Equitable

Branch Operations Manager

Equitable  •  $61k - $88k/yr  •  Woodbridge, NJ (Onsite)  •  2 months ago
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Job Description

About the Role

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 looking for a highly dynamic Operations Managerto join our team! This position is an Onsite work position based out of our Woodbridge, NJ office

What You'll Be Doing
  • Serve as a point of contact for Ops inquiries/issues
  • Operations Projects & Branch Initiatives Administration
  • Contract tracking and support
  • Leadership growth support
  • AP/tracking
  • New Business Support
  • Technical onboarding for local advisors
  • Reporting & Analytics
  • Book of Business Transitions Support
  • Vendor relations
  • Assist DMs, OM, with onboarding escalations
  • Partner with Complex Operations

The base salary range for this position is $61,000 - $88,000. 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
What You Will Bring
  • Bachelor's degree
  • 3 years of experience in business is preferred
  • Technical aptitude
  • Able to work closely with both the leadership team and advisors
  • Ability to function independently and work well with a team
  • Proactive decision-making skills
  • Ability to collaborate
  • Communication skills

Skills

Data Gathering and Reporting: Knowledge of tools, techniques and processes for gathering and reporting data; ability to practice them in a particular department or division of a company.

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.

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.

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 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. Click Careers at Equitable to learn more.

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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
Equitable

About Equitable

Equitable is one of America’s leading financial services companies. Founded originally in 1859*, the company’s mission is to help clients secure their financial well-being with advice, protection and retirement strategies for individuals, families and small businesses.

Equitable is the brand name of Equitable Holdings, Inc. and its family of companies, including Equitable Financial Life Insurance Company (Equitable Financial) (NY, NY), Equitable Financial Life Insurance Company of America (Equitable America), an AZ stock company, and Equitable Distributors, LLC. Equitable Advisors is the brand name of Equitable Advisors, LLC (member FINRA, SIPC) (Equitable Financial Advisors in MI and TN).

Main address: 1345 Avenue of the Americas, New York, NY 10105

For more information, visit www.equitable.com.

For more information on how we protect your privacy on social media platforms, visit www.equitable.com/social.

*Reference to the 1859 founding applies specially and exclusively to Equitable Financial Life Insurance Company.

GE-8189618.1(7/25)(Exp.7/29)

Industry
Finance & Insurance
Company Size
1,001-5,000 employees
Headquarters
New York, NY
Year Founded
Unknown
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