Demo

Southeast Complex Operations Manager

Equitable
Franklin, TN Full Time
POSTED ON 4/1/2025
AVAILABLE BEFORE 4/30/2025
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 Operations Manager to join our Southeast Complex team. This is a dynamic, high-energy individual providing operating support to the Branch Managers and Complex COO. You will manage staff workflow in Southeast Complex branch locations, including oversight of Office Coordinators and other positions. This is an onsite position working out of one of our branches within the Southeast Complex:

  • Orlando, FL
  • Tampa, FL
  • Jacksonville, FL
  • Miami, FL
  • Fort Lauderdale, FL
  • Charlotte, NC
  • Atlanta, GA
  • Franklin, TN

Key Job Responsibilities

  • Ongoing communications from Complex Management
  • Training, Calls, Weekly/Monthly Communications
  • Partner with Complex COO to identify improvable metrics
  • Maintain branch/complex reporting
  • Partner with compliance for campaign approvals
  • Partner with marketing lead to promote branch/complex campaigns and maintain consistency
  • Attend branch/complex meetings
  • Attend branch/complex incentive trips
  • SPEN Management
  • Partner with Complex COO on budget analysis (7 branches)

The base salary range for this position is $125,000 - $140,000. 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

Required Qualifications

  • 5 years of experience in Sales Operations Support (Financial Services Support Experience Preferred)
  • Experience leading a team
  • Ability to travel between branches
  • Proficiency in Microsoft Office Suite

Preferred Qualifications

  • Detail oriented, with strong ability to streamline communication.
  • Outgoing, positive team player with strong interpersonal and customer service skills; innovative, creative, and committed to delivering the best employee experience.
  • High sense of urgency, flexible, and resourceful with strong execution skills; must maintain confidentiality.
  • Should possess ability to work independently and in a team environment.
  • Collaborative skills, working with all levels and dedicated to a positive employee experience.

Skills

Budget Management: Knowledge of the principles and methodology of budget management; ability to utilize the tools, techniques and procedures needed to establish and monitor budgets.

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.

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.

Diversity, Equity and Inclusion: Demonstrates a commitment to Diversity, Equity and Inclusion by treating everyone with respect and dignity, ensuring all voices are heard and advocating for change.

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.

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.

Primary Location

UNITED STATES-FL-Orlando

Other Locations

UNITED STATES-NC-Charlotte, UNITED STATES-FL-Miami, UNITED STATES-FL-Fort Lauderdale, UNITED STATES-GA-Atlanta, UNITED STATES-FL-Tampa, UNITED STATES-FL-Jacksonville, UNITED STATES-TN-Franklin

Organization

Equitable

Schedule

Full-time

Salary : $125,000 - $140,000

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