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Equitable
Equitable
5.001 – 10.000 Angajați
Sponsor pentru viza H1BAsigurăriFinanțeFintech
Equitable este o companie de servicii financiare și asigurări care oferă soluții persoanelor fizice, familiilor și angajatorilor pentru planificare financiară, pensionare, asigurări de viață, anuități și beneficii pentru angajați. Cu o experiență de peste 160 de ani, compania combină îndrumarea oferită de consilieri cu resurse online pentru a-i ajuta pe clienți să își planifice obiectivele financiare pe termen lung și să gestioneze etapele importante ale vieții lor financiare. Activitatea sa acoperă domeniile asigurărilor, finanțelor și tehnologiei financiare, cu produse concepute atât pentru nevoi personale, cât și pentru nevoile de la locul de muncă.
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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.

USStatele Unite ale AmericiiNYNew YorkNCCarolina de Nord
85.000 $ – 95.000 $ / an
HibridNormă întreagăNivel mediuSeniorLimbă Obligatorie: englezăAdministrație

Descriere

  • 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

Cerințe

  • 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

Beneficii

  • 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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