About the RoleEquitable is seeking an experienced and dynamic
Head of Advisor Training & Development to join our Wealth Management team. In this role you will establish and lead the enterprise strategy for advisor and field leader training, development, education, and coaching across the advisor journey.
This leader will integrate advisor development, curriculum strategy, training operations, coaching programs, learning platforms, and analytics into a cohesive development ecosystem that drives advisor growth and business outcomes. The role will partner closely with field leadership, the Honor Guard, NAF, EAG, and other key stakeholders to ensure development offerings remain relevant, scalable, and impactful.
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. You will have up to
25% travel for program, field or business needs plus periodic office visits to keep fully engaged with your team.
What You'll Be DoingResponsibilitiesEnterprise Advisor Development Strategy- Establish and lead the enterprise strategy, roadmap, and governance framework for advisor and field leader training, development, education, and coaching across the advisor journey.
- Oversee the full advisor development portfolio, ensuring programs, resources, and investments align to business priorities, field needs, and long-term capability objectives. Programs currently span advisor development, leadership development, practice management, coaching, and professional development experiences.
- Evaluate, enhance, scale, redesign, or retire development offerings based on business outcomes, participant feedback, field input, and performance insights.
- Serve as the senior advisor to business and field leadership on advisor capability, development strategy, organizational readiness, and the future direction of advisor learning and coaching.
Advisor Learning & Coaching Programs- Lead the strategy and evolution of key development programs, including advisor bootcamps, DSF development, ESF development, and leadership development.
- Partner with the Honor Guard, NAF, EAG, and field leaders to refine curriculum and learning experiences.
- Partner with EAG on the strategy and evolution of producer group coaching.
- Establish a scalable train-the-trainer model that equips leaders and coaches to consistently deliver development experiences.
- Ensure programs drive meaningful capability development, adoption, and business impact.
Training Operations & Analytics- Provide strategic oversight of learning operations, platforms, curriculum deployment, and training infrastructure.
- Leverage analytics to measure effectiveness, identify capability gaps, and guide future investment decisions.
- Establish performance metrics and reporting that demonstrate the impact of training and development programs.
- Ensure operational excellence and scalability across advisor development initiatives.
Leadership & Stakeholder Management- Lead and develop a high-performing team responsible for advisor development, training operations, and program execution.
- Build strong partnerships with senior leaders, field leadership, and cross-functional stakeholders.
- Influence organizational priorities and secure alignment across multiple business groups.
- Foster a culture of accountability, innovation, continuous learning, and execution excellence.
The
total targeted compensation range for this position is
$280,000 - $321,500. Total compensation and 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
QualificationsWhat You Will Bring- Bachelor's degree or equivalent combination of education and relevant professional experience.
- 10+ years experience leading advisor, sales, leadership, or professional development strategies within a large, distributed organization.
- Proven success leading complex portfolios of learning, coaching, training, or field enablement programs.
- Deep expertise in learning strategy, curriculum development, coaching methodologies, and organizational capability building.
- Exceptional executive presence with the ability to influence senior stakeholders and drive enterprise-wide initiatives.
- Experience leveraging data and analytics to measure effectiveness and make strategic investment decisions.
- Demonstrated ability to lead through leaders, build high-performing teams, and drive large-scale organizational impact.
SkillsBusiness Acumen: Knowledge of business concepts, tools, and processes that are needed for making sound decisions in the context of the company's business; ability to apply this knowledge appropriately to diverse situations.
Coaching Others: Knowledge of coaching and mentoring concepts and methods; ability to encourage, motivate, and guide individuals in learning and improving effectiveness.
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.
Group Facilitation: Knowledge of group facilitation best practices and ability to design and facilitate a group process, elicit contributions from group members, stimulate a focused group discussion, and achieve a desired outcome.
Knowledge of Organization: Knowledge of the organization's vision, structure, culture, philosophy, operating principles, values, and code of ethics; ability to understand the value of aligning capabilities with business goals to support optimal performance.
Training Needs Analysis: Knowledge of tools, techniques and methods of training needs analyses; ability to identify what people need to learn for successful individual and organizational performance.
Training Programs Management: Knowledge of processes and procedures of training programs management; ability to design, implement, evaluate and develop an organization's training programs to achieve high business performance.
