Full-Time

Employee Benefits - Client Implementation Quality Auditor

Quality Audit, Implementation

Posted on 10/3/2025

Equitable Holdings

Equitable Holdings

1-10 employees

Financial services holding for retirement, protection.

Compensation Overview

$47k - $60k/yr

+ Base salary increases + Spot bonuses + Short-term incentive compensation

Remote in USA

Remote

Category
Consulting (1)
Requirements
  • BS/BA degree or equivalent work experience
  • 2+ years of experience in Group Employee Benefits, Insurance Operations, Account Management or Quality Audit Experience
  • Time Management
  • Attention to Detail- Auditor must be willing to dive into the details a be meticulous in their examination of the cases Organized
  • Critical Thinking- Auditor must be able to examine, assess and effectively communicate the results of their findings.
  • Communication and Collaboration- The auditor role works closely with Implementation management to assess and communicate issues with audits as well as developing the audit program.
  • Confidential/Integrity- The auditor must always be confidential as they are providing feedback to the employee and management.
  • Objectivity- Auditors must maintain unbiased or impartial perspectives.
  • Self-Starter- The auditor must be someone who doesn’t need a lot of encouragement to complete their work, this should be someone that has a daily/weekly plan.
Responsibilities
  • Ensure Accuracy and compliance of operations specifically relating to the Implementation process
  • Provide feedback on missed parameters to auditee’s
  • Track trends and provide feedback to Leaders
  • Consistently be reviewing/determining if parameters should be changed to better meet the needs of the team/company
  • Monthly Rollups of SLAS and Quality sent to leadership
  • Weekly rollups sent to IEM/IR and Leader every Friday of audits completed that week.
  • Ensure proper protocols and SOP’s are followed.
  • Maintain, Update and Change the audit program based on new criteria/parameters developed through change of processes or development of new processes.
  • Collaboration- Work closely with Implementation Leadership to develop new criteria or updated criteria for audits as well as letting the managers know when auditee’s could have potential coaching opportunities.
  • SOX compliance related data gathering
Desired Qualifications
  • SalesForce experience is a plus

Equitable Holdings provides financial services focused on retirement planning, life insurance, annuities, wealth and asset management. Its products work by pairing financial advice with a range of planning, protection, and investment solutions to help clients pursue long-term financial security. It stands out from competitors through a multi-channel distribution network and a broad set of integrated investment and protection offerings for individuals and institutions. Its goal is to help clients achieve financial well-being by delivering comprehensive guidance and tailored financial solutions.

Company Size

1-10

Company Stage

IPO

Headquarters

New York City, New York

Founded

1878

Simplify Jobs

Simplify's Take

What believers are saying

  • Wealth Management hits $200 million earnings target early with $8.4 billion net inflows.
  • RGA reinsurance deal frees $2 billion capital, cuts mortality risk 75%.
  • Vanguard discloses 5.42% stake amid $18.9 billion revenue projection by 2029.

What critics are saying

  • AllianceBernstein loses $11.3 billion in outflows from BlackRock ETF fee pressure.
  • Elevated mortality claims post-RGA erode margins 5-10%, miss $1.8 billion cash target.
  • Q4 2025 revenue misses $3.74 billion by 7.2%, continues four-quarter failure streak.

What makes Equitable Holdings unique

  • Equitable Holdings combines 1859-founded Equitable Financial with AllianceBernstein for annuities and asset management.
  • Pioneered Guaranteed Minimum Income Benefit and Registered Index-Linked Annuity products.
  • Operates multi-channel distribution serving 12 million clients with $1.1 trillion AUM.

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Benefits

Health Insurance

Dental Insurance

Vision Insurance

401(k) Retirement Plan

Employee Stock Purchase Plan

Flexible Work Hours

Wellness Program

Company News

CityBiz
Mar 26th, 2026
Corebridge and Equitable Holdings Announce $22 Billion Merger Deal

Corebridge Financial, Inc. (NYSE: CRBG) and Equitable Holdings, Inc. (NYSE: EQH) today announced that they have entered into a definitive... Read More

Yahoo Finance
Mar 7th, 2026
Equitable Holdings hits $1.1T AUM, cuts mortality risk 75% in $2B RGA reinsurance deal

Equitable Holdings reported record assets under management of $1.10 trillion for 2025, up 10% year over year, alongside a reinsurance deal with RGA that generated $2.00 billion in capital and reduced net mortality exposure by 75%. The company's Wealth Management segment achieved its $200 million annual earnings target two years ahead of schedule, with net inflows reaching $8.40 billion. The reinsurance transaction enhances financial flexibility for share buybacks and reduces balance sheet risk. Despite progress in fee-based, capital-light growth, Equitable faces challenges restoring consistent profitability after a loss-making 2025. Analysts project the company could reach $18.30 billion in revenue and $2.30 billion in earnings by 2028, requiring 9.5% annual revenue growth.

Yahoo Finance
Mar 3rd, 2026
Equitable Holdings hits record $1.1T in assets, targets $1.8B organic cash in 2026

Equitable Holdings has raised assets under management and administration to a record $1.1 trillion, marking 10% year-over-year growth, the company reported on 5 February. The financial services firm generated $1.6 billion in organic cash during 2025 and projects this will increase to approximately $1.8 billion in 2026. The company's Wealth Management segment achieved its $200 million annual earnings target two years early, with $8.4 billion in net inflows representing 13% organic growth. Equitable completed a major life reinsurance transaction with RGA, creating $2 billion in capital and reducing net mortality exposure by 75%. However, elevated mortality claims limited annual operating earnings growth to just 1% over 2024, whilst AllianceBernstein recorded $11.3 billion in net outflows.

Yahoo Finance
Feb 5th, 2026
Equitable Holdings Q4 earnings beat estimates at $1.76 per share, revenue misses at $3.74B

Equitable Holdings reported fourth-quarter earnings of $1.76 per share, narrowly beating the Zacks Consensus Estimate of $1.75 per share. This compares to earnings of $1.57 per share in the same period last year. The company posted revenues of $3.74 billion for the quarter ended December 2025, missing the consensus estimate by 7.2% and down from $3.95 billion a year ago. Equitable has failed to beat revenue estimates over the past four quarters and has surpassed earnings estimates only once during that period. Shares have declined 6.2% year-to-date, underperforming the S&P 500's 1.1% gain. The company currently holds a Zacks Rank of 4 (Sell), suggesting expected near-term underperformance.

Investing.com
Jul 28th, 2025
Equitable integrates Plan Build API into employee benefits platform

Furthermore, Equitable Holdings appointed Greg Boosin as its new Chief Marketing Officer.

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