Senior Innovation Analyst (HYBRID

Primary Location

United States:
New York, NY and Charlotte, NC

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. We are America’s first fully Agile financial services company, creating an environment where cross‑functional, multidisciplinary teams work independently under clear strategic guidelines. This culture promotes active engagement and continuous learning.

Equitable is looking for a dynamic team member to join our Design Thinking team as a Senior Innovation Analyst within the Innovation & Design Office (IDO). The IDO’s mission is to increase the enterprise’s metabolism by fundamentally changing how we think, work, and lead. The role focuses on guiding and executing our end‑to‑end innovation strategy and process improvement.

• Design and plan Design Thinking/Process Re‑engineering workshops with creative, collaborative problem‑solving as the priority objective.
• Lead pre‑workshop discovery sessions and engage stakeholders to outline primary goals and initiative approach.
• Facilitate collaborative workshops virtually, in person, or hybrid, ensuring participants remain engaged and are led toward desirable outcomes.
• Actively lead and manage projects – from simple to complex – including prioritization of activities, working within team capacity, and anticipating issues.
• Structure workshop formats and agendas, including pre‑work consulting with stakeholders.
• Develop detailed documentation for process flows.
• Create training and education materials for Design Thinking.
• Participate in Design Thinking team activities, including team building, communications, and department support.
• Conduct discovery research and analysis of quantitative and qualitative information.
• Support a culture of iterative thinking, continuous learning, and innovation.
• Champion Design Thinking and Process Re‑engineering throughout the organization as a key pillar of the IDO.

• Strategic thinker passionate about improving client, advisor, and employee experiences with empathy.
• Drills down to root causes, clearly identifying core problems rather than symptoms.
• Explores new domains and grasps complex concepts quickly.
• Leverages outside research and industry trends to provide thought leadership.
• Combines strong logical thinking with creative solution formulation.
• Clearly explains work, processes, and decisions to teammates and cross‑functional stakeholders.
• Supports internal growth, development, and innovation programs.
• Conducts in‑depth analysis of existing business processes to identify inefficiencies and bottlenecks.
• Takes ownership of work streams, focusing on driving results.
• Perseveres in the face of challenges, thriving on uncertainty and ambiguity.
• Shows good judgment on when to seek input or ask for help.
• Maintains a humble, collaborative attitude committed to team success.
• Manages multiple complex projects, ensuring scope, timelines, resourcing, and timely quality deliverables.
• Skilled in synthesizing qualitative information and quantitative data into impactful, results‑oriented reports.
• Actively listens to stakeholder needs and adopts the perspective of counterparts.
• Synthesizes complex ideas into simple language and actionable next steps.
• Brings people together to build consensus and co‑create solutions.
• Demonstrates strong oral and written communication skills, leading executive‑level presentations and writing compelling board‑level memos.
• Cultivates an environment of iterative thinking, continuous learning, and innovation.
• Provides direction and mentorship to team members.
• Communicates with and leads diverse groups, including executives, through the Design Thinking, Process Re‑engineering, and collaborative ideation processes.
• Influences in a matrixed environment and rethinks foundational business assumptions.

• Bridge the gap between technology, business, and customers.
• Versatile visual design skills including presentation development and prototyping.
• Experience with Service Design blueprinting.
• Formal coursework in Design Thinking.

• Communicating for Impact:…