Complex Technology Lead

Job Description - Complex Technology Lead (260000FR)

Complex Technology Lead ( 260000FR )

UNITED STATES-NJ-Woodbridge

UNITED STATES-VA-Falls Church, UNITED STATES-MD-COLUMBIA

Equitable

Full-time

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

Equitable Advisors is committed to making a difference in the lives of clients. Across the U.S., 4,500 financial professionals operating under the Equitable Advisors brand engage with individual clients to build relationships focused on helping individuals achieve meaningful financial wellness. In total, Equitable Advisors serves 2.4 million clients nationwide.

We are seeking a warm, high-energy Complex Technology Lead to be the friendly face of technology help desk support and client service for our Equitable Branch Managers, employees, and Financial Professionals! In this role, you’ll be the go-to person who keeps our teams connected, confident, and running smoothly - owning the technology experience across our branch locations all while building genuine, positive relationships with everyone you support.

You’ll work closely with our Complex Technology Manager, partnering together to deliver seamless technology support across the Mid-Atlantic region covering New Jersey, Pennsylvania, Maryland and the DC Metro area.

It’s a close-knit, energetic community where great ideas and great people thrive together.

This position offers a hybrid work schedule
, with an on–site presence of 2–3 days per week combining flexibility with team collaboration and ability to travel between branches within the market. The role can be located in any of the following office/branch locations:
Woodbridge, NJ;
Columbia, MD or Falls Church, VA

Own ticket intake, triage, and escalation, keeping people informed and reassured every step of the way

Follow up ticket escalations as needed

Bring a client-service mindset to every interaction, ensuring tickets and requests are met with patience, positivity, and a solutions-first attitude

Partner with the Digital Specialist to deliver engaging, easy-to-follow technology training as needed

Act as a trusted pilot/resource for the HQ technology

Assist with branch technology needs, including conferencing tools and AV needs, to keep meetings running seamlessly

Oversee Ring Central, place tickets for moves/changes and porting

Manage escalation of branch network issues with urgency and care

Oversee Lexmark scanners/printers, keeping devices ready to go

Oversee security systems, keypads, and access cards, helping keep our offices safe and welcoming

Works closely with the Complex Team to support financial professionals, employees, and leadership across the complex

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 onleveland functional area of responsibility.

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

Bachelor’s degree or equivalent work experience

3+ years of technology, help desk, or related client-service experience

Professional Project Management experience with proven ability to oversee projects to completion

Knowledge of placing service tickets.

Knowledge/usage of Ring Central, Office 365,…