Team Member, Strategic Innovation Group (HYBRID) at Equitable

Charlotte, North Carolina, United States -

Full Time

Start Date

Immediate

Expiry Date

19 Jun, 26

Salary

75000.0

Posted On

21 Mar, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

PowerPoint Document Creation, Quantitative Analysis, Excel Data Consolidation, Low-Code Application Development, Microsoft Power Platform, Generative AI Tools, Competitive Research, Executive Memo Writing, Group Learning Session Facilitation, Information Documentation, Process Re-engineering, Corporate Innovation, Automation, Analytics, Organizational Redesign, Strategic Initiatives

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 America’s first fully Agile financial services company. We are creating an environment where cross-functional, multidisciplinary teams work independently under a clear set of strategic guidelines, applying Agile working methods to implement their missions. And in so doing, they promote a culture where team members are actively engaged and learning every day. Equitable is looking for a dynamic Strategic Innovation Group (SIG) team member to join our team! The successful candidate will join the Strategic Innovation Group (SIG) team, one of several teams within the IDO. SIG functions as a high-octane internal consulting firm whose mission is to harness the power of strategic innovation to forge new avenues of growth, uncover hidden opportunities for savings and enhance critical business processes. The team focuses principally on five areas: 1) process re-engineering; 2) corporate innovation & investment; 3) low code application development, automation and analytics; 4) organizational redesign; 5) strategic initiatives (past engagements have included work around straight-through processing, competitive research and wellness). Across all five areas, the individual will partner with stakeholders to problem-solve, design and develop impactful solutions. Candidates must be comfortable working in a high-profile, dynamic environment and must be willing to support various projects, often simultaneously. What You'll Be Doing Create clear, structured, and visually stunning PowerPoint documents Conduct quantitative analysis and/or consolidate data through Excel Build low-code applications with automated workflows through Microsoft Power Platform Conduct competitive research with the aid of generative AI tools Help more senior members of the team write compelling and interesting memos to executives Support facilitation of group learning sessions with internal stakeholders Help the team to document and organize information, from consistent note taking to folder structuring 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 $65,000 - $75,000. 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'll Bring Required Qualifications Bachelor’s degree 0-2 years of experience working within financial services, insurance and/or consulting firms Established experience creating PowerPoint presentations Preferred Qualifications Comfortable partnering with senior level management Ability to manage multiple projects/tasks with emphasis on time management Experience working in an NWOW-like culture (Agile work management, Design Thinking problem solving, OKR goal setting, Adaptive Leadership, Process reengineering) Demonstrates clearly with oral and written communications skills Adequate grasp of Equitable business acumen (e.g., how Equitable makes money, different Equitable business lines) Knowledge of statistics, hypothesis-driven problem-solving, finance industry and economics Self-motivated and dedicated to continuous self-improvement, including receiving practical feedback Open-minded, willing to flex across new areas and “roll up their sleeves”. Able to explore new domains and grasp complex concepts in new subject areas. Skills Business Data Analysis: Knowledge of business data analysis; ability to collect, identify, analyze and interpret business data using various kinds of techniques to meet business needs and requirements. Business Process Design: Knowledge of business process design; ability to develop appropriate techniques to re-examine key processes and focus on optimizing organizational performance. Cross-functional Collaboration: Knowledge of collaborative techniques and approaches; ability to promote a culture of continuous improvement and working together across functions to solve business problems and meet business goals. Data Gathering and Analysis: Knowledge of data gathering and analysis tools, techniques and processes; ability to gather and analyze data on the learning needs of a target population. 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. Market Research: Knowledge of market research; ability to collect, collate and analyze information about existing or potential markets and market needs. 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

The role involves creating structured presentations, conducting quantitative analysis using Excel, and building low-code applications with automated workflows via Microsoft Power Platform. The team member will also support senior staff with competitive research, executive memos, and facilitating stakeholder learning sessions.