Note: The job is a remote job and is open to candidates in USA. Equitable is a company focused on helping clients secure their financial well-being. They are seeking a Team Lead for their Platinum Retirement Plan Account Management function to provide strategic direction and leadership, ensuring strong client relationships and operational performance.
Responsibilities
- Set the strategic direction and operating framework for the Platinum RPAM function, aligning service delivery, talent priorities, and performance expectations to business goals, client needs, and risk requirements
- Lead and coach a high-performing team of Platinum RPAMs, driving accountability, strengthening execution, and elevating performance to deliver strong client, retention, and operational outcomes
- Own workforce and capacity planning for the function, including organizational design, resource allocation, hiring strategy, and readiness planning to support growth and retention objectives
- Serve as the senior escalation point for complex client, advisor, plan sponsor, and internal partner issues; drive timely resolution, root-cause analysis, and sustainable corrective actions
- Shape relationship management strategies for key and complex plans; guide the organization in delivering consultative, solutions-oriented service that strengthens retention and advisor confidence
- Establish governance routines for service performance, escalations, risk trends, and operational priorities; provide clear reporting, insights, and recommendations to senior leadership
- Lead cross-functional and enterprise initiatives that improve scalability, consistency, controls, and client experience across the retirement plan service model
- Partner with business, operations, compliance, distribution, technology, and vendor leaders to influence service model enhancements, remove friction, and improve end-to-end outcomes
- Ensure strong compliance with applicable IRS, DOL, FINRA, SEC, and state requirements; reinforce documentation standards, supervisory practices, and effective risk controls across the function
- Own a prioritized improvement roadmap to increase efficiency, reduce risk, and improve client and stakeholder experience; define expected benefits and monitor adoption and results
- Use data, trends, and stakeholder feedback to identify root causes, quantify impact, and inform decisions; implement sustainable improvements that reduce rework and strengthen execution
- Champion standardization, simplification, and automation; scale best practices across teams and adjacent functions to build a resilient, repeatable operating model
- Sponsor talent strategy across the function, including development planning, capability building, training readiness, and leadership growth aligned to future-state needs
- Represent the function in executive forums, client and advisor meetings, and strategic discussions as needed, serving as a senior voice for service, talent, and operational excellence
Skills
- 3+ years of experience in the retirement plan industry, including direct experience partnering with third-party recordkeepers on plan administration, service delivery, issue resolution, and operational coordination for complex retirement plans
- Must complete and pass the QKA certification within 12 months of hire (funded by EQH)
- Strong knowledge of retirement plan administration, relationship management, and client service practices supporting complex plans and high-value relationships
- Proven experience leading leaders and/or senior individual contributors, with demonstrated success building high-performing teams, strengthening accountability, and developing leadership capability
- Demonstrated ability to set strategy, translate business priorities into execution, and manage broad functional performance through clear governance and measurable outcomes
- Experience with organizational design, workforce planning, and capacity management in support of business growth, service quality, and operational efficiency
- Proven success influencing across cross-functional stakeholders, including business, operations, compliance, distribution, technology, and vendor partners
- Strong verbal and written communication skills with executive presence and the ability to present recommendations, insights, and decisions to senior leaders
- Strong analytical and business acumen, including experience using metrics, trends, and financial or operational data to inform priorities and decisions
- Ability to lead large-scale change, simplify processes, and shape a scalable operating model supported by technology, controls, and continuous improvement
- FINRA Series 6 and 63 registrations may be required depending on assignment and will be supported through established onboarding and licensing timelines (or ability to obtain within established timeframe, where permitted by policy)
- ASPPA Retirement Plan Fundamentals coursework
- Experience leading large-scale continuous improvement, transformation, or operational excellence initiatives in a client service or retirement plan environment
- Demonstrated success shaping service models, governance routines, or organizational structures to improve scalability and consistency
- Experience supporting distribution partners, advisors, and cross-functional stakeholders in driving retention, growth, and service strategy
- Advanced knowledge of IRS/DOL regulatory requirements, supervisory controls, and risk management practices in a retirement plan environment
Benefits
- Base salary increases
- Spot bonuses
- Short-term incentive compensation opportunities
- Medical
- Dental
- Vision
- 401(k) plan
- Paid time off
Company Overview