Unitas Wealth Management
Unitas Wealth Management offers customized financial solutions related to income strategies, retirement, asset and legacy planning services.
- Open roles
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- Location
- UNITED STATES-TX-Dallas
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Operations Manager, Dallas TX
at Unitas Wealth Management
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 seeking a dynamic, high-energy individual to join us as the Operations Manager to provide operating support to the EVP, COO and COM of the Dallas office. You’ll manage staff workflow in the branch location, including oversight of Office Coordinators and other positions. The Operations Manager will work in office out of theDallas, TX office.
Equitable Advisors is committed to making a difference in the lives of clients. Across the U.S., 4,330 financial professionals operating under the Equitable Advisors brand engage with individual clients to build relationships focused on helping individuals achieve meaningful financial wellness. In total, Equitable Advisors serves 2.4 million clients nationwide.
What You’ll Be Doing
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Primarily oversee Operations for Dallas branch and secondarily coordinate with partners.
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Manage branch Operations support teams.
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Managing branch budgets and expense approvals.
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Partner with EVP, COO, COM and sales managers to achieve sales and hiring goals for each branch.
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Serve as key escalation point for all Operations and compensation issues.
The base salary range for this position is $72,000 - $108,000. 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