Question
Full-time
Remote
10+

Senior Project Manager – Business Development Team (HYBRID OR REMOTE)

5/3/2026

The Senior Project Manager will lead high-impact business development initiatives from ideation through to implementation and delivery. They will collaborate across departments to manage project timelines, resources, and risks while providing strategic updates to senior leadership.

Salary

110000 - 145000 USD

Working Hours

40 hours/week

Company Size

5,001-10,000 employees

Language

English

Visa Sponsorship

No

About The Company
We support your focus as a financial advisor Not every wealth management firm understands your need for independence and support. At Equitable Advisors, we let financial advisors focus on serving clients and scaling their business -on their terms. You get the resources of a leading national firm, supported by people in your local market, to help you build the practice you want. That's what we call supported independence. Equitable Advisors, LLC (NY, NY (212) 314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN), a broker-dealer // Equitable Advisors, LLC, an SEC-registered investment advisor. Equitable Network, LLC (Equitable Network Insurance Agency of CA, LLC.; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.) Equal Opportunity Employer - M/F/D/V. Retirement Benefits Group is a specialized division of Equitable Advisors. Important Information & Disclosures: https://equitable.com/social All messages, e-mail and other electronic individual and group communications sent to and received from this LinkedIn page are subject to capture, review and archive by Equitable Advisors and to possible production upon regulatory request for review. Please e-mail any comments or questions regarding this LinkedIn page to socialmedia@equitable.com. Never post your account/policy number, telephone number, and other secure or personal information, or trade instructions/requests. For customer service, please visit: equitable.com/support. Please click here to read more important information and disclosures regarding your connection to this LinkedIn page and use of its features: Equitable.com/social Equitable Advisors, Equitable Network, are affiliated companies and do not provide tax or legal advice. Representatives may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. GE-6372152.1 (3/24) (Exp. 3/26)
About the Role

About the Role

At Equitable, we help clients secure their financial well-being so they can pursue long and fulfilling lives- a mission we’ve honed since 1859.  

We are seeking a dynamic and strategic Senior Project Manager to join our Business Development team, helping to drive our expansion on EXP recruiting and onboarding, practice acquisition, succession, and M&A. This role is critical in driving 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.

What You’ll Be Doing

  • Lead Strategic Initiatives: Take ownership of high-impact business development projects, leading them from ideation through to 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 teams across the organization—such as 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: Act as a central driver of progress, removing roadblocks, managing stakeholders, and maintaining 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.
     

     

This position offers a flexible work schedule: it may be fully remote/hybrid. If you are 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 to foster collaboration and connection.

The base salary range for this position is $110,000 - $145,000. 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.

Equitable Pay and Benefits: Equitable Total Rewards Program

 



What You Will Bring

  • Bachelor’s degree required.
  • 7 to 10+ years of project or program management experience, ideally in the business development or corporate strategy space.
  • Ability to drive and execute high-level initiatives.
  • Proven ability to manage complex, multi-departmental projects with a track record of successful outcomes.
  • Extensive experience working with large companies on strategic projects under tight deadlines.
  • 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 and approaches; ability to promote a culture of continuous improvement and working together across functions to solve business problems and meet business goals.

Effective Communications: Understanding of effective communication concepts, tools and techniques; ability to effectively transmit, receive, and accurately interpret ideas, information, and needs through the application of appropriate communication behaviors.

Managing Multiple Priorities: Knowledge of effective self-management practices; ability to manage multiple concurrent objectives, projects, groups, or activities, making effective judgments as to prioritizing and time allocation.

Project Management: Knowledge of effective 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.
 

About Equitable 

At Equitable, we’re a team committed to helping our clients secure their financial well-being so that 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 become a force for good at Equitable and in their local communities. 
 
We are continuously investing in our people by offering growth, internal mobility, comprehensive compensation and benefits to support overall well-being, flexibility, and a culture of collaboration and teamwork. 
 
We are looking for talented, dedicated, purposeful people who want to make an impact. Join Equitable and pursue a career with purpose.  Click Careers at Equitable to learn more. 

**********

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 us at TalentAcquisition@equitable.com

 

Key Skills
Project managementStrategic planningBusiness developmentCross-functional collaborationStakeholder managementRisk assessmentAgile project managementBusiness acumenCommunicationInfluencing skillsProgram designProcess improvementResource planningStrategic briefingsExecution
Categories
Management & LeadershipFinance & AccountingConsultingSales
Benefits
MedicalDentalVision401(k) planPaid time off
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