Practice Management & Financial Planning Lead; Hybrid
Listed on 2026-10-11
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Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management
Location: New York
Equitable is seeking an experienced leader to drive practice management and the client financial planning experience for its Wealth Management advisor ecosystem. This role involves coordinating cross‑functional teams, optimizing advisor workflows, and delivering scalable, compliant solutions that enhance client outcomes.
The base salary range is $111,464 - $183,915 with opportunities for incentive pay. Equitable offers comprehensive benefits and a hybrid work schedule with periodic in‑office
Consider building your career as a Practice Management & Financial Planning Lead (Hybrid) at Equitable.
Step into the Practice Management & Financial Planning Lead (Hybrid) role at Equitable in New York, NY, United States and grow with us.
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