Equitable Advisors
Senior Project Manager – Business Development Team
Equitable Advisors, Charlotte, North Carolina, United States, 28245
Overview
Senior Project Manager – Business Development Team (250000H8)
Senior Project Manager – Business Development Team (250000H8)
Primary Location UNITED STATES-NC-Charlotte
Other Locations Organization Equitable
Schedule Full-time
Description
At Equitable, our power is in our people. We are a diverse team that leverages differences to strengthen our communities and drive good. You will work with dynamic colleagues, build skills, and contribute to new ways of working. Are you ready to join an organization that unlocks potential?
Position Summary:
We are seeking a dynamic and strategic Senior Project Manager to join our Business Development team, helping to drive expansion in EXP recruiting and onboarding, practice acquisition, succession, and M&A. This role drives our most important strategic initiatives from concept to execution. The ideal candidate thrives in a fast-paced environment, is highly organized, and excels at cross-functional collaboration.
Key Job Responsibilities
Lead Strategic Initiatives: Take ownership of high-impact business development projects, leading them from ideation through implementation and delivery.
Project Execution: Develop and manage project timelines, deliverables, and success metrics to ensure on-time and on-budget execution of initiatives.
Cross-Functional Collaboration: Work closely with Marketing, Sales, Finance, Operations, Product, and Legal to align efforts, uncover dependencies, and ensure unified execution.
Program Design & Overview: Build comprehensive project and program overviews, including business cases, implementation roadmaps, resource plans, and risk assessments.
Leadership & Influence: Drive progress, remove roadblocks, manage stakeholders, and maintain accountability without direct authority.
Executive Communication: Prepare and present concise updates, strategic briefings, and recommendations to senior leadership.
Continuous Improvement: Analyze past project performance and identify opportunities to improve process efficiency, scalability, and execution quality.
The base salary range for this position is $100,000 - $125,000. 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.
Qualifications
7+ years of project or program management experience, ideally in business development, corporate strategy, or a related function.
Proven ability to manage complex, multi-departmental projects with a track record of successful outcomes.
Strong business acumen and strategic thinking skills.
Exceptional communication, interpersonal, and influencing skills.
Preferred Qualifications
PMP or similar certification is a plus.
Experience in high-growth or transformation environments.
Background in consulting, investment banking, corporate development, or strategic planning is a bonus.
Skills
Agile Project Management:
Knowledge of effective agile project management strategies and tactics; ability to plan, organize, monitor, and control projects, ensuring efficient utilization of technical and administrative resources to achieve project objectives.
Cross-functional Collaboration:
Knowledge of collaborative techniques; ability to promote a culture of continuous improvement and working together across functions to solve business problems and meet goals.
Effective Communications:
Understanding of effective communication concepts, tools and techniques; ability to transmit, receive, and interpret ideas and needs clearly.
Managing Multiple Priorities:
Ability to manage multiple concurrent objectives, projects, groups, or activities and prioritize effectively.
Project Management:
Knowledge of project management strategies and tactics; ability to plan, organize, monitor, and control projects to achieve objectives.
About Equitable At Equitable, we’re a team of thousands dedicated to helping clients secure their financial well-being so 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 be a force for good in their communities. We invest in our people with growth opportunities, internal mobility, and comprehensive compensation and benefits to support well-being, flexibility, and collaboration.
We are looking for talented, dedicated, purposeful people who want to make an impact. Join Equitable and pursue a career with purpose.
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 TalentAcquisition@equitable.com.
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Senior Project Manager – Business Development Team (250000H8)
Primary Location UNITED STATES-NC-Charlotte
Other Locations Organization Equitable
Schedule Full-time
Description
At Equitable, our power is in our people. We are a diverse team that leverages differences to strengthen our communities and drive good. You will work with dynamic colleagues, build skills, and contribute to new ways of working. Are you ready to join an organization that unlocks potential?
Position Summary:
We are seeking a dynamic and strategic Senior Project Manager to join our Business Development team, helping to drive expansion in EXP recruiting and onboarding, practice acquisition, succession, and M&A. This role drives our most important strategic initiatives from concept to execution. The ideal candidate thrives in a fast-paced environment, is highly organized, and excels at cross-functional collaboration.
Key Job Responsibilities
Lead Strategic Initiatives: Take ownership of high-impact business development projects, leading them from ideation through implementation and delivery.
Project Execution: Develop and manage project timelines, deliverables, and success metrics to ensure on-time and on-budget execution of initiatives.
Cross-Functional Collaboration: Work closely with Marketing, Sales, Finance, Operations, Product, and Legal to align efforts, uncover dependencies, and ensure unified execution.
Program Design & Overview: Build comprehensive project and program overviews, including business cases, implementation roadmaps, resource plans, and risk assessments.
Leadership & Influence: Drive progress, remove roadblocks, manage stakeholders, and maintain accountability without direct authority.
Executive Communication: Prepare and present concise updates, strategic briefings, and recommendations to senior leadership.
Continuous Improvement: Analyze past project performance and identify opportunities to improve process efficiency, scalability, and execution quality.
The base salary range for this position is $100,000 - $125,000. 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.
Qualifications
7+ years of project or program management experience, ideally in business development, corporate strategy, or a related function.
Proven ability to manage complex, multi-departmental projects with a track record of successful outcomes.
Strong business acumen and strategic thinking skills.
Exceptional communication, interpersonal, and influencing skills.
Preferred Qualifications
PMP or similar certification is a plus.
Experience in high-growth or transformation environments.
Background in consulting, investment banking, corporate development, or strategic planning is a bonus.
Skills
Agile Project Management:
Knowledge of effective agile project management strategies and tactics; ability to plan, organize, monitor, and control projects, ensuring efficient utilization of technical and administrative resources to achieve project objectives.
Cross-functional Collaboration:
Knowledge of collaborative techniques; ability to promote a culture of continuous improvement and working together across functions to solve business problems and meet goals.
Effective Communications:
Understanding of effective communication concepts, tools and techniques; ability to transmit, receive, and interpret ideas and needs clearly.
Managing Multiple Priorities:
Ability to manage multiple concurrent objectives, projects, groups, or activities and prioritize effectively.
Project Management:
Knowledge of project management strategies and tactics; ability to plan, organize, monitor, and control projects to achieve objectives.
About Equitable At Equitable, we’re a team of thousands dedicated to helping clients secure their financial well-being so 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 be a force for good in their communities. We invest in our people with growth opportunities, internal mobility, and comprehensive compensation and benefits to support well-being, flexibility, and collaboration.
We are looking for talented, dedicated, purposeful people who want to make an impact. Join Equitable and pursue a career with purpose.
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 TalentAcquisition@equitable.com.
#J-18808-Ljbffr