Practice Management & Financial Planning Lead
Listed on 2026-10-11
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant
Equitable is seeking an experienced Practice Management / Financial Planning Manager to elevate the advisor and client experience within its Wealth Management ecosystem. This leadership role blends strategy, technology and planning to deliver integrated solutions across the advisor lifecycle.
You’ll work cross-functionally, manage in-house and vendor teams, and shape product and service priorities with data-driven insights.
The following opening is for a Practice Management & Financial Planning Lead with Equitable Advisors.
We are looking to fill the Practice Management & Financial Planning Lead position at Equitable Advisors in New York, NY, United States.
The Practice Management & Financial Planning Lead role at Equitable Advisors is now open for applications in New York, NY, United States.
Join us at Equitable Advisors as our next Practice Management & Financial Planning Lead in New York, NY, United States.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).