Northern Complex Operations Manager, Cleveland Branch

Equitable•Cleveland, OH

2d•$100,000 - $125,000•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 Operations Manager to provide operating support to EVP and COO of the Cleveland office. You’ll manage staff workflow in the branch location, including oversight of Office Coordinators and other positions. The Operations Manager will work in office out of 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.
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.

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.