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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 is seeking a results-driven Equitable Investment Management Sales Desk National Manager to join our Charlotte, NC team. In this role, you'll lead and develop a team of Internal Wholesalers who support Equitable Advisors, third-party advisors, consultants, and field wholesalers in driving sales of 1290 Funds retail mutual funds.

You'll oversee daily operations, elevate team performance, and foster a proactive sales approach-including outreach to plan-level prospects-to uncover new opportunities and grow the business.

In this role, you'll take ownership of all sales activities-overseeing call quality, monitoring performance metrics, and refining sales presentations to ensure consistent growth and effectiveness. More than supervision, you'll serve as a coach and mentor, providing ongoing feedback and hands-on development to help the team reach their full potential.

You'll play a key role in shaping talent by designing and delivering engaging training programs focused on product expertise, competitive positioning, portfolio insights, presentation skills, and territory management. Your ability to translate complex investment concepts into compelling, client-focused conversations will be critical to success.

As a trusted partner, you'll collaborate with Financial Professionals, external wholesalers, and key internal stakeholders-bringing your knowledge of investment strategies, the mutual fund landscape, and advisory platforms to every interaction.

If you're passionate about developing people, driving results, and making an impact in a fast-paced, growth-oriented environment, this is your opportunity to lead from the front.

What You'll Be Doing

• Lead team of 4 licensed Internal Wholesalers

• Manage all internal wholesaler daily activity and interaction with Equitable Advisors, outside brokers, wholesalers & potential prospects

• Develop, implement and maintain regular coaching and training activities for internal wholesalers

• As supervising Principal, monitor activities and licensing requirements to ensure team is compliant

• Actively participate in coordinating offers and presentations to high profile or high asset prospects

• Develop and maintain metrics for activity tracking and campaigns, such as inbound/outbound calls, quality advisor engagement and pipeline follow-up - to ensure consistent, regular and meaningful contact is maintained with Financial Professionals and 3rd Party Advisors

• Coordinate useful feedback from field on market trends, competitive landscape & present to appropriate business area leadership on regular basis.

• Manage tight control of prospect pipeline, ensuring current statuses are regularly updated and proper resources are applied for elite advisor prospects.

• Initiate and provide individual feedback, career development, performance evaluation, motivation and discipline

• Report to Senior Leadership on team's performance and provide insight and solutions to business needs.

• Partner with other business teams to help drive sales initiatives, firm strategies and goals.

This position offers a hybrid work schedule, with an on-site presence of 2-3 days per week combining flexibility with team collaboration.
 

The base salary for this position is $90,000. This role is eligible for variable compensation. 

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 Will Bring

Required Qualifications:

• Bachelor's degree

• 4 years hands on experience with investment products and platforms.

• FINRA Series 6 or Series 7 registration active upon hire
• FINRA Series 63, 24 or 26 registrations active, or ability to obtain within 120 days of hire

• Internal or external sales related experience.

• Working knowledge of retail investment advice market, investment product and services.

• Proven track record of motivating, coaching, relationship management, customer service and sales.

• Ability to perform well in an agile environment, pivoting & effectively driving shifts in strategy to dominate new challenges or changes in competitive environment or market.

• Salesforce or similar CRM experience.

• Working proficiency of Microsoft Office programs (Word, Excel, Outlook, etc.).

• Skilled at building relationships vertically and horizontally within the organization, as well as with brokers/advisors selling in this market.

• Ability to understand pricing structures of advisory programs and fund costs, and be able to communicate in clear and concise manner.

• Solid verbal and written communication skills.

Preferred Qualifications:

• People Management experience.
   

Skills

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.

Lead Generation: Knowledge of principles, approaches and tools used in generating leads; ability to develop, deploy and implement lead generation program.

Listening: Knowledge of effective listening issues and techniques; ability to gather, clarify, and apply information transmitted verbally, while exhibiting a genuine interest toward the speaker.

Negotiating: Knowledge of successful negotiation concepts and techniques; ability to negotiate successfully across the organization and with external vendors and clients in a constructive and collaborative manner.

Selling: Knowledge of diverse sales tools, tactics and techniques and ability to use these to persuade a person to buy a product or service.

Strategic Sales Planning: Knowledge of sales principles, processes, techniques and tools; ability to develop sales plans that are future-oriented, support business strategy and reflect understanding of emerging, as well as existing, opportunities and markets.

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.