Branch Operations Lead

Equitable • Cincinnati, OH

1d • $57,000 - $75,000

About The Position

Equitable is seeking an Operations Manager to support its Cincinnati and Kentucky offices. Reporting to the Complex Operations Manager, this role is an operational partner to branch leadership, advisors, and staff. It oversees office administration, advisor onboarding, recruiting operations, business processing support, advisor experience initiatives, and branch events. The position suits an organized, collaborative professional who can build processes, support advisors, and contribute to branch success.

The role manages daily office operations and facilities, vendor relationships, technology resources, and business support. It coordinates advisor onboarding and recruiting workflows, provides lifecycle support to advisors and District Managers, assists with new business processing and commissions, and plans branch and regional meetings and events. The Operations Manager also works with branch leadership and cross-functional teams to improve operations and the advisor experience.

The base salary range is $57,000–$75,000, with actual base salary varying by skills, experience, and geography. Additional performance compensation may include base salary increases, spot bonuses, and short-term incentive compensation opportunities, subject to eligibility by level and functional area. Eligible employees receive benefits including medical, dental, vision, a 401(k) plan, and paid time off.

Requirements

• At least 2 years of experience in business operations, office management, administrative support, financial services, wealth management, insurance, or a related field.
• Strong organizational and project management skills, including the ability to manage multiple priorities in a fast-paced environment.
• Excellent verbal and written communication skills and the ability to build relationships across all organizational levels.
• Ability to handle confidential information with professionalism, discretion, and sound judgment.
• Strong analytical, research, and problem-solving skills, including the ability to independently identify and resolve operational challenges.
• Proficiency with Microsoft Office Suite, including Outlook, Word, Excel, and PowerPoint.
• Ability to collaborate effectively with branch leadership, advisors, corporate partners, and external vendors.
• Willingness to learn and develop expertise in advisor operations, recruiting support, onboarding, and business processing.

Nice To Haves

• Bachelor's degree or equivalent professional experience preferred.
• Experience coordinating meetings, training sessions, events, or operational projects preferred.
• FINRA Series 6 or 7 license.

Responsibilities

• Lead day-to-day branch operations, including administrative functions, facilities, office systems, vendor relationships, technology resources, and business support services.
• Coordinate advisor onboarding, including orientation, licensing and contracting requirements, training support, and integration with branch and corporate resources.
• Support recruiting operations by managing candidate tracking, interview coordination, onboarding workflows, recruiting systems, and hiring documentation.
• Provide operational support to advisors and District Managers for licensing, contracting, benefits eligibility, succession planning, and other advisor lifecycle needs.
• Coordinate new business processing and commission support; help advisors navigate submission requirements, monitor pending cases, and resolve operational issues with service centers and home office teams.
• Plan and execute branch, regional, and management meetings, conferences, recognition programs, and special events, managing logistics, communications, budgets, and vendor relationships.
• Partner with branch leadership and cross-functional teams to identify operational improvements, streamline processes, and enhance the advisor experience.

Benefits

• Medical insurance
• Dental insurance
• Vision insurance
• 401(k) plan
• Paid time off
• Performance-related compensation opportunities, including base salary increases, spot bonuses, and short-term incentive compensation, subject to eligibility

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level