[Remote] Program Manager, Advisor Journey
Note: The job is a remote job and is open to candidates in USA. Equitable helps clients secure their financial well-being and supports the development of its advisors and field leaders. The Program Manager will independently plan, coordinate, and execute high-visibility advisor and leadership-development programs, managing stakeholders, timelines, communications, logistics, budgets, and continuous improvement.
Responsibilities
- Partner with senior leaders and key stakeholders to define program objectives, success measures, audience needs, and learning outcomes aligned to the Advisor Journey
- Independently manage multiple programs at once, translating priorities into integrated project plans and keeping timelines, deliverables, risks, and stakeholders aligned
- Lead end-to-end program development activities, from upfront planning and curriculum coordination through delivery, feedback analysis, and post-program refinement
- Build strong partnerships with field leaders, advisory councils, facilitators, and home office partners to ensure programs reflect field priorities and drive practical application
- Contribute to the design, delivery, and continuous improvement of advisor growth and leadership-development programming, using participant feedback and business priorities to strengthen outcomes
- Own key components of the Elite & Emerging Leaders experience, including curriculum coordination, speaker readiness, participant communications, and execution appropriate for an executive audience
- Support field calls and sessions across the portfolio, including the Masters Institute
- Shape agendas and session flows that support clear learning objectives, strong engagement, reflection, discussion, and practical application
- Prepare internal and external speakers by clarifying objectives, coordinating materials, managing run-of-show expectations, and ensuring each session is aligned and engaging
- Serve as a trusted point of contact for speakers, facilitators, participants, and partners before, during, and after each program
- Manage program budgets, expenses, vendor coordination, and execution details to support consistent, high-quality development experiences
Skills
- 5+ years of experience in program management, learning & development, field enablement, coaching, facilitation, or a related discipline
- Strong stakeholder-management skills, including the ability to influence without authority, anticipate needs, resolve ambiguity, and keep cross-functional partners aligned
- Demonstrated ability to support or facilitate development programs for professional, field, or leadership audiences
- Professional presence and communication skills, with confidence engaging senior leaders, field partners, speakers, and participants
- Ability to manage multiple priorities independently in a fast-paced environment while maintaining attention to detail and quality
- Willingness to travel 5+ times per year
Benefits
- Remote work schedule
- Base salary increases to reward performance
- Spot bonuses
- Short-term incentive compensation opportunities
- Growth and internal mobility
- Comprehensive compensation and benefits to support overall well-being
- Flexibility
- A culture of collaboration and teamwork
Company Overview
Company H1B Sponsorship