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Be ready to walk through how you staff and prioritize a sales desk, escalate product or ops issues, coach hybrid team members, and keep advisor service levels high under volume spikes. Bring concrete examples of queue design, SLAs, and cross-team coordination.
Strong fit if you lead people under time pressure, know fund/distribution workflows, and can run a hybrid desk with clear ownership and calm client communication.
As 1290 Funds Sales Desk Manager at EQH, a typical day centers on running the sales desk: prioritizing advisor and wholesaler requests, coordinating product and operational handoffs for 1290 Funds, coaching desk staff, and keeping hybrid coverage tight so quotes, paperwork, and status updates move without bottlenecks.
Build desk leadership, prioritization, and funds-sales process fluency.
No—the listing is hybrid (remote flag 0) based in Charlotte, Mecklenburg County, North Carolina.
Primarily the domain eqh.com plus the job title and location; use eqh.com for official company context.
Saylor Business & Management courses and Google Project Management intro resources, both free per the cert list.
Website: eqh.com
Public cache only — not an employee review.
Take ownership of a high-impact leadership role at EQH in Charlotte, Mecklenburg County, where you will guide a results-driven sales team and shape how investment solutions reach the retail advice market. The 1290 Funds Sales Desk Manager (Hybrid) blends strategic oversight with hands-on engagement across leading investment products and platforms. About the Role As the 1290 Funds Sales Desk Manager, you will operate in a hybrid setting in Charlotte, balancing on-site collaboration with flexible work. This full-time position centers on directing sales desk activity, supporting both internal and external distribution efforts, and applying deep product knowledge to grow relationships within the retail investment advice space. Key Responsibilities Lead and coordinate day-to-day operations of the 1290 Funds sales desk to drive consistent results. Champion EQH investment products and platforms across internal and external sales channels. Build and strengthen partnerships throughout the retail investment advice market. Apply working knowledge of investment products and services to support advisor and client needs. Collaborate with stakeholders to align sales strategy with platform capabilities. Qualifications Bachelor's degree. Four years of hands-on experience working with investment products and platforms. Series 6 or 7, plus Series 63 (with a requirement to obtain these in the near future). Series 24 or 26 — Series 24 must be obtained within 120 days of hire. Background in internal or external sales-related roles. Working familiarity with the retail investment advice market and related products and services. A demonstrated track record of performance in a comparable environment. About EQH EQH is a financial organization focused on delivering investment products and platforms to advisors and clients across the retail investment advice market. The Charlotte team values knowledgeable professionals who combine sales expertise with sound product understanding to support meaningful client outcomes. How to Apply If you are ready to lead the 1290 Funds Sales Desk in a hybrid role based in Charlotte, Mecklenburg County, submit your application for this opportunity with EQH through the official listing. Apply for the 1290 Funds Sales Desk Manager role
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