Equitable Advisors Jobs Hiring Now

Northern Complex Operations Manager, Cleveland Branch

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.

Equitable 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.

Equitable Advisors is committed to making a difference in the lives of clients. Across the U.S., 4,330 financial professionals operating under the Equitable Advisors brand engage with individual clients to build relationships focused on helping individuals achieve meaningful financial wellness. In total, Equitable Advisors serves 2.4 million clients nationwide.

What You’ll Be Doing

Responsibilities

• 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

What You Will Bring

Required 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.

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

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.

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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 TalentAcquisition@equitable.com.