Southeast Complex COO
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 Southeast Complex is currently seeking a Chief Operating Officer (COO). The territory of the Southeast Complex covers Charlotte, NC; Tampa, FL; Orlando, FL; Miami, FL; Jacksonville, FL; Atlanta, GA; Lebanon, TN. The Southeast Complex COO will be an integral part of the complex leadership team and work in one of the branches within the Southeast Complex territory. This individual should have a strong business acumen in operations and people leadership skills. This position is the business operational lead for the Southeast Complex. Will be expected to be an exceptional business partner with the Complex Sales Leader and other Branch Managers. Fosters a highly effective culture and manages across multiple locations with onsite and remote employees. In partnership with Wealth Management business leaders and HR, will be expected to effectively drive goals, processes and policies to run an effective Complex organization. Manages managers and has multiple direct reports across multiple sites. Proven track record in developing and promoting branch staff members. Superior strategic planning skills – plans, develops, and implements business processes that enable the Southeast Complex to meet its business objectives. Will integrate and streamline resources across branch locations, identifying areas of overlap and opportunities for efficiencies. In close partnership with corporate operations departments, looks for opportunities to improve operational guidelines for all locations within the complex.
Requirements
- 10+ Years of Operations Experience
- FINRA Series 7 & 24 Registrations
Nice To Haves
- Able to resolve conflicts and problems independently
- Excellent presentation skills
- Strong leadership Skills
- Ability to function independently
- Proactive decision-making skills
- Strong ability to collaborate
- Strong communication skills
- Full understanding of the organization's financial performance and how various factors influence results
- Ability to effectively manage remotely
Responsibilities
- Act as the lead when it comes to partnering with internal and external stakeholders to achieve desired results
- Lead complex communication and enforcement regarding company policies and guidelines
- Be responsible for new organizational structure and change management processes
- Responsible for Complex/Branch budgets (in partnership with Branch Manager)
- Act as the lead resource by sharing time and expertise to assist HQ in the development of new programs and serving on committees
- Will be responsible for managing other people managers
- Develop and retain employees across multiple geographies
- Promote a culture of inclusion
Benefits
- Equitable provides a full range of benefits. This includes medical, dental, vision, a 401(k) plan, and paid time off.
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What This Job Offers
Job Type
Full-time
Career Level
Manager
Education Level
No Education Listed
Number of Employees
5,001-10,000 employees
