Northern Complex Operations Manager, Cleveland Branch

EQH•Cleveland, OH

1d•Onsite

About The Position

Equitable is seeking a dynamic, high-energy individual to join us as the Operations Manager to provide operating support to the EVP and COO of the Cleveland office. You will manage staff workflow in the branch location, including oversight of Office Coordinators and other positions. The Operations Manager will work in 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.

Requirements

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.
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 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.
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.