Team Lead, Platinum Retirement Plan Account Management (HYBRID or REMOTE)

About The Role At Equitable, we help clients secure their financial well-being so they can pursue long and fulfilling lives. Team Lead, Platinum Retirement Plan Account Management (RPAM) – lead and develop the Retirement Plan Account Management function, providing strategic direction, operating discipline, and people leadership across a team responsible for retaining and growing plan sponsor and advisor relationships within Group Retirement. 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. Required Qualifications 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. Preferred Qualifications 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. Key Skills Client Relationship Management – ability to address critical client issues and maintain engaged partnering relationships. Continuous Learning – commitment to seek feedback and improve performance. Customer Support – understanding of marketplace trends and ability to predict customer support directions. Listening – ability to gather, clarify, and apply information received verbally. Problem Solving – knowledge of tools and techniques for recognizing, anticipating, and resolving organizational problems. Relationship Building – creating positive relationships within the team and valuing others’ contributions. Staff and Career Development – knowledge of learning resources and ability to address development needs of individuals and teams. Compensation and Benefits The base salary range for this position is $105,000 - $120,000 . Actual base salaries vary based on skills, experience, and geographical location. Equitable provides compensation to reward performance with base salary increases, spot bonuses, and short‑term incentive compensation opportunities, depending on level and functional area. Equitable offers a full range of benefits, including medical, dental, vision, a 401(k) plan, and paid time off. For detailed benefit descriptions, please refer to the Equitable Total Rewards Program. Work Arrangement This position offers a flexible work schedule: it may be fully remote or hybrid. If located near one of our offices (e.g., Charlotte, NC; New York, NY; Syracuse, NY), a hybrid schedule with 2–3 days on‑site per week is expected. Location Primary location: United States – NC – Charlotte. Other locations: United States – Remote, United States – NY – Syracuse. Schedule Full‑time Equal Opportunity Employer 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 View phone number on click.appcast.io or email us at View email address on click.appcast.io. #J-18808-Ljbffr Equitable Services