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Equitable
Equitable
5,001 – 10,000 Employees
H1B Visa SponsorFinanceFintechInsurance
Equitable is a financial services and insurance company serving individuals, families, and employers with solutions for financial planning, retirement, life insurance, annuities, and employee benefits. With more than 160 years of experience, the company combines advisor-led guidance with online resources to help clients plan for long-term financial goals and manage important stages of their financial lives. Its work spans insurance, finance, and fintech, with products designed for both personal and workplace needs.
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Payment and Compensation Program Administrator

Administers compensation and payment programs supporting Equitable’s wealth management advisor teams. Oversees financial modeling, onboarding, reporting, stakeholder coordination, and operational improvements.

USUnited StatesNYNew YorkNCNorth Carolina
$85,000 – $95,000 / year
HybridFull-timeMiddleSeniorEnglish RequiredAdministration

Description

  • Act as the primary field-facing subject matter expert for the Collective Firm Payment program
  • Advise on eligibility, team structures, financial modeling, payment calculations, and ongoing administration
  • Lead the administration and development of firm-level compensation and advisor teaming programs
  • Manage and monitor the shared mailbox for Collective Firm Payment inquiries
  • Coordinate cross-functional responses to complex and escalated issues
  • Serve as the primary contact for new firm onboarding, ongoing firm maintenance, and participant updates
  • Manage eligibility and onboarding for firms and individual participants
  • Track eligibility, team changes, agreement execution, and payment setup
  • Coordinate startup discussions, financial modeling, agreement execution, and implementation for newly qualified firms
  • Identify, document, and communicate process exceptions
  • Develop, implement, administer, and evaluate firm-level compensation and teaming programs
  • Design and improve compensation programs using financial modeling, payment calculations, trend and cost analysis, and compensation package design
  • Assess business processes and implement improvements to accuracy, efficiency, controls, scalability, and program effectiveness
  • Work with stakeholders to resolve operational challenges and deliver sustainable process improvements
  • Improve compensation reporting, payment reconciliation, financial transparency, and internal controls
  • Collaborate with Wealth Management, Field Compensation, Finance, Technology, Legal, Compliance, Operations, and other stakeholders
  • Create and maintain program documentation, agreements, contracts, schedules, procedures, field bulletins, guidelines, and educational materials
  • Deliver education, training, and support to operations teams, administrative staff, advisors, and leaders
  • Build strong working relationships with Financial Professionals, field leaders, and internal business partners

Requirements

  • Bachelor’s degree
  • At least five years of experience with retail wealth management operations and advisor compensation programs
  • Experience with GDC statements, PC statements, W-2 reporting, and 1099 reporting
  • Knowledge of advisor teaming structures
  • Knowledge of compensation methodologies
  • Understanding of financial modeling principles
  • Ability to develop creative solutions to complex business challenges while balancing operational, financial, and compliance considerations
  • Strong analytical, problem-solving, and strategic thinking abilities
  • Ability to explain complex technical concepts clearly and simply
  • Cross-functional collaboration skills
  • Effective communication skills
  • Ability to manage multiple concurrent priorities, projects, groups, or activities

Benefits

  • Base salary increases
  • Spot bonuses
  • Short-term incentive compensation opportunities
  • Medical insurance
  • Dental insurance
  • Vision insurance
  • 401(k) plan
  • Paid time off
  • Growth opportunities
  • Internal mobility
  • Comprehensive compensation and benefits
  • Flexibility
  • Collaborative, team-oriented culture

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