Business Transformation Specialist (HYBRID)

Primary Location: UNITED STATES-NC-Charlotte

Other Locations: UNITED STATES-NY-New York, UNITED STATES-NY-Syracuse

Organization: Equitable

Schedule: Full-time

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.

Equitable is looking for a Business Transformation Specialist to be a dynamic team member to join our Ways of Working team. This team is responsible for creating and evolving our new operating model by building the capabilities, leadership practices and execution disciplines required to achieve enterprise aspirations and unlock potential. As a team member, you will leverage Objectives & Key Results (OKRs), Agile methodologies, and empowerment methodologies to define and solve business problems as part of our enterprise Ways of Working, translating solutions into practical tools, actions, and measurable outcomes.

The Ways of Working team is one of several teams within the Innovation & Design Office (IDO). The IDO is an experienced group of internal consultants who enhance productivity and optimize ways of working across the enterprise.

What You’ll Be Doing

• Launch Ways of Working (WOW) Strategy/Framework: Plan, deploy, communicate, and scale practices across the enterprise

• Leadership & Team Enablement: Develop leaders and teams through coaching, consulting, facilitation, and capability-building programs that improve execution and organizational effectiveness

• Transformation & Performance Acceleration: Partner with business areas to analyze data/insights and apply WOW practices and implement improvements that strengthen prioritization, collaboration, agility, productivity, and measurable outcomes

• Build/Enhance WOW Content & Toolkits: Create and maintain frameworks, playbooks, learning assets, templates, tools, and practical guidance

• Adoption & Activation: Partner with leaders and teams to embed Ways of Working into day-to-day business practices, reinforce behavior change, gather feedback and identify opportunities to improve adoption and impact.

• Enterprise WOW Strategy: Define, maintain, and continuously improve the WOW framework, standards, practices, and maturity model.

• Execution & Follow-through: Own defined workstreams from planning through delivery, including preparing materials, coordinating stakeholders, tracking actions and milestones, resolving issues, and following through on commitments.

What We're Looking For

An outcome-driven problem solver who:

• Takes ownership of assigned workstreams and maintains a strong focus on measurable results

• Approaches ambiguous problems with curiosity, structure and sound judgment

• Looks beyond symptoms to identify root causes, insights and practical next steps

• Uses data, research and stakeholder input to develop well-supported recommendations

• Perseveres through challenges and organizational roadblocks while escalating decisions appropriately

A builder who:

• Enjoys turning ideas into tangible processes, tools, prototypes, analyses or implementation plans

• Can translate concepts into clear, practical solutions that stakeholders can use

• Is comfortable learning and applying technology, automation and generative AI to simplify work

• Tests, learns and iterates rather than waiting for perfect information

This position offers a hybrid work schedule, with an on–site presence of 3 days per week combining flexibility with team collaboration.

The base salary range for this position is $65,000 - $90,000. 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

Required Qualifications:

• Bachelors Degree

• 2+ years working in a dynamic culture (Agile work management, Design Thinking problem solving, OKR goal setting, Process re-engineering).

• Organize, facilitate, engage and deliver engaging content that drives knowledge retention, skill development, and participant engagement.

• Working knowledge of modern business operations and change management.

• Proven collaborative problem solver and skills to communicate complex ideas effectively.

• Demonstrated facilitation, coaching and consulting skills, with the ability to translate Ways of Working concepts (or similar) into practical actions for leaders and teams.

• Passion for solving business problems using a combination of WOW practices and principles.

• Ability to influence senior leaders and individuals in the company to continuously discover ways to improve productivity, effectiveness and business performance, aligned to our leadership values.

• Expert communicator – communicates clearly, succinctly and effectively to stakeholders at all levels.

• Ability to work across teams in a collaborative, fast-moving culture without compromising quality.

Preferred Qualifications:

• Experience working within financial services industry.

• Experience training and coaching people with change management.

• Experience mining talent data for insights and targeted solutions.

• Established interpersonal skills, maturity and good judgment.

• Reliable with effective prioritization skills and a clear focus on results.

• Self-starter and comfortable interacting up, down and across the organization.

• Demonstrated experience at driving enterprise transformations from design to implementation.

• Experience influencing senior leaders and individuals in the company to continuously discover ways to improve productivity, effectiveness and business performance, aligned to our leadership values.

Skills

Data Gathering and Reporting: Knowledge of tools, techniques and processes for gathering and reporting data; ability to practice them in a particular department or division of a company.

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 Administration: Knowledge of project administration best practices and ability to use organizational strategies, practices and tools for administering projects.

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.

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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.