Executive Operations Partner

EQH•Deerfield, IL

9d•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. The Executive Operations Partner is a key role supporting core business operations by delivering high-level administrative and operational support to the Branch Manager and Executive Vice President (EVP). This highly visible position partners with cross-functional teams to ensure seamless day-to-day operations, enhance advisor support, and drive operational efficiency. The role is ideal for a proactive, detail-oriented professional who thrives in a fast-paced environment and is committed to delivering meaningful business results. This role requires full-time, in-office presence Monday through Friday, aligning with core hours (8:30 AM–5:30 PM) to ensure consistent, real-time support and a high-quality customer experience.

Requirements

Bachelor's degree in business administration, communications, or a related field, or equivalent work experience
3+ years of administrative, executive support, or operations experience, preferably supporting senior leadership
Proven ability to manage complex calendars, travel coordination, and expense processing with a high degree of accuracy and discretion
Demonstrated experience working in a fast-paced, dynamic environment with the ability to prioritize and manage multiple responsibilities
Strong organizational, time management, and problem-solving skills with exceptional attention to detail
Excellent written and verbal communication skills, with the ability to interact professionally across all levels of the organization
Ability to work independently and collaboratively with cross-functional teams and stakeholders
High level of professionalism, discretion, and confidentiality when handling sensitive information
Proficiency in Microsoft Office Suite (Outlook, Excel, PowerPoint, Word) and familiarity with expense management and calendar tools

Nice To Haves

Experience supporting operations, process improvement, or project coordination initiatives is a plus

Responsibilities

Provide high-level administrative and operational support to the Branch Manager and EVP, ensuring seamless day-to-day business operations
Manage executive calendar, coordinate travel, process expenses, and lead meeting planning and branch communications
Partner with Complex Operations Managers and EVP Assistants to drive alignment and ensure operational consistency across the Complex
Collaborate with the Office Coordinator to oversee daily office operations, including mail distribution, conference room scheduling, and supply management
Serve as a high-impact, high-visibility contributor with strong accountability across a broad range of business activities
Lead problem-solving initiatives by identifying challenges and implementing solutions to enhance advisor support for established Associates and Districts
Work cross-functionally to streamline procedures, improve processes, and execute initiatives that drive measurable business outcomes