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Director, Product & Marketings

Posted on Jun 1, 2020 by AXA Advisors

Charlotte, NC 28201
Immediate Start
Annual Salary

The Broker Dealer Director of Product and Marketing will oversee a team that consists of Broker Dealer investment and third party insurance product relationship managers, including the marketing and communications function for these products. The individual must be able to set business goals, provide leadership and motivate staff.


o Sets overall direction for the team

o Responsible for managing third party product relationships

o Oversee new and existing product due diligence

o Product offering profitability

Product and Relationship Management:

o Directly manage all aspects of the relationship, from products to business plans with larger and/or more complex strategic partner firms.

o Work closely with all other functional areas such as Operations, Legal/Compliance, and IT.

o Develop and manage business plans for all products, including alternative Investments.

o Work with strategic partners to identify opportunities to increase sales within Equitable Advisors retail channel

o Serve as subject matter expert in specific broker/dealer product offerings.

o Manage the Partnership Program including the calculation, billing and collection of marketing support revenue.

o Maintain written supervisory procedures (WSP) related to team functions.

o Oversee due diligence of new and existing products.

o Prepare and present to Equitable Advisors Product Review Committee.

Marketing and Communications:

o Working with third party sponsors and legal team to negotiate new marketing support arrangements.

o Oversee the budget, resources and strategic direction for educational conferences.

o Provide guidance to team on planning larger meetings, including creating registration website, signage, event app, draft invoices, shipping, creating videos, ordering prizes and raffles etc.

o Broker Dealer Emails: Responsible for approving content and distribution of key information for both large groups and targeted communication for smaller audiences.

o Marketing Materials: Oversight of content and updating/reviewing and approving materials.


10+ years of relevant experience.

Bachelors Degree required.

Superior knowledge of insurance products, alternative investments, mutual funds, investment advisory products and general securities.

People management - experience leading a small to medium-sized team (5-10 people)

Superior communication skills (written and verbal).

Superior project management expertise.

Superior knowledge of marketing concepts.

Superior knowledge of regulatory requirements.

FINRA License Series 7, Series 24 and Series 66 or (Series 63 and 65) or obtain within 1 year.

Strong Microsoft office skills required, specifically Word, Excel and Power point.

About Equitable
We have been providing stability and reliability to our clients since 1859 to help them live their lives with confidence, to give them peace of mind, and enable them to realize their dreams for their loved ones and their legacy.

As an employer, Equitable is committed to creating an environment where everyone feels completely comfortable bringing their true selves to work every day. Equitable has been recognized and certified as a great place to work by the Great Place to Work Institute.

We provide our employees opportunities to move within our organization so they can grow their career and skills without ever having to leave Equitable. Almost 40% of our open jobs are filled with current employees.

In addition to competitive compensation and an outstanding benefits package including 401(k) and medical programs, we offer the opportunity for continued professional development in a congenial corporate environment.

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.

Reference: 895483485

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