Operations Manager- Texas Branch ( 250000CT )
Primary Location : UNITED STATES-TX-Dallas
Organization : Equitable
Schedule : Full-time
Description
At Equitable, our power is in our people.
We're individuals from different cultures and backgrounds. Those differences make us stronger as a team and a force for good in our communities. Here, you'll work with dynamic individuals, build your skills, and unleash new ways of working and thinking. Are you ready to join an organization that will help unlock your potential?
The Operations Manager is responsible for managing the overall administration and operations of the branch. This role involves overseeing all operational, financial, and administrative aspects, ensuring efficient workflow, and supporting strategic business objectives.
Key Job Responsibilities
- Manage staff workflow and branch operational areas, including new business, technology support, facilities, expenses, and marketing/CRM programs.
Develop and implement efficient procedures throughout the branch, acting as a catalyst for change and growth.
Coordinate all workflow and staff activities in support of branch operations.
Partner with the EVP to formulate and implement quarterly, annual, and long-term business plans.
Monitor strategic action plans and propose alternatives to overcome obstacles.
Provide input and counsel to the complex on branch operation and support issues.
Coordinate SPEN costs and worksheets.
Support management of branch expenses, implementing cost controls.
Support and direct associates on service, new business, and commission-related issues.
Evaluate branch workflow processes for resource efficiency.
Oversee office activities and coordinate on-site activities of branch personnel.
Source, interview, hire, and retain qualified talent to support branch operations.
Responsible for annual performance management of operations staff.
Provide hands-on onboarding support for new recruits, ensuring a smooth transition.
Manage day-to-day office operations, including facilities management, network infrastructure, and security systems.
Organize and maintain local branch files and records.
Coordinate recruiting processes and systems for new financial advisors.
Track and report on onboarding processes to align with organizational requirements.
Plan and coordinate local, branch, and complex events, ensuring alignment with budgetary and objective expectations.
Contribute and actively participate in Complex SME skill sets and drive core process adoption across geographic, branch and Complex systems.
The base salary range for this position is $55,000 - $75,000. Actual base salaries vary based on skills, experience, and geographical location. In addition to base pay, Equitable provides compensation to reward performance with base salary increases, spot bonuses, and short-term incentive compensation opportunities. Eligibility for these programs depends on level and functional area of responsibility.
For eligible employees, Equitable provides a full range of benefits. This includes medical, dental, vision, a 401(k) plan, and paid time off. For detailed descriptions of these benefits, please reference the link below.
Equitable Pay and Benefits : Equitable Total Rewards Program (https://portal.equitable.com/appentry/EDoxRedirect?node_id=A2023013000001)
Qualifications
Required Qualifications
Strong problem-solving and analytical business skills.
Excellent organizational and negotiation skills.
Ability to manage multiple projects and prioritize tasks.
Proficiency in Microsoft Office tools.
Strong verbal and written communication skills.
College degree preferred; relevant experience valued.
Preferred Qualifications
3 years' financial services experience preferred
Skills
Business Analytics: Knowledge of technologies, techniques and practices for the evaluation of business performance data; ability to analyze business performance using advanced statistical methods to predict trends and providing forecasts that drive business decisions and business planning.
Coaching Others: Knowledge of coaching and mentoring concepts and methods; ability to encourage, motivate, and guide individuals in learning and improving effectiveness.
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.
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.
Results Orientation: Knowledge of the importance of meeting or exceeding established targets; ability to drive critical activities to completion.
Staff and Career Development: Knowledge of available internal and external learning resources and ability to address learning, training, and career development needs of individuals, teams or organization.
ABOUT EQUITABLE
At Equitable, we're a team of over ten thousand strong; committed to helping our clients secure their financial well-being so that they can pursue long and fulfilling lives.
We turn challenges into opportunities by thinking, working, and leading differently - where everyone is a leader. We encourage every employee to leverage their unique talents to become a force for good at Equitable and in their local communities.
We are continuously investing in our people by offering growth, internal mobility, comprehensive compensation and benefits to support overall well-being, flexibility, and a culture of collaboration and teamwork.
We are looking for talented, dedicated, purposeful people who want to make an impact. Join Equitable and pursue a career with purpose.
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Equitable is committed to providing equal employment opportunities to our employees, applicants and candidates based on individual qualifications, without regard to race, color, religion, gender, gender identity and expression, age, national origin, mental or physical disabilities, sexual orientation, veteran status, genetic information or any other class protected by federal, state and local laws.
NOTE: Equitable participates in the E-Verify program.
If reasonable accommodation is needed to participate in the job application or interview process or to perform the essential job functions of this position, please contact Human Resources at (212) 314-2211 or email us at TalentAcquisition@equitable.com .
Req ID: 250000CT
