Branch Operations Manager at Equitable

Overland Park, Kansas, United States -

Full Time

Start Date

Immediate

Expiry Date

03 Aug, 26

Salary

70000.0

Posted On

05 May, 26

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Business Operations, Microsoft Office Suite, Document Management, Project Administration, Effective Communication, Prioritization, Decision Making, Collaboration, Confidentiality, Results Orientation

Industry

Financial Services

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 dynamic Branch Operations Manager to join our team! This position is a onsite work position based out of our Overland Park, KS office. What You’ll Be Doing Manage the day-to-day operations of the office. Handling correspondence, communications, and document preparation for the branch. Assisting with meeting/DSF training organization, agendas, presentations, and follow-ups. Acting as a liaison between internal/external stakeholders and coordinating Sales management team. Handle escalate operations issues. The base salary range for this position is $60,000 - $70,000. 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 5 year+ of Business Operations Experience Ability to work in a face paced environment while serving in different capacities Proven success working with confidential material – must be discreet and trustworthy Proficient with Microsoft Office Suite (Outlook, Word, Excel, etc.) Proactive decision-making skills Ability to collaborate Strong Verbal and Written communication skills Willing to obtain FINRA Series 7 license within your first year Skills Continuous Learning: Understanding of the rationale behind the necessity to continually learn and grow and the ability to seek performance feedback and identify approaches to improve own performance and that of others. Document Management: Knowledge of document management; ability to categorize, integrate, update, document and distribute business information in a secure, effective way. 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. 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. ********** 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.

Responsibilities

Manage day-to-day office operations, including correspondence, document preparation, and coordination for the sales management team. Act as a liaison between stakeholders and handle escalated operational issues.