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.  

The Southeast Complex is currently seeking a Chief Operating Officer (COO).   The territory of the Southeast Complex covers Charlotte, NC; Tampa, FL; Orlando, FL; Miami, FL; Jacksonville, FL; Atlanta, GA; Lebanon, TN.   The Southeast Complex COO will be an integral part of the complex leadership team and work in one of the branches within the Southeast Complex territory.  This individual should have a strong business acumen in operations and people leadership skills. 

This position is the business operational lead for the Southeast Complex.  Will be expected to be an exceptional business partner with the Complex Sales Leader and other Branch Managers.  Fosters a highly effective culture and manages across multiple locations with onsite and remote employees.  In partnership with Wealth Management business leaders and HR, will be expected to effectively drive goals, processes and policies to run an effective Complex organization. Manages managers and has multiple direct reports across multiple sites.  Proven track record in developing and promoting branch staff members.   Superior strategic planning skills – plans, develops, and implements business processes that enable the Southeast Complex to meet its business objectives. Will integrate and streamline resources across branch locations, identifying areas of overlap and opportunities for efficiencies.  In close partnership with corporate operations departments, looks for opportunities to improve operational guidelines for all locations within the complex.

What You'll Be Doing

·        Act as the lead when it comes to partnering with internal and external stakeholders to achieve desired results

·        Lead complex communication and enforcement regarding company policies and guidelines

·        Be responsible for new organizational structure and change management processes

·        Responsible for Complex/Branch budgets (in partnership with Branch Manager)

·        Act as the lead resource by sharing time and expertise to assist HQ in the development of new programs and serving on committees

·        Will be responsible for managing other people managers

·        Develop and retain employees across multiple geographies

·        Promote a culture of inclusion

·        Size & Scope of Area (function supervised/number of employees):

-       Operational territory of multiple branches

-       650+ advisors

-       ~100 employees

-       $100M+ PC’s
 

The base salary range for this position is $107,000 - $168,000. 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

•           10+ Years of Operations Experience

•           FINRA Series 7 & 24 Registrations

•           Success and ability to concurrently manage multiple cross functional projects and deliverables

Preferred Qualifications

•           Able to resolve conflicts and problems independently

•           Excellent presentation skills

•           Strong leadership Skills

•           Ability to function independently

•           Proactive decision-making skills

•           Strong ability to collaborate

•           Strong communication skills

•           Full understanding of the organization's financial performance and how various factors influence results

•           Ability to effectively manage remotely

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 [email protected].