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Annuities Sales Operations Manager

2 months ago

Charlotte, North Carolina, United States Equitable Advisors LLC Full time

Job Title: Annuities Sales Operations Manager

Company: Equitable Advisors LLC

Location: United States

Employment Type: Full-time

Overview:

At Equitable Advisors LLC, we believe that our strength lies in our diverse team. Our workforce is composed of individuals from various backgrounds and cultures, which enhances our collaborative spirit and drives our mission forward. Join us to unlock your potential in a supportive environment.

Key Responsibilities:

  1. Third-Party Firm Approval Management: Oversee the submission of marketing materials and client-facing content to third-party distributors requiring prior approval. This includes conference materials, promotional content, and sales resources.
  2. Maintain strong relationships with third-party distributor reviewers and internal account managers to ensure compliance with unique engagement rules.
  3. Collaborate with business development and marketing teams to prioritize and accurately submit materials to firms.
  4. Manage and update approval grids for external and internal sales teams and oversee the marketing review inbox.
  5. Analyze advisor engagement data to enhance existing strategies and drive engagement.
  6. Support vendor management processes, ensuring timely contract renewals and evaluating license allocations.
  7. Implement vendor management policies in collaboration with internal procurement partners.
  8. Distribution Support: Process necessary documentation to support sales teams and facilitate training for expense reporting.
  9. Identify opportunities for process improvements in expense management and reporting.

Compensation:

The salary range for this position is competitive and commensurate with experience. In addition to base pay, we offer performance-based incentives and a comprehensive benefits package, including medical, dental, vision, and retirement plans.

Qualifications:

  • 4+ years of experience in the Individual Retirement sector.
  • Strong organizational, analytical, and detail-oriented skills.
  • Proficient in Microsoft Office Suite.
  • Experience in vendor management is highly desirable.

Preferred Skills:

  • Familiarity with Concur and Ariba is a plus.

Core Competencies:

  • Cross-functional Collaboration: Ability to work collaboratively across functions to achieve business objectives.
  • Effective Communication: Proficient in conveying ideas and information clearly and effectively.
  • Project Management: Skilled in planning and executing projects efficiently.
  • Diversity, Equity, and Inclusion: Commitment to fostering an inclusive workplace.

At Equitable Advisors LLC, we are dedicated to empowering our clients to secure their financial futures. We are looking for talented individuals who are eager to make a meaningful impact in their careers.