Complex Operations Manager, Central Mountain

Equitable • Dallas, TX

3d • $90,000 - $130,000 • 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 seeking a dynamic, high-energy individual to join us as the Complex Operations Manager to provide operating support to EVPs and COO of the Central Mountain Complex. You’ll manage staff workflow in the Complex branch locations, including oversight of Office Coordinators and other positions. The Complex Operations Manager will work in office out of the Dallas, TX office.
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.

Requirements

• FINRA Series 7 and 24 registrations.
• 10+ years of relevant Operations experience with a progressive increase in responsibility.
• 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
• 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.

Nice To Haves

• 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

Responsibilities

• Primarily oversee Operations for Red River, Greater Central Texas and Southern Gulf Coast branches and secondarily coordinate with partner Complex COM.
• 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.

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.
• Equitable Total Rewards Program

What This Job Offers

• Job Type: Full-time
• Career Level: Manager
• Education Level: No Education Listed
• Number of Employees: 501-1,000 employees