Relationship Manager, Advisory and Investment Consulting; HYBRID or REMOTE

Position: Relationship Manager, Advisory and Investment Consulting (HYBRID or REMOTE) About the Role 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. What You’ll Be Doing 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, you 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. Areas of Focus • 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. Compensation and Benefits Base salary range: $75,000—$85,000, depending on skills, experience, and geographic location. Additional compensation includes base salary increases, spot bonuses, and short‑term incentive opportunities, subject to eligibility. Full benefits for eligible employees include medical, dental, vision, a 401(k) plan, and paid time off. For detailed descriptions, please review the Equitable Total Rewards Program. What You’ll Bring Required Qualifications • Bachelor’s degree • 2+ years of investment advisory experience • Series 7 is required; Series 66 is required or must be obtained within 90 days of hire • Demonstrated relationship management, sales, customer service, and presentation skills in large and small group settings—both 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.) strongly preferred • Experience with Microsoft Office Suite, including Word, Excel, Power Point • Problem resolution skills; disciplined, persistent, with a growth mindset • Proven written and verbal communication skills Skills • Client Relationship Management: Knowledge of client relationship; ability to address critical issues, 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 appropriate formality. • Industry Knowledge: Knowledge of the organization’s industry group, trends, directions, major issues, regulatory considerations, and trendsetters; ability to apply industry knowledge appropriately to diverse situations. • Knowledge of Product Line: Knowledge of methodologies, tools and techniques for specific products; ability to develop product‑line processes and strategies. • Knowledge of Sales Channels: Knowledge of meanings and features of sales channels; ability to coordinate multiple and diverse options for selling an organization’s products and services. About Equitable At Equitable, we’re a team committed to helping 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…