What are the responsibilities and job description for the Practice Operations Manager position at Equitable?
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?
Equitable is seeking an experienced Practice Operations Manager and Team Leader to join our team in Miami, FL.This position will organize and oversee the daily operations of our company, ensuring our business is well-coordinated and productive by managing its procedures and coaching its people. The area of responsibility for this role is very wide and thus requires thorough knowledge of various company processes. To excel in this role, you need to be detail oriented and ability to plan, with accuracy, many kinds of operational activities. The goal of this position is to safeguard and augment the efficiency and effectiveness of the company’s operations to facilitate accelerating development and long-term success.The Private Client Group service philosophy is simple : provide a concierge approach to financial planning, where our associates build trusting relationships with their clients and peers.
The purpose of the Operations Manager is to provide day-to-day oversight of all B / D operational processes from opening of new accounts to account maintenance and servicing. Provides necessary oversight and ensures that operational processes adhere to the relevant regulatory requirements. The role is responsible for understanding financial professional’s needs and continually improving operational processes to improve the client experience. The Operations Manager will implement process improvement plans through careful metric evaluation, setting and following procedures and set and monitor goals for performance and growth for the team. The Operations Manager will lead employees to encourage maximum performance and dedication. Assist the Director of Operations in special and strategic projects.
Key Job Responsibilities
- Responsible for proper execution of the firm’s Operational Calendar and related activities for The Private Client Group by ensuring that business objectives are met.
- Develops and implements company policies and procedures as well as ensures compliance with these procedures.
- Evaluates and enhances current operational systems to reduce cycle time and create efficiency.
- Designs systems to deliver a world class client experience and enhance profitability.
- Creates and distributes reporting that keeps the advisory team informed on all key performance indicators.
- Provides leadership and guidance to the internal team by customizing an individualized career path for each teammate. Coaches. Inspires.
- Administers human resources processes at the firm to include recruiting, hiring, performance reviews and management action as needed.
- Supports the marketing efforts of the firm by creating & implementing marketing efforts to existing and prospective clients.
Key Job Tasks
Key Performance Indicators
The base salary range for this position is $100,000 - $170,000. 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 :
Qualifications
Salary : $100,000 - $170,000
