Branch Operations Manager

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.

We’re excited to welcome a Branch Operations Manager to our team—an integral role that sits at the center of our branch’s success. This position is ideal for someone who thrives in a fast-paced environment, enjoys bringing structure and organization to complex operations, and takes pride in delivering a seamless experience for both internal teams and external partners.

As a Branch Operations Manager, you’ll play a key leadership role in ensuring our office runs efficiently and effectively, while supporting our sales team and enhancing overall operational excellence.

This role requires full-time, in-office presence Monday through Friday, aligning with core hours (8:00 AM–5:00 PM CST) to ensure consistent, real-time support and a high-quality customer experience.

WHAT YOU'LL BE DOING

• Lead day-to-day branch operations, ensuring a smooth, organized, and high-performing office environment

• Manage correspondence, communications, and document preparation, maintaining accuracy and professionalism across all materials

• Coordinate meetings and DSF training sessions, including scheduling, agendas, presentations, and follow-through actions

• Act as a central liaison between internal teams, external partners, and the Sales leadership team to ensure alignment and effective communication

• Identify and escalate operational issues, driving timely resolution and continuous improvement

• Partner closely with leadership to optimize operational processes and support overall business objectives

The base salary range for this position is $60,000 - $70,000. 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