution against deadlines, and contributing to readiness initiatives.

• Curiosity and a learningoriented approach, with a willingness to ask questions, challenge assumptions, and continuously improve workflows, processes, and standard operating procedures.

Preferred Qualifications

• CFP, advanced planning designations, or sales experience, a plus.

• Key understanding of Client and Advisor Journeys across lifecycle and memorable moments.

• Analytical and critical thinking skills, with the ability to evaluate data, processes, and tools to identify insights, risks, and opportunities for improvement.

• Strong written and verbal communication skills, enabling clear documentation of findings and effective collaboration with functional stakeholders.

• Technical and digital fluency, including comfort with core productivity tools and the ability to quickly learn new systems, platforms, and AIenabled technologies.

• Program coordination and execution skills, with the ability to prioritize tasks, manage details, and support multiple initiatives in a fastpaced, teamoriented environment.

Skills

Coaching Others: Knowledge of coaching and mentoring concepts and methods; ability to encourage, motivate, and guide individuals in learning and improving effectiveness.  Knowledge of available internal and external learning resources and ability to address learning, training, and career development needs of individuals, teams or organization.

Continuous Learning: Understanding of the rationale behind the necessity to continually learn and grow and the ability to seek performance feedback and identify approaches to improve own performance and that of others.

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.

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.

Design Thinking: Knowledge of concepts, principles, and processes of design thinking; ability to utilize the knowledge in designing new products and services and even improving organizational operation.

Industry Knowledge: Knowledge of the organization's industry group, trends, directions, major issues, regulatory considerations, and trendsetters; ability to apply industry knowledge appropriately to diverse situations.

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.  Click Careers at Equitable to learn more.
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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.