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Equitable

60 Equitable Project Management Jobs Hiring Near You

Equitable

OR · On-site

$70K - $80K/yr

Provide repapering support to assist new advisors in transferring their book of business to Equitable Advisors. Project Coordination & Management: * Coordinate and prioritize project tasks, managing ...

Equitable

Producer Assistant

Bala Cynwyd, PA · On-site

$35K - $45K/yr

Equitable Advisors in Bala Cynwyd, PA is seeking an Associate Financial Planner to support a ... Project Management: Knowledge of effective project management strategies and tactics; ability to ...

Equitable

Producer Assistant

Bala Cynwyd, PA · On-site

$35K - $45K/yr

Equitable Advisors in Bala Cynwyd, PA is seeking an Associate Financial Planner to support a ... Project Management: Knowledge of effective project management strategies and tactics; ability to ...

Equitable

Operations Manager, Dallas TX

Dallas, TX · On-site

$72K - $108K/yr

Equitable is seeking a dynamic, high-energy individual to join us as the Operations Manager to ... management practices; ability to manage multiple concurrent objectives, projects, groups, or ...

Equitable

Operations Manager, Dallas TX

Dallas, TX · On-site

$72K - $108K/yr

Equitable is seeking a dynamic, high-energy individual to join us as the Operations Manager to ... management practices; ability to manage multiple concurrent objectives, projects, groups, or ...

New

Equitable

Operations Manager, Dallas TX

Dallas, TX

$72K - $108K/yr

Equitable is seeking a dynamic, high-energy individual to join us as the Operations Manager to ... management practices; ability to manage multiple concurrent objectives, projects, groups, or ...

Equitable

Operations Manager, Dallas TX

Dallas, TX · On-site

$72K - $108K/yr

Equitable is seeking a dynamic, high-energy individual to join us as the Operations Manager to ... management practices; ability to manage multiple concurrent objectives, projects, groups, or ...

Equitable

Branch Operations Manager

Overland Park, KS

$60K - $70K/yr

... management practices; ability to manage multiple concurrent objectives, projects, groups, or ... ABOUT EQUITABLE At Equitable, we're a team committed to helping our clients secure their financial ...

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Equitable Jobs Information

What is it like to work at Equitable?

Equitable is a company that values collaboration and innovation, fostering a culture of teamwork and mutual support among its employees. The company's structure is designed to promote a dynamic work environment, with various teams working together to achieve its mission of helping people and businesses prosper. Working at Equitable may appeal to candidates who are passionate about making a positive impact and are looking for a challenging and rewarding career in the financial services industry.

Does Equitable pay people when they’re sick?

Yes. Most people get paid when they’re sick.
100% of people say they would get paid if they were sick but scheduled to work.
Based on data from 20 people who took the Breakroom Quiz between January 2025 and March 2026.

How easy is it to get time off at Equitable?

Most people find it easy to get time off.
95% of people report it’s easy to get time off.
Based on data from 19 people who took the Breakroom Quiz between January 2025 and February 2026.

How easy is it to take sick days at Equitable?

Most people find it easy to take sick days.
90% of people report that it’s easy to take time off if they are sick.
Based on data from 21 people who took the Breakroom Quiz between January 2025 and March 2026.

Do people at Equitable feel treated with respect by their managers?

Most people feel treated with respect by their managers.
85% of people say they’re treated with respect by their managers.
Based on data from 20 people who took the Breakroom Quiz between January 2025 and March 2026.

Do people at Equitable get to take their breaks without interruption?

Most people get breaks without interruption.
94% of people report that they get to take their breaks without interruption.
Based on data from 16 people who took the Breakroom Quiz between January 2025 and March 2026.

Is it stressful to work at Equitable?

Some people feel stressed out here.
58% of people say they often feel stressed out at work.
Based on data from 19 people who took the Breakroom Quiz between January 2025 and March 2026.

Do people at Equitable enjoy their jobs?

Most people enjoy their job.
67% of people report they enjoy their job.
Based on data from 18 people who took the Breakroom Quiz between January 2025 and March 2026.

Do people at Equitable recommend working with their team?

Only some people recommend working with their team.
43% of people report that they wouldn’t recommend working with their immediate team to a friend.
Based on data from 21 people who took the Breakroom Quiz between January 2025 and March 2026.

Do people get enough training when they start at Equitable?

Some people didn’t get enough training when they started.
37% of people report they didn’t get enough training when they started working here.
Based on data from 19 people who took the Breakroom Quiz between January 2025 and March 2026.

Do people get support to advance at Equitable?

Most people are given support to advance their career here.
In the last year, 71% of people report being given support to advance their career here.
Based on data from 17 people who took the Breakroom Quiz between January 2025 and March 2026.

