Syracuse
$65k - $75k
full-time
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About the Role
At Equitable, we help clients secure their financial well-being so they can pursue long and fulfilling lives- a mission we’ve honed since 1859.
The Equitable Law Department’s Mission is to Serve as Equitable’s trusted counsel, empowering Equitable to pursue its noble purpose by upholding the highest standards, forging collaborative relationships and delivering creative solutions.
At Equitable we have reimagined how we want to work and are guided by principles of inclusivity, flexibility, and connection. Come join us and enjoy working for a leading financial services company with an amazing and diverse culture! We offer a flexible hybrid office/remote work environment, and this position is located in our Syracuse, NY office.
Equitable is currently looking to hire a motivated and analytical entry-level to junior-level Project Manager for our Legal Operations team. As a key member of the team this role will work closely with Operations leadership and IT teams to manage multiple projects that align with our organization’s strategic goals, ensure the efficient delivery of legal services and manage resources effectively.
Are you ready to join an organization that will help unlock your potential?
What You’ll Be Doing
As a Project Manager in the Legal Operations team your primary responsibilities would be:
Project Coordination and Management Support:
Assist with the development of project initiation documentation, including drafting project scopes, timelines, and resourcing proposals.
Coordinate project tasks, track milestones, and ensure deadlines are met across various workstreams using project management software like Microsoft Project.
Document project minutes, actions, and decisions, and follow up with stakeholders to ensure accountability and progress.
Process Improvement and Documentation:
Assist members of the Operations team in mapping current legal workflows, identifying bottlenecks, and proposing opportunities for efficiency gains.
Assist in documenting and standardizing legal processes, policies, and procedures to ensure consistency and audit readiness.
Help create and maintain a repository of legal documents, templates, and best practices for knowledge sharing across the department.
Technology and Data Support:
Support the evaluation, implementation, and maintenance of legal technology solutions, such as contract, document, and matter management platforms.
Collect project data, analyze performance metrics (KPIs), and assist in creating dashboards and reports to inform data-driven decision-making for senior leadership.
Provide basic user support and training on legal technologies and new processes as needed.
Provide additional operations process and procedural support such as form and template design, workflow documentation development, and first-level IT triage.
This position offers a hybrid work schedule in our Syracuse, NY office, with an on–site presence of 2-3 days per week combining flexibility with team collaboration.
The base salary range for this position is $65,000 - $75,000. 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
What You Will Bring
Required Qualifications:
BA/BS in an operations management, business administration, or technology discipline from an accredited college/university or equivalent work experience.
Prior project management or legal operations experience is preferred.
Prior knowledge with project management methodologies (e.g., Agile, Waterfall, or Lean Six Sigma principles) or a project management certification (e.g., CAPM, PMP) is preferred.
Prior experience with project management software (e.g., Microsoft Project, Jira) and workflow tools (e.g., Microsoft Visio, SmartDraw) is preferred.
Preferred Qualifications:
Exceptional organizational skills and attention to detail, with the ability to manage multiple tasks and competing priorities in a fast-paced environment.
Demonstrated analytical and problem-solving abilities, capable of translating complex information into structured plans and actionable insights.
Established working knowledge of Microsoft Office applications including Excel, WORD, and other Microsoft applications.
Proactive, flexible, and willing to respond to unanticipated issues and constantly reprioritize based on business demands with the ability to work independently and meet deadlines while handling multiple tasks with minimal supervision.
Outstanding interpersonal skills and ability to establish and maintain effective working relationships with others.
Skills
Accuracy and Attention to Detail: Understand the necessity and value of accuracy; ability to complete tasks with high-level of precision.
Effective Communication: Understand effective communication concepts, tools and techniques; ability to effectively transmit, receive, and accurately interpret ideas, information, and needs through the application of appropriate communication behaviors.
Managing Multiple Priorities: Knowledge of effective self-management practices; ability to manage multiple concurrent objectives, projects, groups, or activities, making effective judgments as to prioritizing and time allocation.
About Equitable
At Equitable, we’re a team 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. Click Careers at Equitable to learn more.
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 [email protected].
We support your focus as a financial advisor
Not every wealth management firm understands your need for independence and support. At Equitable Advisors, we let financial advisors focus on serving clients and scaling their business -on their terms. You get the resources of a leading national firm, supported by people in your local market, to help you build the practice you want. That's what we call supported independence.
Equitable Advisors, LLC (NY, NY (212) 314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN), a broker-dealer // Equitable Advisors, LLC, an SEC-registered investment advisor. Equitable Network, LLC (Equitable Network Insurance Agency of CA, LLC.; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.) Equal Opportunity Employer - M/F/D/V. Retirement Benefits Group is a specialized division of Equitable Advisors. Important Information & Disclosures: https://equitable.com/social All messages, e-mail and other electronic individual and group communications sent to and received from this LinkedIn page are subject to capture, review and archive by Equitable Advisors and to possible production upon regulatory request for review.
Please e-mail any comments or questions regarding this LinkedIn page to [email protected]. Never post your account/policy number, telephone number, and other secure or personal information, or trade instructions/requests. For customer service, please visit: equitable.com/support. Please click here to read more important information and disclosures regarding your connection to this LinkedIn page and use of its features: Equitable.com/social
Equitable Advisors, Equitable Network, are affiliated companies and do not provide tax or legal advice. Representatives may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. GE-6372152.1 (3/24) (Exp. 3/26)
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