Equitable
Equitable is seeking a Client Relationship Specialist – Implementation to join its Group Benefits team, focusing on delivering a best-in-class onboarding experience for new clients. This role involves translating client requirements into internal systems, managing the end-to-end implementation lifecycle, and serving as the primary point of contact for advisors and clients. The specialist will collaborate with internal teams to ensure accurate plan installation, mitigate risks, and support complex group implementations.
Equitable is a U.S. financial services company that provides life insurance, annuities, retirement solutions, and workplace benefits for individuals, employers, and financial professionals. It distributes products and advisory services through a network of financial professionals and digital channels, offering planning tools, account support, and resources for retirement readiness. Equitable emphasizes long-term financial security by combining insurance protection, investment solutions, and personalized guidance, reflecting its legacy of helping people look forward with courage, strength, and wisdom.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
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Equitable didn’t post a salary, so this is our estimate from similar listings.