Equitable is a leading financial services company committed to helping clients secure their financial well-being. They are seeking a motivated and analytical Project Manager for their Legal Operations team to manage multiple projects that align with the organization’s strategic goals and ensure efficient delivery of legal services.
Responsibilities
- 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
- 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
- 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
Skills
- 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
- 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
Benefits
- Medical
- Dental
- Vision
- A 401(k) plan
- Paid time off
Company Overview
Equitable provides consulting services to secure the financial well-being and retirement strategies for individuals and families. It was founded in 1859, and is headquartered in New York, New York, USA, with a workforce of 5001-10000 employees. Its website is https://equitable.com/.Company H1B Sponsorship
Equitable has a track record of offering H1B sponsorships, with 31 in 2025, 18 in 2024, 26 in 2023, 37 in 2022, 20 in 2021, 12 in 2020. Please note that this does not guarantee sponsorship for this specific role.
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