Team Lead, Client %26 Competitive Intelligence (Remote Possible)
Location: Charlotte, North Carolina
Internal Number: 220000CV
Team Lead, Client & Competitive Intelligence (Remote Possible) (220000CV)
Primary Location : UNITED STATES-NC-Charlotte
Other Locations : UNITED STATES-NY-New York, UNITED STATES, UNITED STATES-NY-SYRACUSE
Organization : Equitable
Schedule : Full-time
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?
Our mission is to help our clients secure their financial well-being so they can pursue long and fulfilling lives.
As an employer, Equitable is committed to creating an environment where our people feel comfortable bringing their true selves to work every day. We have been recognized and certified as a great place to work by the Great Place to Work Institute. We provide our employees with opportunities to move within our organization so they can grow their career and skills without ever having to leave Equitable.
Our aim is to become America's first fully Agile financial services company. By adopting new ways of working, we will further enhance the value we create for our clients and employees. We are creating an environment where cross-functional, multidisciplinary teams work independently under a clear set of strategic guidelines, applying Agile working methods to implement their missions. And in so doing, they promote a culture where team members are actively engaged and learning every day.
About Marketing at Equitable
The Marketing Center of Excellence plays a vital role in advancing Equitable's business, brand, and mission: to help our clients secure their financial well-being so they can pursue long and fulfilling lives. We start with always seeking to better understand, advocate for, and deliver on the needs of our clients and distribution partners. Our goal is to forge lifelong relationships with clients and advisors, delivering holistic solutions that instill financial confidence and help to achieve life goals.
More than 8,000 Equitable professionals have earned the trust of more than three million clients across all regions and professions. Individuals, families, teachers, small enterprises and institutions turn to us for help with advice, protection, retirement and investment management. To learn more about Equitable, please visit www.equitable.com.
Equitable associates are distributed across the country; full-time work-from-home candidates are welcome. Our work environment is exemplary in its flexibility, transparency, empowerment, and inclusivity, making it ideal for candidates from all industries and professional backgrounds.
The Team Lead of Client and Competitive Intelligence is key to the transformation strategy for Equitable' s Marketing COE. Through talent development, process design, and technology, this leader will build, advance and operationalize our strategic insights and analytics capabilities, enabling us to track, measure, and inform data-driven tactics and strategies.
The Team Lead will co-create the team's vision and goals with the Squad, and will proactively guide the Squad towards these goals, building the foundation to establish a test-and-learn culture that entails MVP delivery, innovation, frequent engagement with customers and stakeholders, and continuous iteration.Key areas of strategic focus include:
Evaluation of marketing needs against current data capabilities, partnering with Marketing Enablement and Front-End Technology on the development of a roadmap toward a modern, intelligent marketing activation and insights model
Establish and advance marketing measurement and attribution capabilities, building better optimization capabilities for tactics and campaigns as well as enabling the ability to better inform the COE and the business on the impact of marketing investment - this includes the measurement and monitoring of marketing programs/campaigns across channels and advertising to assess and effectiveness at all stages of the funnel and life cycle.
Build the Marketing COE's data science capabilities and advance mindsets to be more predictive with a multi-attribution model to effectively measure and operationalize greater business impact.
Assess and measure the competitive landscape including trends, emerging players and other industry change.
Oversee customer insights and behaviors positioning with deep market research and recommendations, build capability to integrate market research insights with analytics outputs to provide a complete picture of the customer
Establish standards and governance for market research, measurement, and analytics processes and reporting deliverables, accounting for the needs of key stakeholders
This position reports to Equitable' s Chief Marketing Officer and serves as part of the Marketing Leadership Team.
Co-creation of vision and goals, defining the Team Mission and Objectives & Key Results (OKRs) that will serve as the North Star
Build efficient models and methods for gaining on-going client & advisor insights, balancing enterprise-wide strategic insights with insight needs of LOB and product leaders.
In partnership with Marketing COE Data Management and MarTech lead, develop data & digital ecosystem, including broad knowledge of where data is housed, how it may be accessed for marketing purposes, and where data gaps may exist.
Lead strategic roadmap for prioritizing outstanding Marketing activation and measurement data needs and addressing them in a cost-effective manner, including development of new internal and external data capabilities.
Implement consistent, compelling cadence for marketing reporting, including overall client & advisor success and opportunities, as well as campaign-based analytics.
Advance our capabilities for applied analytics--how data and insights should shape our collective strategies--and serve as a trusted source of new solutions.
Acting as the voice of the customer, creating a culture of customer obsession and encouraging continuous feedback loops from customers and stakeholders
Owning the team Backlog, including building the Backlog and consistently prioritizing the Backlog based on customer and business value
Owning the team performance, including tracking and measuring the team's performance health through defined set of metrics
Playing an active role in the implementation of NWOW principles and leading agile Ceremonies such as daily prioritization sessions, team retros and team reviews
Coaching and upskilling members on how to navigate their career journey and master their craft
Experience in managing the backlog, prioritizing value based on understanding customers, tracking value
Experience in facilitating agile ceremonies, managing a backlog, tracking team level metrics, removing blockers
Mindset and behaviors:
A curious entrepreneurial spirit - an out of the box thinker who can design and drive strategy, and figure out how to successfully achieve goals with finite resources
A keen interest in building and scaling capability, with an eye to the establishment of process and templates to enable resource efficiency
Passion to challenge the status quo and find new solutions - loves and embraces change
Ability to navigate complex organizational structures
Belief in a non-hierarchical culture of collaboration, transparency, safety, and trust
Readiness to empower others to fail, learn, and grow
Skills required to ensure success include:
Business 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.
Customer Analytics: Knowledge of technologies, techniques and practices for the evaluation of customer data; ability to analyze customer activity and demographic data for the purpose of predicting future customer behaviors and trends.
Key Performance Indicators: Knowledge of business metrics and Key Performance Indicators (KPIs) and ability to use strategies and tools for defining and measuring progress toward goals.
Knowledge of Customers: Knowledge of various types of customers and ability to analyze customer activities, profiles and information.
Marketing Strategy and Positioning: Knowledge of market research, segmentation, and channels; ability to use business models to develop and implement marketing strategies, objectives, and tactics as well as establishing a communications plan.
Search Engine Optimization(SEO): Knowledge of methods, tools and technologies used in search engine optimization (SEO); ability to improve rankings and drive traffic on websites optimizing search engines.
Web Analytics: The knowledge of web analytics; ability to measure, collect, analyze, and report internet data for purposes of understanding and optimizing web usage.
Diversity, Equity and Inclusion: Demonstrates a commitment to Diversity, Equity and Inclusion by treating everyone with respect and dignity, ensuring all voices are heard and advocating for change.
Proven knowledge and experience with data analysis and science
Research and interpretation
Strong collaboration with other Teams and Squads in the Tribe
Proven leadership and team building skills
Strong communication and storytelling skills, with comfort in speaking with business stakeholders
Broad knowledge of digital marketing, campaign and media strategy
Strong problem solving with ability to manage and lead the team to push the solution and progress
Strong relationship and client management skills with internal and external partners.
A proven ability to work cross-functionally and effectively within large, complex, evolving organizations, including at the executive level
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 purpose.
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.
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 .