Wealth Management Business Unit CFO; HYBRID

Wealth Management Business Unit CFO (HYBRID)

Job Code: 260000AX. Primary

Location:

United States, NY, New York. Organization:
Equitable.

Schedule:

Full-time.

Equitable is looking for a Wealth Management Business Unit CFO to serve as a strategic finance leader and trusted advisor, partnering closely with business leaders to drive informed, high-impact decision-making. The role reports directly to the Business Unit CFO and leads financial strategy and delivers analytical insights across Equitable’s Wealth Management, Marketing, and Investment Management businesses.

• Provide financial guidance to ensure continued discipline for growth and profitability and support aligned business lines.
• Liaise between business lines and finance – acting as the face of finance.
• Identify, assess, and evaluate new business opportunities, including new market and product/service ideas, and support analysis and comparison of alternative opportunities for entering new markets and adopting new technologies.
• Support the Head of M&A in evaluating acquisition opportunities to drive growth and stay abreast of industry trends and inorganic growth opportunities.
• Develop a strategic plan to ensure continued and successful growth and profitability, coordinating input from multiple stakeholders to integrate individual business unit plans with the corporate plan.
• Lead a team responsible for financial analysis, monthly business review reporting, quarterly reporting, P-L management, sales projections, and expense budgeting.
• Provide presentations to senior/executive management with insight and recommendations on complex financial topics, including quarterly earnings.
• Provide innovative solutions and approaches to current practices and stay informed with industry best practices and customer needs to drive impact across areas.
• Support hybrid work schedule with an on-site presence of three days per week.

Total targeted compensation range: $254,000 - $440,000. Total compensation varies based on skills, experience, geographical location and other factors. Equitable provides base salary increases, spot bonuses, and short-term incentive compensation opportunities. Eligibility for these programs depends on level and functional area of responsibility.

Benefits include medical, dental, vision, a 401(k) plan, and paid time off.

• 7+ years of experience within the financial services industry, preferably within wealth management.
• Ability to think creatively, drive strategy, and determine how to achieve goals.
• Passion to challenge the status quo and find new solutions.
• Belief in a non-hierarchical culture of collaboration, transparency, safety, and trust.
• Willingness to roll up sleeves and explore outside comfort zone to learn, encouraging teams to do the same.
• Effective quantitative and analytical skills with ability to balance multiple tasks simultaneously.
• Comfort with making executive-level, tactical, and strategic expense recommendations.

Accuracy and Attention to Detail
:
Understanding the necessity and value of accuracy; ability to complete tasks with high levels of precision.

Business Acumen
:
Influences the way business decisions are made through utilization of economic, financial, and organizational data to build business cases for major initiatives.

Coaching Others
:
Knowledge of coaching and mentoring concepts and methods; ability to encourage, motivate, and guide individuals in learning and improving effectiveness.

Communicating Complex Concepts
:
Ability to explain complex technical concepts in simple, clear language appropriate to the audience.

Manage Multiple Priorities
:
Monitors complex or unforeseen dependencies and responds accordingly.

Problem Solving
:
Analyzes and synthesizes information and devises alternative resolution strategies. Develops successful resolutions to critical or wide-impact problems.

Strategic Thinking
:
Knowledge of the importance of big picture thinking and planning; ability to apply organizational acumen and competitiveness to identify and maintain focus on key success factors for the organization.

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 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  or email Ta