Operations Manager, Dallas TX

Equitable•Dallas, TX

7h•$72,000 - $108,000•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 the EVP, COO and COM of the Dallas 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 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

5+ years of relevant Operations experience with a progressive increase in responsibility
Willingness to obtain FINRA Series 7 registration with 12 months of employment
Ability to work independently and manage highly complex multi-discipline project teams
Develop and implement efficient procedures throughout the Complex in partnership with COO and COM
Administer company policies at the local level and act as Field Liaison for the Complex / Headquarters

Nice To Haves

Detail oriented, with proven 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
Proactive with decision making
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 Dallas branch and secondarily coordinate with partners.
Manage branch Operations support teams.
Managing branch budgets and expense approvals.
Partner with EVP, COO, COM and sales managers to achieve sales and hiring goals for each branch.
Serve as key escalation point for all Operations and compensation issues.