Practice Management / Financial Planning Manager

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.

Equitable Advisor’s Wealth Management team is seeking an experienced leader to drive and contribute to meaningful work that shapes how we support clients and financial professionals across the country. The individual will be responsible for driving practice management and financial planning experience and engagement across the advisor ecosystem. As part of this team, you’ll be hands-on developing optimized advisor and client solutions, analyzing market trends, supporting strategic initiatives, and helping develop strategies that drive decision‑making across our Wealth Management business.

 

In this role, you’ll be working cross functionality, contributing to meaningful projects, building executive‑ready deliverables and leading advisor conversations showcase your skills and highlight the values of core practice management fundamentals. If you’re curious, data‑driven, and excited to see how strategy, technology and planning come together in a modern, client‑focused organization, this role provides you the situation and impact you’re looking for.

This position offers a hybrid work schedule, with periodic days in office, combining flexibility with team collaboration.

 

What You’ll Be Doing

·       Lead the design and delivery of an integrated practice management and financial planning experience, aligning advisor workflows, digital platforms, and client‑facing capabilities to enable consistent, high‑quality outcomes across the advisor lifecycle.

·       Define and evolve the end‑to‑end client experience across the advisor platform, translating client needs and business strategy into scalable solutions that support financial planning, financial health, and long‑term well‑being.

·       Manage and coordinate in‑house teams and third‑party vendors, overseeing platform integrations, feature delivery, and operational execution to ensure solutions are reliable, compliant, and aligned with enterprise standards.

·       Lead vendor management and strategic oversight through ongoing partner engagement, contract and amendment reviews, and current knowledge of financial planning industry competitors to strengthen negotiations, manage performance, and inform platform decisions.

·       Leverage industry knowledge and financial planning expertise to inform product strategy, partner selection, and roadmap prioritization, ensuring offerings reflect best practices in planning, wellness, and advisor‑led client engagement.

The base salary range for this position is $111,464 - $183,915 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 refer to the link below.

Equitable Pay and Benefits: Equitable Total Rewards Program

What You’ll Bring

·       Strong financial literacy and planning competency, with the ability to synthesize information, identify opportunities for improvement, and translate insights into actionable recommendations.

·       Demonstrated expertise in technology, digital platforms, and emerging AI‑enabled tools, particularly how they can enhance productivity, advisor effectiveness, and client experiences. Prior direct experience with eMoney, Money Guide, Asset Map or similar financial planning tools

·       Excellent communication and collaboration skills, with the ability to work effectively across cross‑functional teams

·       An organized, detail‑oriented mindset, capable of managing multiple workstreams, supporting execution against deadlines, and contributing to readiness initiatives.

·       Curiosity and a learning‑oriented approach, with a willingness to ask questions, challenge assumptions, and continuously improve workflows, processes, and standard operating procedures

Skills

·       Key understanding of Client and Advisor Journeys across lifecycle and memorable moments

·       Analytical and critical thinking skills, with the ability to evaluate data, processes, and tools to identify insights, risks, and opportunities for improvement.

·       Strong written and verbal communication skills, enabling clear documentation of findings and effective collaboration with functional stakeholders.

·       Technical and digital fluency, including comfort with core productivity tools and the ability to quickly learn new systems, platforms, and AI‑enabled technologies.

·       Program coordination and execution skills, with the ability to prioritize tasks, manage details, and support multiple initiatives in a fast‑paced, team‑oriented environment

·       CFP, advanced planning designations, or sales experience a bonus

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.