Diversity, Equity and Inclusion- Business Analyst – Advisor Productivity Specialist

At Equitable, our power is in our people.

We're individuals from different cultures and backgrounds. Those differences make us stronger as a team and a force for good in our communities. Here, you'll work with dynamic individuals, build your skills, and unleash new ways of working and thinking. Are you ready to join an organization that will help unlock your potential?

The CEO Task Force to Advance Racial Equity, a specialized team within the Diversity, Equity and Inclusion organization is charged with making Equitable the most sought-after employer for diverse professionals. The Objective of the task force is to drive significant improvements for our company in three main areas: Representation & Advancement, Culture & Experience, and Performance.

To help the task force achieve these objectives, we are looking to add a full-time team member to the Advisor Squad that is focused on developing and managing programs and processes to increase advisor productivity and support.

• We are looking to add a Business Analyst to the Advisor Squad who will be responsible for;
• Drives problem solving and formulation of solutions to implement and enhance diverse advisor production, retention, development and overall success and well-being
• Conducts internal and external studies and analysis of trends and opportunities
• Works with teams across the organization to build programs, procedures, and initiatives to achieve Squad goals and desired outcomes
• Assesses and evaluates current Equitable Advisors processes, programs, and procedures and implements necessary amendments
• Measures and oversees advisor and management programs
• Ability to analyze and synthesize business requirements, including recognizing patterns and conceptualizing processes
• Reporting and analysis including executive reporting of key metrics and OKRs as well as ad hoc strategic analysis
• Implements and manages reports and dashboards ensuring leaders have access to key data required to successfully drive decisions
• Work with stakeholders across the business to ensure that user stories are clearly defined, delivered and approved for deployment
• Gathers and analyzes both internal and external data including but not limited to hiring, sales production, compensation, commissions, demographics, that will factor into the solutions the task force identifies
• Collects and assesses ideas for programs, campaigns, relationships, policies and more for implementation
• Drives solution implementation, including project ownership and management, collaborating with teams across the organization

The base salary range for this position is $68,000-$102,000. 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.

Equitable Pay and Benefits: Equitable Total Rewards Program

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Required Qualifications

• Advanced Excel and data analysis skills
• Advanced PowerPoint and presentation skills
• Strong project management, ability to successfully manage multiple tasks/projects at any given time
• Excellent communication and collaboration skills
• Strong quantitative and qualitative analytical abilities
• Experience using agile project management tools such as Azur Dev Ops

Preferred Qualifications

• Bachelors degree preferred
• 3+ Years in Business Analyst/ DE&I experience or Financial Sales experience roles
• Experience working within Scrum or other agile teams is a plus

Cross-functional Collaboration: Knowledge of collaborative techniques and approaches; ability to promote a culture of continuous improvement and working together across functions to solve business problems and meet business goals.

Decision Making and Critical Thinking: Knowledge of the decision-making process and associated tools and techniques; ability to accurately analyze situations and reach productive decisions based on informed judgment.

Requirements Analysis: Knowledge of tools, methods, and techniques of requirement analysis; ability to elicit, analyze and record required business functionality and non-functionality requirements to ensure the success of a system or software development project.
Storytelling: Knowledge of concepts and ability to plan, create and present business proposals, initiatives and ideas by storytelling actual business scenarios that are situation-specific, engaging, memorable and persuasive as compared to one-way, fact-based presentations.
Technical Writing/Documentation: Knowledge of technical writing; ability to write technical documents such as manuals, reports, guidelines or documents on standards, processes and applications.
Diversity, Equity and Inclusion: Demonstrates a commitment to Diversity, Equity and Inclusion by treating everyone with respect and dignity, ensuring all voices are heard and advocating for change.

ABOUT EQUITABLE

At Equitable, we’re a team of over ten thousand strong; committed to helping our clients secure their financial well-being so that they can pursue long and fulfilling lives.

We turn challenges into opportunities by thinking, working, and leading differently – where everyone is a leader. We encourage every employee to leverage their unique talents to become a force for good at Equitable and in their local communities.

We are continuously investing in our people by offering growth, internal mobility, comprehensive compensation and benefits to support overall well-being, flexibility, and a culture of collaboration and teamwork.

We are looking for talented, dedicated, purposeful people who want to make an impact. Join Equitable and pursue a career with purpose.

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Equitable is committed to providing equal employment opportunities to our employees, applicants and candidates based on individual qualifications, without regard to race, color, religion, gender, gender identity and expression, age, national origin, mental or physical disabilities, sexual orientation, veteran status, genetic information or any other class protected by federal, state and local laws.

NOTE: Equitable participates in the E-Verify program.

If reasonable accommodation is needed to participate in the job application or interview process or to perform the essential job functions of this position, please contact Human Resources at (212) 314-2211 or email us at TalentAcquisition@equitable.com.