Branch Operations Manager

EQH • Woodbridge, NJ

12h • $61,000 - $88,000 • Onsite

About The Position

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 looking for a highly dynamic Operations Manager to join our team! This position is an Onsite work position based out of our Woodbridge, NJ office

Requirements

• Bachelor’s degree
• 3+ years of experience in business is preferred
• Technical aptitude
• Able to work closely with both the leadership team and advisors
• Ability to function independently and work well with a team
• Proactive decision-making skills
• Ability to collaborate
• Communication skills
• Skills Data Gathering and Reporting: Knowledge of tools, techniques and processes for gathering and reporting data; ability to practice them in a particular department or division of a company.
• 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.
• 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.
• Results Orientation: Knowledge of the importance of meeting or exceeding established targets; ability to drive critical activities to completion.
• Staff and Career Development: Knowledge of available internal and external learning resources and ability to address learning, training, and career development needs of individuals, teams or organization.

Responsibilities

• Serve as a point of contact for Ops inquiries/issues
• Operations Projects & Branch Initiatives Administration
• Contract tracking and support
• Leadership growth support
• AP/tracking
• New Business Support
• Technical onboarding for local advisors
• Reporting & Analytics
• Book of Business Transitions Support
• Vendor relations
• Assist DMs, OM, with onboarding escalations
• Partner with Complex Operations

Benefits

• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Manager
• Number of Employees: 1,001-5,000 employees