Relationship Manager, Advisory and Investment Consulting; HYBRID or REMOTE

Overview

Relationship Manager, Advisory and Investment Consulting (HYBRID or REMOTE)

Relationship Manager, Advisory and Investment Consulting (HYBRID or REMOTE) (2600001F)

Primary

Location:

UNITED STATES-NC-Charlotte

Organization:
Equitable

Full-time

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

The Relationship Manager is an influential part of the growth of Advisory and Investment Solutions, responsible for enabling investment and advisory sales growth throughout Equitable Advisors. This is a team environment for those excited about the long-term rewards of a growing company.

The key objectives of the Advisory and Investment Consulting Relationship Manager are to build relationships with the Equitable Advisors field force and enable sales and practice growth through driving investment and advisory-related revenue-generating activities. As a dedicated headquarters resource for Financial Professionals (FPs) in their assigned complex territory, the candidate will focus on defined segments to support complex leadership and their FPs in building and growing their practices.

This support includes inbound and outbound calls, virtual and in-person meetings with FPs and their teams, as well as occasional in-person and virtual participation in conferences and other events.

This role generally serves to provide “go-to” support for our complexes and FPs. Areas of focus will include:

• Growth and support of FPs in the territory, with particular emphasis on those building wealth planning practices
• Increase new assets in the territory
• Growth of advisory business and increasing the adoption of Unified Managed Accounts
• Growth of the number of FPs participating in financial planning services and the use of planning tools for advice delivery
• Increase the amount of fee-based financial planning engagements

This position offers a flexible work schedule: it may be fully remote or hybrid. If you are located near one of our offices (e.g., Charlotte, NC) a hybrid schedule with 2–3 days on-site per week is expected to foster collaboration and connection.

The base salary range for this position is $75,000 - $85,000. Actual base salaries vary based on skills, experience, and geographical location. In addition to base pay, Equitable provides compensation to reward performance with base salary increases, spot bonuses, and short-term incentive compensation opportunities. Eligibility for these programs depends on level and functional area of responsibility.

For eligible employees, Equitable provides a full range of benefits. This includes medical, dental, vision, a 401(k) plan, and paid time off. For detailed descriptions of these benefits, please reference the link below.

Required

• 2+ years of investment advisory experience
• FINRA Licenses Series 7 and 66 required
• Demonstrated relationship management, sales, customer service, and presentation skills in large and small group settings – in person and virtually
• Managed account, mutual fund, and brokerage experience
• Financial planning experience

Preferred Qualifications

• Experience working with investment products and advisory services, Financial Professionals, or end-clients
• Industry designations (including CFP® and ChFC®) or progress toward completion
• Experience with investment research/proposal tools and financial planning software (including Morningstar Advisor Workstation, eMoney, Advice Pay, Asset-Map, etc.)
• Experience with Microsoft Office Suite including Word, Excel, Power Point
• Problem resolution skills; disciplined, persistent, and growth-minded
• Proven written and verbal communications skills

Client Relationship Management: Knowledge of client relationships and ability to address issues to meet client needs and maintain engaged, partnering relationships with business partners and clients.

Effective Presentations: Knowledge of effective presentation tools and techniques; ability to present information to groups with an appropriate degree of formality.

Industry Knowledge: Knowledge of the…