Do people think Equitable’s headquarters understands what’s happening where they work?

Some people think headquarters doesn’t understand what’s happening where they work.
67% of people think that this employer’s headquarters or owners don’t have a good understanding of what’s really happening where they work.
Based on data from 18 people who took the Breakroom Quiz between January 2025 and March 2026.

Do workers feel well informed about how Equitable is doing?

Most people feel well informed about how the company is doing.
83% of people feel that they are kept well informed about how the company is doing as a whole.
Based on data from 18 people who took the Breakroom Quiz between January 2025 and March 2026.
What are the most popular job types at Equitable?
    What are the most popular jobs at Equitable?
    What are the most popular categories at Equitable?
    Infographic showing various Project Management job openings at Equitable in the United States as of May 2026, with employment types broken down into 93% Full Time, 5% Part Time, and 2% Contract. Highlights an 54% Physical, 6% Hybrid, and 40% Remote job distribution.
    Transition Manager - Experienced Hire Integration Team (HYBRID OR REMOTE)

    Transition Manager - Experienced Hire Integration Team (HYBRID OR REMOTE)

    Equitable

    Remote

    $70K - $80K/yr

    Full-time

    Medical, Dental, Vision, Retirement, PTO

    Posted 10 days ago

    Equitable rating

    8.2

    Company rating: 8.2 out of 10

    Based on 21 frontline employees who took The Breakroom Quiz

    Job description

    Job Number: 10078
    Job Number: 2600008G
    External Description: 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.
    The Transition Manager plays a critical role in supporting the successful transition of a financial advisor into Equitable Advisors, which includes collaborating closely with the Business Transfer team and other stakeholders. This position requires strong communication skills, attention to detail, and the ability to manage multiple projects simultaneously while maintaining positive relationships with clients and advisors.
    What You'll Be Doing
    Advisor Support & Transition Strategy:
    • Serve as the subject matter expert and primary point of contact for advisors during their transition
    • Build a trusting partnership with advisors, developing tailored strategies to transition their book of business based on individual goals
    • Provide repapering support to assist new advisors in transferring their book of business to Equitable Advisors.

    Project Coordination & Management:
    • Coordinate and prioritize project tasks, managing timelines, and communicating progress to managers and experienced advisors.
    • Maintain and oversee onboarding project plan trackers, ensuring accurate and timely updates.
    • Manage the end-to-end transition process for experienced advisor transitions, including product mapping, asset transition planning, and account transfers.

    Training & Support:
    • Train and support local branch staff to serve as effective on-site transition partners.
    • Provide training to experienced advisors and their teams on Clientworks and initiate account pre-population processes.
    • Offer in-person support during the initial phase of the advisor's transition, including travel as needed.

    Account Management & Reporting:
    • Partner with the Business Transfer team to map advisors' books of business and ensure accurate client data collection.
    • Maintain accurate reporting of accounts and assets transferred versus anticipated transfers.
    • Set transition timeline expectations and manage timelines accordingly.

    This position offers a flexible work schedule: it may be fully remote/hybrid. If you are located near one of our offices (e.g., Charlotte, NC; New York, NY; Syracuse, NY), a hybrid schedule with 2-3 days on-site per week is expected to foster collaboration and connection.
    The base salary range for this position is $70,000 - $80,000. 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
    What You Will Bring
    • 5 years of relevant industry experience.
    • Strong project management and organizational skills.
    • Excellent time management and ability to handle multiple projects simultaneously.
    • Exceptional interpersonal and communication skills to build trust and maintain positive relationships.
    • Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, MS Project).
    • Self-motivated with the ability to work independently.
    • Detail-oriented and proactive in addressing advisor needs.
    • Willingness to travel for in-person support during advisor transitions.

    Skills
    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.
    Knowledge of Organization: Knowledge of the organization's vision, structure, culture, philosophy, operating principles, values, and code of ethics; ability to understand the value of aligning capabilities with business goals to support optimal performance.
    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.
    Project Administration: Knowledge of project administration best practices and ability to use organizational strategies, practices and tools for administering projects.
    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.
    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 .
    Community / Marketing Title: Transition Manager - Experienced Hire Integration Team (HYBRID OR REMOTE)
    Location_formattedLocationLong:

    What Equitable employees say

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    About Equitable

    Sourced by ZipRecruiter

    At Equitable, we're a team of over ten thousand strong; 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.

    Industry

    Finance and insurance

    Company size

    5,001 - 10,000 Employees

    Headquarters location

    New York, NY, US

    Year founded

    1859

    View All Equitable Jobs

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