Chief of Staff to Chief Financial Officer

New York, NY
Jun 11, 2024
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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?

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?

The Chief of Staff to the CFO is a key member of the Finance team. The individual serves as a central point for the CFO to ensure efficiency and effectiveness in developing and driving the strategic business agenda for the organization. This highly visible role will lead and drive key strategic initiatives that will increase organizational capability and efficiency, including change initiatives, employee engagement, communications, project management, new business ventures and logistical operations. The individual will be expected to engage in/add value to technical subjects with the Finance Leadership Team, as well as balance multiple projects spanning Finance and the Equitable organization.

In addition, the role is responsible for ensuring that the CFO is fully briefed and prepared for all day-to-day professional interactions and activities, which include but not limited to research, investor meetings, presentation creation, executive briefings, financial reporting, monthly business reviews, Board of Director meetings, etc.

Responsibilities include, but are not limited to:

  • Participate in/assist with the strategic, tactical, and technical business planning and implementation, requiring close communication and interaction with senior leaders to ensure stated goals and objectives are executed.
  • Support the coordination and preparation for all meetings/events chaired and/or attended by the CFO.
  • Partner with Investor Relations and M&A teams on overall strategy – leveraging role to drive awareness and completion of key initiatives
  • Assist in planning and preparing for: quarterly and monthly business area operating reviews with senior executive team and other outside conferences.
  • Play a key role in Finance agile transformation and embrace this new way of thinking
  • This individual will also partner with other business areas, the Finance Leadership Team, and Executive Management on cross-functional projects and initiatives.
  • Coordinates with Performance Leads in other areas to drive engagement across teams

In Office Schedule: This role will be working on a hybrid schedule of 3-4 days in office per week.

The base salary range for this position is $119,000 - $178,000. 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. 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

The ideal candidate is comfortable in a high performance, fast paced environment. Absolute confidentiality is required. Well-developed financial/quantitative analytical skills and superb written and verbal communication skills are a must.

Required Qualifications:

  • Bachelors degree
  • 5+ years of work experience

Preferred Qualifications:

  • Self-starter with demonstrated problem-solving skills. Being able to plan and organize with and through people at all levels of the organization is critical to success.
  • Being pro-active, anticipating needs and staying out ahead of them.
  • Ability to formulate clear and concise executive messages to internal and external audiences on complex topics.
  • Able to facilitate meetings and enable discussion that leads to resolution and communicate results to management.
  • Must be flexible and have a comfort level with working in an often-ambiguous environment.
  • Passion to challenge the status quo and find new solutions that drive out of the box ideas – appreciate and embraces change.
  • Belief in a non-hierarchical culture of collaboration, transparency, safety and trust.
  • Readiness to empower others to fail, learn and grow.
  • Willingness to “roll up the sleeves” and to go outside comfort zone to learn, ability to push teams to do the same.


Communicating Complex Concepts: Ability to use summarization and simplification techniques to explain complex technical concepts in simple, clear language appropriate to the audience.

Problem Solving: Analyzes and synthesizes information and devises alternative resolution strategies. Develops successful resolutions to critical or wide-impact problems.

Business Data Analysis: Knowledge of business data analysis; ability to collect, identify, analyze and interpret business data using various kinds of techniques to meet business needs and requirements.

Business Markets: Knowledge of existing and planned markets and market-related initiatives from the perspectives of the competition, the suppliers, the customer base, and the regulatory environment; ability to apply market knowledge appropriately to diverse situations.

Decision Making and Critical Thinking: Knowledge of the decision-making process and associated tools and techniques; ability to accurately analyze situations and reach productive decisions based on informed judgment.

Financial Analysis: Knowledge of tools and approaches of financial analysis; ability to read, interpret and draw accurate conclusions from financial and numerical material.

Influencing: Knowledge of effective influencing tactics and strategies; ability to impact decisions within and outside own organization.

Storytelling: Knowledge of concepts and ability to plan, create and present business proposals, initiatives and ideas by storytelling actual business scenarios that are situation-specific, engaging, memorable and persuasive as compared to one-way, fact-based presentations.

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.

About Equitable

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.

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