Equitable · 1 month ago
Team Member, Strategic Innovation Group (HYBRID)
Equitable is America’s first fully Agile financial services company, focused on harnessing strategic innovation for growth and efficiency. The Strategic Innovation Group team member will work on process re-engineering, corporate innovation, and low-code application development, collaborating with stakeholders to create impactful solutions.
BankingConsultingFinancial Services
Responsibilities
Create clear, structured, and visually stunning PowerPoint documents
Conduct quantitative analysis and/or consolidate data through Excel
Build low-code applications with automated workflows through Microsoft Power Platform
Conduct competitive research with the aid of generative AI tools
Help more senior members of the team write compelling and interesting memos to executives
Support facilitation of group learning sessions with internal stakeholders
Help the team to document and organize information, from consistent note-taking to folder structuring
Knowledge of statistics, hypothesis-driven problem-solving, finance industry and economics
Qualification
Required
Bachelors degree
0-2 years of experience working within financial services, insurance and/or consulting firms
Established experience creating PowerPoint presentations
Preferred
Comfortable partnering with senior level management
Ability to manage multiple projects/tasks with emphasis on time management
Experience working in an NWOW-like culture (Agile work management, Design Thinking problem solving, OKR goal setting, Adaptive Leadership, Process reengineering)
Adequate grasp of Equitable business acumen (e.g., how Equitable makes money, different Equitable business lines)
Benefits
Medical
Dental
Vision
A 401(k) plan
Paid time off
Company
Equitable
Equitable provides consulting services to secure the financial well-being and retirement strategies for individuals and families.
Funding
Current Stage
Late StageLeadership Team
Recent News
MarketScreener
2025-11-04
2025-10-27
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