Performance Lead – Office Chief Operating Officer

Performance Lead – Office of the Chief Operating Officer

We are looking for a Performance Lead to support the Chief of Staff and ensure effectiveness and efficiency of the COO’s Office s is a full‑time, mid‑senior level role.

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 invest in our people with growth opportunities, internal mobility, competitive compensation and benefits, and a culture of collaboration and teamwork.

Compensation & Benefits

The base salary for this position is $93,000 to $121,000. Eligible employees receive medical, dental, vision, a 401(k) plan, and paid time off. For a detailed description of benefits, please reference the Equitable Total Rewards Program.

Responsibilities

• Support preparation for all Board, Committee and senior leadership meetings, including research, summaries and drafting talking points.

• Analyze complex data to develop informed recommendations.

• Track and monitor projects across the COO organization, including managing work streams, follow‑up and action trackers.

• Manage deliverables and track OKRs to align with organizational goals.

• Handle day‑to‑day administrative tasks, including audits and ad hoc research.

• Play a key role in enhancing operational efficiency across the executive’s function.

Qualifications

• Strong project management skills.

• Excellent verbal and written communication skills.

• Self‑driven, with the ability to develop and implement solutions with limited guidance.

• High integrity, discretion and ability to manage confidential information.

• Comfortable navigating fast‑paced, dynamic environments.

• Proven ability to leverage Microsoft Office & Project, PowerPoint and Excel (including charts, graphs) to draft executive‑level presentations.

Desired Skills

Business Acumen:
Knowledge of business concepts, tools, and processes that are needed for making sound decisions in the context of the company’s business.

Business Data Analysis:
Ability to collect, identify, analyze and interpret business data using various techniques to meet business needs and requirements.

Communicating for Impact:
Ability to apply effective listening and communication techniques to influence others in various situations.

Cross‑functional

Collaboration:

Promote a culture of continuous improvement and collaboration across functions.

Effective Presentations:
Ability to present information to groups with appropriate formality.

Knowledge of Organization:
Understand the organization’s vision, structure, culture, philosophy, operating principles, values and code of ethics.

Managing Multiple Priorities:
Ability to manage multiple concurrent objectives, projects, groups or activities, making effective judgments regarding prioritization and time allocation.

Results Orientation:
Drive critical activities to completion and meet or exceed established targets.

Hiring Information

Primary location:
New York, NY. Other locations:
Charlotte, NC;
Syracuse, NY.

Employment type:

Full‑time. Seniority level:
Mid‑Senior level.

Equal Employment Opportunity

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. Equitable participates in the E‑Verify program.

If a 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‑2211 or email .

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