Chief of Staff to the Chief Investment Officer – General Account (HYBRID) at Equitable

New York, New York, United States -

Full Time

Start Date

Immediate

Expiry Date

10 Jun, 26

Salary

170000.0

Posted On

12 Mar, 26

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Strategic Advisor, Operational Leader, Investment Priorities, Strategic Initiatives, Communication, Stakeholder Management, Project Leadership, Process Streamlining, Decision-Making, Investment Oversight, Financial Analysis, ESG Integration, Governance, Strategic Planning, Critical Thinking, Executive Presence

Industry

Financial Services

Description

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 seeking a dynamic Chief of Staff to the Chief Investment Officer (CIO) serving as a strategic advisor and operational leader within the Office of the CIO. This role drives alignment across investment priorities, enhances execution of strategic and financial initiatives, and strengthens communication among internal teams, enterprise partners, and external stakeholders. The Chief of Staff will lead complex, high impact projects, streamline processes to boost efficiency and decision-making, and amplify the CIO’s ability to deliver on their long-term investment objectives. The Chief of Staff will serve as a strategic connector across investment teams, governance functions, and senior stakeholders—translating vision into actionable plans and enabling disciplined follow through. This leader will oversee complex, multifaceted initiatives; streamline processes to enhance efficiency and decision-making; and elevate communication and engagement across internal teams, enterprise partners, and external stakeholders. This is a high-trust, high-influence role for a forward-thinking leader passionate about enabling excellence at scale and driving performance in a dynamic investment environment. What You’ll Be Doing Support the oversight and analysis of the c.$120bn General Account portfolio, ensuring accuracy and insight across investment metrics, legal entities, strategies, portfolios, and asset classes. Develop high impact presentations for executive leadership, translating complex investment topics into clear insights, recommendations, and strategic options. Serve as a primary liaison to key OCIO partners, including Financial Planning & Analysis, Investor Relations, Investment Accounting, and Treasury, ensuring alignment and timely information flow. Advance Equitable’s ESG and Responsible Investment agenda by supporting ESG integration, impact investing initiatives, reporting, and disclosure requirements. Prepare and refine materials for Equitable’s Investment Committee and Board of Directors, ensuring clarity, rigor, and strategic alignment in all governance communications. Coordinate the strategic planning and execution of investment initiatives across the OCIO organization, driving accountability and operational follow through. Facilitate seamless communication and strategic alignment between the CIO and internal/external stakeholders, enhancing connectivity and decision-making across the investment ecosystem. This position offers a hybrid work schedule, with an on–site presence of 2-3 days per week in our NYC office (1345 Avenue of the Americas) combining flexibility with team collaboration. The base salary range for this position is $125,000 - $170,000. 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 Required Qualifications: 5+ years of relevant experience in an investment analyst role, financial planning & analysis within a large organization, or a financial reporting function working across multiple stakeholder groups. Proven prioritization and execution skills, with a clear focus on driving meaningful results in a dynamic environment. Proven ability to meet deadlines and excel in a fast paced, project driven, team-oriented setting. Exceptional analytical and critical thinking capabilities, with a track record of solving complex problems and influencing process or organizational improvements. Skilled communicator with executive presence, able to distill complex issues into clear, compelling presentations and recommended actions. Established foundation in finance, investments, and/or insurance, with the ability to apply domain knowledge to strategic and operational challenges. Advanced proficiency in Microsoft Excel and PowerPoint, leveraging data driven insights and clear storytelling to support decision making. Preferred Qualifications: Demonstrated interpersonal skills, with the ability to partner effectively across all levels of the organization, including senior leadership. High degree of initiative, adaptability, and professionalism, demonstrating sound judgment and the ability to navigate evolving priorities. Skills Business Acumen: Knowledge of business concepts, tools, and processes that are needed for making sound decisions in the context of the company's business; ability to apply this knowledge appropriately to diverse situations. Decision Making and Critical Thinking: Knowledge of the decision-making process and associated tools and techniques; ability to accurately analyze situations and reach productive decisions based on informed judgment. 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. Financial Reporting: Knowledge of processes, methods, and tools of financial reporting; ability to create and maintain accurate and thorough financial reports. Managing Expenses and Finances: Knowledge of the principle and methodology of finance management; ability to use the functions, tools and processes needed to manage financial assets and liabilities throughout the organization. Process Management: Knowledge of business process improvement tools and techniques; ability to understand, monitor, update, control, or enhance existing business or work processes. 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 TalentAcquisition@equitable.com.

Responsibilities

This role serves as a strategic advisor and operational leader, driving alignment across investment priorities, enhancing strategic initiative execution, and strengthening communication with various stakeholders. Responsibilities include supporting oversight of the $120bn General Account portfolio, developing executive presentations, and advancing the ESG agenda.