Team Member, IDO Operation & Strategy; HYBRID

About the Role

At Equitable, we help clients secure their financial well‑being so they can pursue long and fulfilling lives—our mission, honed since 1859.

We are America’s first fully Agile financial services company. We are creating an environment where cross‑functional, multidisciplinary teams work independently under a clear set of strategic guidelines, applying Agile working methods to implement their missions. In doing so, we promote a culture where team members are actively engaged and learning every day.

The mission of the Innovation and Design Office is to increase the metabolism of the enterprise by fundamentally changing the way we think, work and lead as an organization. This includes guiding and executing on Equitable’s end‑to‑end approach to learning, development, talent strategy, innovation strategy and process improvement.

Equitable is looking for a dynamic team member to join the IDO Operations & Strategy team, one of several teams within IDO. You will ensure the proliferation of New Ways of Working throughout the enterprise through IDO efficiency and effectiveness across people, teams and tools. You will also partner with senior stakeholders to problem‑solve, design and develop measurable and impactful solutions.

To succeed in this role, you will need to work independently while collaborating with others, thrive in an ambiguous environment, and have a relentless focus on outcomes. You will be a builder with low‑ego, energized by the challenges of creating new things.

In this role, you will work in the office 2‑3 days per week and remote 2‑3 days per week. Current employees who are fully remote will be allowed to maintain their remote work arrangement if selected for the role.

A strategic thinker who:

• Is a first‑class problem‑solver and excels in future‑proofing employees
• Drills down to root causes to clearly identify and articulate core problems, not symptoms
• Is able to explore new domains and grasp complex concepts quickly
• Leverages outside research and industry trends to provide thought leadership
• Combines strong logical thinking with the ability to formulate creative solutions

An outcome‑driven team member who:

• Takes ownership of work streams and relentlessly focuses on driving results
• Is a “do‑er” – can build & structure unique curricula aligned to employee segments and NWOW
• Perseveres in the face of challenges and thrives on uncertainty and ambiguity
• Shows good judgment about when to get input or ask for help
• Is low‑ego and willing to do whatever it takes to help the team succeed, however small

A strong listener, communicator, and facilitator who:

• Actively listens to stakeholders’ needs and can take the perspective of counterparts
• Synthesizes complex ideas into simple language and actionable next steps
• Brings people together to build consensus and co‑create solutions
• Exhibits strong ability (and preference) to influence without authority
• Demonstrates powerful oral and written communication skills (e.g., can lead executive‑level presentations)

• Program management of transversal NWOW initiatives, e.g., Edge
• Lead various confidential consulting‑style engagements on IDO strategy
• IDO culture, engagement, wellness and performance
• NWOW tool and vendor management
• Create programs and facilitate workshops (e.g., Q , Process Workshop)
• Serve as a thought partner on strategy and organizational design matters with business and functional area leaders

We are looking for a future leader who has strong analytical skills, understands the financial services space—specifically the Retirement and Asset Management industries—is comfortable interacting with executives and is excited to work through Agile principles & practices.

Candidates must be comfortable working in a high‑profile, dynamic environment and must be willing to support various projects, often simultaneously.

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

Base salary range: $60,000 – $72,000. Actual base salaries vary based on skills, experience and geographical location. In addition to base pay, Equitable…