Northern Complex Operations Manager, Cleveland Branch

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 t o provide operating support to EVP and COO of the Cleveland 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 theCleveland branch office. This role requires full-time, in-office presence Monday through Friday, aligning with core hours (8:30 AM–5:30 PM EST) to ensure consistent, real-time support and a high-quality customer experience.

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

Responsibilities

• Primarily oversee Operations for Ohio branch and secondarily coordinate with partners.

• Manage branch Operations support teams.

• Managing branch budgets and expense approvals.

• Partner with EVP and sales managers to achieve sales and hiring goals for each branch.

• Serve as key escalation point for all Operations and compensation issues.

The base salary range for this position is $100,000 - $125,000. 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