Digital Onboarding Manager
Posted on: November 23, 2021
At Equitable, our power is in our people.
We're individuals from different cultures and backgrounds. Those
differences make us stronger as a team and a force for good in our
communities. Here, you'll work with dynamic individuals, build your
skills, and unleash new ways of working and thinking. Are you ready
to join an organization that will help unlock your potential?
This position is responsible for assisting our branches with the
hiring of new financial professionals joining the firm and
providing system access. Ideal candidates must have excellent
verbal and written communication skills and should feel comfortable
working in a fast-paced, deadline-driven environment. This position
will provide additional support functions to the Digital
--- Oversee the onboarding and system access of all new financial
professionals joining Equitable Advisors through the Preliminary
--- Work with our Branch Management Team and Branch Licensing
Coordinators to identify the individuals and the potential start
--- Assist in refining the new hire onboarding process.
--- Oversee the new hire IMAC process to ensure all system access
is provided in the appropriate timeframe.
--- Communicate the status of new hire system access to the Branch
--- Verify the new hire has system access, email access and is able
to enroll their mobile device.
--- Maintain tracking system with all new hires.
--- Oversee the day to day processing of eSignature requests
--- Handle all system access and Service Now tickets related to
--- Monitor all DocuSign failed requests and manually send the
document to the appropriate Equitable Service Center.
--- Provide DocuSign one on one training with the end users.
--- Other duties and responsibilities may be required and/or
assigned as necessary.
Skills required to ensure your success include:
Knowledge of Product Line: Knowledge of methodologies, tools and
techniques for specific products; ability to develop product line
processes and strategies.
Planning and Organizing: Knowledge of the process of planning and
arranging tasks and resources; ability to plan and organize both
time and resources to get things completed while structuring and
maintaining work in a systematic and highly methodical way.
Relationship Building: Knowledge of the importance of creating
positive relationships within the team and ability to develop
trusting relationships by valuing others' concerns and
--- 3 - 5 years related experience
--- NASD Series 6 or 7 Preferred (not required)
--- College Degree Preferred
--- Skilled in Microsoft Word and Excel
--- Positive attitude
--- Ability to quickly learn industry details and software
At Equitable, we're a team of over ten thousand strong; 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
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
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.
Keywords: Equitable, Syracuse , Digital Onboarding Manager, Executive , Syracuse, New York
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