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[Remote] Program Manager, Advisor Journey

Remote Full-time Now Hiring

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

  • Equitable provides consulting services to secure the financial well-being and retirement strategies for individuals and families. It was founded in 1859, and is headquartered in New York, New York, USA, with a workforce of 5001-10000 employees. Its website is https://equitable.com/.
  • Company H1B Sponsorship

  • Equitable has a track record of offering H1B sponsorships, with 7 in 2026, 31 in 2025, 18 in 2024, 26 in 2023, 37 in 2022, 20 in 2021, 12 in 2020. Please note that this does not guarantee sponsorship for this specific role.