Equitable is one of America’s leading financial services companies. Founded originally in 1859, the company’s mission is to help clients secure their financial well-being with advice, protection and retirement strategies for individuals, families and small businesses.


Finance

Equitable

Equitable's headquarters in New York, NY, United States

This department focuses on driving sales and growth initiatives for the Registered Investment Advisor sector.

RIA Sales

This department provides expert financial advice and consultation to individuals and businesses to optimize their financial health and investment strategies.

Financial Services

This department focuses on overseeing and directing regional sales strategies and initiatives to drive business growth.

Sales Leadership

This department is responsible for providing assistance and resources to enhance the sales process and improve client engagement.

Sales Support

This department focuses on overseeing corporate compensation strategies and ensuring adherence to compliance and policy standards.

Compensation and Compliance

The Leadership Team at Equitable is responsible for setting the strategic direction and overall vision of the company, ensuring alignment with its mission to enhance clients' financial well-being. This cross-functional group, comprising executives from diverse areas such as finance, operations, risk management, and innovation, collaborates to drive growth, foster inclusivity, and implement effective strategies across the organization. Their collective expertise informs decision-making that shapes the future of Equitable in the competitive financial services landscape.

Leadership Team

This department focuses on analyzing and managing risks through statistical methods and financial modeling, specifically in the insurance and reinsurance sectors.

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Other teams

Financial Services

Sales Leadership

Sales Support

Compensation and Compliance

Leadership Team

Actuarial Services