Equitable

Operations Manager, Dallas TX

Equitable$72K — $108K *
Business Services
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 5+ years of relevant Operations experience with increasing responsibility
  • Willingness to obtain FINRA Series 7 registration within 12 months
  • Proven ability to manage complex multi-discipline projects
  • Experience developing and implementing efficient operational procedures
  • Ability to administer company policies locally and act as liaison with headquarters.

Responsibilities

  • Oversee operations for the Dallas branch and coordinate with operational partners.
  • Manage support teams in branch operations.
  • Control branch budgets and approve expenses.
  • Collaborate with executive leadership to achieve sales and hiring goals.
  • Act as escalation point for operational and compensation issues.

Benefits

  • Comprehensive medical, dental, and vision coverage
  • 401(k) retirement plan
  • Generous paid time off
  • Performance-based bonuses and incentives
Full Job Description
About the Role

Equitable is seeking a dynamic, high-energy individual to join us as the Operations Manager to provide operating support to the EVP, COO and COM of the Dallas 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 Dallas, TX office.

What You'll Be Doing
  • Primarily oversee Operations for Dallas branch and secondarily coordinate with partners.
  • Manage branch Operations support teams.
  • Managing branch budgets and expense approvals.
  • Partner with EVP, COO, COM 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 $72,000 - $108,000. 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

Qualifications

What You Will Bring

Required Qualifications
  • 5+ years of relevant Operations experience with a progressive increase in responsibility
  • Willingness to obtain FINRA Series 7 registration with 12 months of employment
  • Ability to work independently and manage highly complex multi-discipline project teams
  • Develop and implement efficient procedures throughout the Complex in partnership with COO and COM
  • Administer company policies at the local level and act as Field Liaison for the Complex / Headquarters


Preferred Qualifications
  • Detail oriented, with proven 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
  • Proactive with decision making
  • 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


Skills

Effective 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.

About Equitable

Equitable provides consulting services to secure the financial well-being and retirement strategies for individuals and families.

EquiTable Careers

Joining EquiTable means becoming part of a company that values innovation, leadership, and diversity. As a leader in the industry, EquiTable offers unparalleled job opportunities designed to foster professional growth and expand your skills in a dynamic and supportive environment.

Work You’ll Do

At EquiTable, we are committed to driving industry standards forward. Our team is at the forefront of developing solutions that not only meet but exceed the needs of our diverse client base. By joining our team, you will collaborate with some of the brightest minds in the industry, all dedicated to innovation and excellence in their fields.

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Whether you are looking for an internship, a full-time position, or leadership roles, EquiTable has a range of career paths to suit your professional goals. Our job opportunities span various departments and specialties, empowering you to find the perfect fit for your career ambitions.

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We believe that diversity fuels innovation. EquiTable is dedicated to creating a workplace where diverse perspectives are embraced, and everyone has the opportunity to speak up, be heard, and contribute to the company's success. Our diversity training ensures that all team members understand and value individual differences.

Professional Growth and Development

EquiTable is deeply invested in the professional development of its employees. We offer a comprehensive benefits package that supports both personal and professional growth. Our training programs and leadership workshops help you develop new skills and enhance your career trajectory.

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Ready to take the next step in your career? Explore the current job opportunities at EquiTable. We are hiring creative, curious, and motivated individuals who are ready to make an impact. Check out our open positions, submit your resume, and prepare for an interview where you can showcase your unique skills and experiences.

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Learn more about Equitable
Size
7,800 employees
Market Cap
$12.7 billion
Industry
Net Income
-$635 million
5 Year Trend
+4.3%
Revenue
$14.1 billion
NASDAQ

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