Complex Onboarding Manager- Mid Atlantic (HYBRID)

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.

We are currently seeking a dynamic, high-energy individual to deliver a positive employee and advisor experience for our new hires. The Complex Onboarding Manager will support the employee and advisor experience by leading efforts to streamline the onboarding experience.

This Manager role will also build processes that support the newly implemented accelerated growth model. The Onboarding Manager will manage multiple priorities simultaneously in a fast-paced work environment, seeking to continuously improve the candidate/employee experience. This role will partner regularly with District Managers, Recruiting Coordinators, AHCA, and other branch leadership.

What You’ll Be Doing

• Provide expert advice related to priority candidates to ensure complex goals are met
• Cross functional collaboration for onboarding process, which includes, working directly with AHCA, National Compliance and the National Coordinators
• Improving processes and updating rules as Onboarding regulations change
• Creating a first of class onboarding experience for candidates and employees within the Complex
• Working closely with the onboarding teams at each branch as well as the exam prep coordinator on monitoring and moving candidates through onboarding
• The ability to create relationships with complex management teams (District Managers) to ensure they understand the onboarding process and expected timelines
• Regularly meet with complex management teams to gauge candidate progress and provide updates to AHCA

This position offers a hybrid work schedule, with an on–site presence of 2–3 days per week combining flexibility with team collaboration.

The base salary range for this position is $80,000 - $110,000. 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

What You Will Bring

• Bachelor’s degree preferred
• 1+ years of experience in onboarding, operations, marketing and/or business experience
• Experience leading a team (ideally of 3 or more)
• Proficiency in Microsoft Office Suite
• Engaging presentation skills, detail oriented, with strong ability to streamline communication.
• Hybrid - work in office and remotely
• Smartsheet experience is preferred

Skills

Effective Communications:

Understanding of effective communication concepts, tools and techniques; ability to effectively transmit, receive, and accurately interpret ideas, information, and needs through the application of appropriate communication behaviors.

Internal Controls: Knowledge of concept, methods, and processes of internal control; ability to create, implement, evaluate and enhance processes in internal controls.

Knowledge of Organization: Knowledge of the organization's vision, structure, culture, philosophy, operating principles, values, and code of ethics; ability to understand the value of aligning capabilities with business goals to support optimal performance.

Managing Multiple Priorities: Knowledge of effective self-management practices; ability to manage multiple concurrent objectives, projects, groups, or activities, making effective judgments as to prioritizing and time allocation.

Project Administration: Knowledge of project administration best practices and ability to use organizational strategies, practices and tools for administering projects.

About Equitable

At Equitable, we’re a team 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. Click Careers at Equitable to learn more.

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 [email protected] .

Primary Location

UNITED STATES-PA-Bala Cynwyd

Other Locations

UNITED STATES-VA-Falls Church, UNITED STATES-NJ-Woodbridge, UNITED STATES-MD-COLUMBIA

Organization

Equitable

Schedule

Full-time