Senior Project Manager – Business Development Team

Senior Project Manager – Business Development Team

Join Equitable as a Senior Project Manager to lead strategic initiatives and drive our business development efforts.

We are seeking a dynamic and strategic Senior Project Manager to join our Business Development team, helping to drive our expansion on recruitment and onboarding, practice acquisition, succession, and M&A. This role is critical in driving our most important strategic initiatives from concept to execution. The ideal candidate thrives in a fast‑paced environment, is highly organized, and excels at cross‑functional collaboration.

• Lead strategic initiatives:
  Take ownership of high‑impact business development projects, leading them from ideation through to implementation and delivery.
• Project execution:
  Develop and manage project timelines, deliverables, and success metrics to ensure on‑time and on‑budget execution of initiatives.
• Cross‑functional collaboration:
  Work closely with Marketing, Sales, Finance, Operations, Product, and Legal to align efforts, uncover dependencies, and ensure unified execution.
• Program design & overview:
  Build comprehensive project and program overviews, including business cases, implementation roadmaps, resource plans, and risk assessments.
• Leadership & influence:
  Act as a central driver of progress, removing roadblocks, managing stakeholders, and maintaining accountability without direct authority.
• Executive communication:
  Prepare and present concise updates, strategic briefings, and recommendations to senior leadership.
• Continuous improvement:
  Analyze past project performance and identify opportunities to improve process efficiency, scalability, and execution quality.

The base salary range for this position is $100,000 - $125,000. Actual 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.

Equitable offers a comprehensive benefits package including medical, dental, vision, a 401(k) plan, and paid time off. For detailed descriptions of these benefits, please reference our benefits page.

• Bachelor’s degree required.
• 7+ years of project or program management experience, ideally in business development, corporate strategy, or a related function.
• Proven ability to manage complex, multi‑departmental projects with a track record of successful outcomes.
• Strong business acumen and strategic thinking skills.
• Exceptional communication, interpersonal, and influencing skills.

• PMP or similar certification is a plus.
• Experience in high‑growth or transformation environments.
• Background in consulting, investment banking, corporate development, or strategic planning is a bonus.

• Agile Project Management: Knowledge of effective agile strategies and tactics; ability to plan, organize, monitor, and control projects.
• Cross‑functional
  
  Collaboration:
  
  Ability to promote a culture of continuous improvement and working together across functions to solve business problems.
• Effective Communications: Ability to effectively transmit, receive, and accurately interpret ideas, information, and needs.
• Managing Multiple Priorities: Ability to manage multiple concurrent objectives, projects, and activities.
• Project Management: Knowledge of project management strategies and tactics; ability to plan, organize, monitor, and control projects.

Equitable is a team of over ten thousand employees committed to helping clients secure their financial well‑being so they can pursue long and fulfilling lives. We invest in people by offering growth, internal mobility, comprehensive compensation and benefits, and a culture of collaboration and teamwork.

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.

If reasonable accommodation is needed to participate in the job application or interview process or to perform the essential job functions, please contact Human Resources at (212) 314‑2211 or email Ta

United States, NC – Charlotte

United States, NY – New York and Syracuse

Full‑time