Jobs at Equitable

Analyzes and documents enterprise workflow automation requests, defines technical solutions with business and IT partners, prioritizes enhancements, identifies process improvements, and supports quality assurance testing. The role requires translating business needs into functional requirements, use cases, process flows, and reliable solutions while ensuring project standards, audit controls, and stakeholder expectations are met.

Develop and maintain automated testing frameworks, create test strategies and cases, perform manual and automated testing, analyze defects, and support production issue resolution. The role partners with technical teams to improve quality practices, processes, documentation, and continuous delivery while providing technical guidance to peers and end users.

Set up and maintain group benefit plans in BMS, including system configurations, plan documents, contracts, and member booklets. Audit implementations and plan changes, provide feedback, support system and regression testing, and update the Telus Tandem system for accurate drug claim payments. The role also contributes to process documentation and requires strong communication, customer service, multitasking, teamwork, and group benefits knowledge.

Administer group insurance policies by updating member and sponsor information, processing additions, terminations, reinstatements, banking changes, beneficiary updates, drug cards, and medical evidence requests. Provide phone and email support to clients and plan members, validate electronic files, interpret reports, support renewals and new policy setup, calculate flex dollars, and ensure accuracy, compliance, quality, and turnaround standards.

Leads a portfolio of strategic initiatives within Individual Insurance, overseeing interconnected projects, budgets, risks, vendors, reporting, and business outcomes. Manages and develops Project Managers and Business Analysts while coordinating cross-functional teams and influencing executives, technical leaders, external partners, and stakeholders.

Provides inside sales support to investment wholesalers by conducting sales, generating advisor leads, building relationships, answering product inquiries, promoting product knowledge through webinars, and preparing status reports. The role requires strong communication, presentation, analytical, negotiation, and time-management skills, financial industry experience, and proficiency with Microsoft Office and collaboration tools. It is a hybrid position based in Waterloo or the Greater Toronto Area with occasional travel.

Provides senior-level quality assurance and technical leadership for shared technology solutions. Responsibilities include building automation frameworks, creating test strategies and cases, executing automated and manual tests, analyzing defects, supporting production issues, guiding peers, maintaining quality documentation, and improving testing workflows. The role requires expertise in software testing, automation, web services, C#, JavaScript, XML, and SQL, with collaboration across business and IT teams.

Administer new business and in-force transactions for individual wealth products, including policies, rollovers, deposits, beneficiary changes, switches, and surrenders. Process service requests, reconcile basic accounts, manage client communications, index documents in OnBase, support projects and audits, investigate errors, and recommend procedural improvements. The role requires accurate transaction processing, regulatory awareness, strong client service, and collaboration with advisors, policyholders, and internal teams.

Senior Business Analyst responsible for analyzing stakeholder needs, documenting business processes and requirements, recommending solutions, creating product backlog items, supporting production issue resolution, preparing user documentation, and coordinating User Acceptance Testing. The role supports smaller initiatives and collaborates with product owners, stakeholders, subject matter experts, and senior business analysts. Experience with life insurance products, Agile and Waterfall methodologies, process improvement, project management, and strong communication skills is required.

Leads actuarial innovation and strategic projects for Group Insurance, developing pricing, underwriting, profitability, governance, and risk-management models and frameworks. Partners with cross-functional leaders, oversees advisor compliance, evaluates business risks and opportunities, and provides scenario analyses and recommendations to executives. Manages complex initiatives from concept through implementation while offering actuarial expertise, technical leadership, coaching, and mentorship.

Manage Equitable’s individual insurance portfolio, including life insurance and critical illness products. Identify market opportunities, develop business cases, lead launches and enhancements, monitor profitability and performance, maintain product documentation, support sales enablement, and ensure regulatory compliance. Collaborate with actuarial, underwriting, legal, compliance, operations, marketing, finance, and distribution teams across product initiatives.

Designs accessible, responsive digital experiences from concept through implementation, including user journeys, wireframes, prototypes, and high-fidelity designs. Maintains scalable Figma design systems, applies brand and accessibility standards, and supports digital production using Ceros Studio. Conducts user research and usability testing, collaborates with business, marketing, technology, and Agile teams, and guides stakeholders toward consistent, user-centered digital experiences.

Conduct quantitative investment research for Equitable’s Public Investments team, including risk analysis, return forecasting, portfolio analytics, economic modeling, security and asset-class modeling, trade execution, and portfolio monitoring. Develop and test coded processes and portfolio management tools using market data and portfolio positions. Support multi-asset investment selection, model management, reporting, documentation, and operational investment activities.

Leads the design, development, configuration, testing, implementation, maintenance, and modernization of enterprise content management, capture, imaging, workflow, and automation applications. Builds integrations and custom components using C# and .NET, supports cloud and on-premises solutions, troubleshoots complex technical issues, evaluates technologies, and collaborates with business and IT stakeholders to deliver reliable solutions.

Owns underwriting of complex ultra-high-net-worth insurance cases up to $200 million, evaluating medical, legal, personal, and financial risks. Builds relationships with advisors, reinsurers, distributors, and internal teams; negotiates competitive risk decisions; ensures compliance, service quality, and sound retention management. Mentors underwriters, shares advanced-markets expertise, monitors industry trends, and advises senior leadership on emerging risks and underwriting practices.

Conducts risk assessment, analysis, pricing, and proposal development for new and renewal group benefits business. Evaluates alternate funding and costing requests, makes risk-based underwriting decisions, maintains quality and productivity standards, and supports process improvement. Provides coaching and training to underwriting staff while maintaining underwriting documentation and mitigating operational risk.

Develop and maintain automated testing frameworks, create test strategies and cases, execute manual and automated tests, analyze defects, and support production issue resolution. The role provides technical guidance, improves quality processes, maintains documentation, and partners with cross-functional teams to enhance continuous delivery. Required experience includes software testing, test automation, QA tools, C#, JavaScript, web service testing, SQL, XML, and GitHub.

Manage IT infrastructure projects spanning hardware and software upgrades, SaaS integrations, cloud, networking, storage, personal computing, service management, and vendors. Responsibilities include planning, budgeting, resource allocation, stakeholder communication, risk mitigation, status reporting, implementation and adoption planning, knowledge transfer, governance, and leading cross-functional teams through delivery and organizational change.

Develop and support cloud-based applications, integrations, infrastructure, and Wealth systems. Responsibilities include building .NET and Azure solutions, designing APIs and microservices, managing CI/CD pipelines, troubleshooting production systems, establishing integration standards, and collaborating with business and technology partners. The role also provides technical leadership, coaches developers, and contributes to API strategy, governance, and scalable solution design.

Supports Group Account Executives throughout the group benefits sales and renewal lifecycle. Responsibilities include qualifying opportunities, preparing proposals, coordinating quotes with underwriting, compiling renewal materials, analyzing claims reports, maintaining CRM records, responding to advisor and client inquiries, and supporting process improvements. The role develops expertise in pricing, underwriting, plan design, relationship management, and strategic account support, with the goal of progressing into a Group Account Executive position.