About the RoleEquitable is seeking a dynamic, high-energy individual to join us as the
Operations Manager to provide operating support to EVP and COO of the Cleveland office. You'll manage staff workflow in the branch location, including oversight of Office Coordinators and other positions. The Operations Manager will work in office out of the
Cleveland branch office. This role requires full-time, in-office presence Monday through Friday, aligning with core hours (8:30 AM-5:30 PM EST) to ensure consistent, real-time support and a high-quality customer experience.
What You'll Be DoingResponsibilities
- Primarily oversee Operations for Ohio branch and secondarily coordinate with partners.
- Manage branch Operations support teams.
- Managing branch budgets and expense approvals.
- Partner with EVP and sales managers to achieve sales and hiring goals for each branch.
- Serve as key escalation point for all Operations and compensation issues.
The base salary range for this position is
$100,000 - $125,000. 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
QualificationsWhat You Will BringRequired Qualifications
- 5+ years of relevant Operations experience with a progressive increase in responsibility.
- FINRA Series 7 and 24 registrations active or ability to obtain within 180 days of hire.
- Ability to work independently and manage highly complex multi-discipline project teams.
- Develop and implement efficient procedures throughout the Complex in partnership with COO.
- Administer company policies at the local level and act as Field Liaison for the Complex / Headquarters.
Preferred Qualifications
- Detail oriented, with strong ability to streamline communication.
- Outgoing, positive team player with strong interpersonal and customer service skills; innovative, creative, and committed to delivering the best employee experience.
- High sense of urgency, flexible, and resourceful with strong execution skills; must maintain confidentiality.
- Should possess ability to work independently and in a team environment with collaborative skills, working with all levels and dedicated to a strong employee experience.
SkillsEffective Communications: Understanding of 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.
Internal Controls: Knowledge of concept, methods, and processes of internal control; ability to create, implement, evaluate and enhance processes in internal controls.
Knowledge of Organization: Knowledge of the organization's vision, structure, culture, philosophy, operating principles, values, and code of ethics; ability to understand the value of aligning capabilities with business goals to support optimal performance.
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.
Project Administration: Knowledge of project administration best practices and ability to use organizational strategies, practices and tools for administering projects.
