Operations and Administrative Partner

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 Operations and Administrative Partner is a key role supporting core business operations by delivering high-level administrative and operational support to the Branch Manager and Executive Vice President (EVP). This highly visible position partners with cross-functional teams to ensure seamless day- to-day operations, enhance advisor support, and drive operational efficiency. The role is ideal for a proactive, detail-oriented professional who thrives in a fast-paced environment and is committed to delivering meaningful business results.

This role requires full-time, in-office presence Monday through Friday, aligning with core hours (8:30 AM–5:30 PM) to ensure consistent, real-time support and a high-quality customer experience.

What You’ll Be Doing

• Provide high-level administrative and operational support to the Branch Manager and EVP, ensuring seamless day-to-day business operations

• Manage executive calendar, coordinate travel, process expenses, and lead meeting planning and branch communications

• Partner with Complex Operations Managers and EVP Assistants to drive alignment and ensure operational consistency across the Complex

• Collaborate with the Office Coordinator to oversee daily office operations, including mail distribution, conference room scheduling, and supply management

• Serve as a high-impact, high-visibility contributor with strong accountability across a broad range of business activities

• Lead problem-solving initiatives by identifying challenges and implementing solutions to enhance advisor support for established Associates and Districts

• Work cross-functionally to streamline procedures, improve processes, and execute initiatives that drive measurable business outcomes

The base salary range for this position is**** $53,797 - $65,000. 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 refer to the link below.

Equitable Pay and Benefits: Equitable Total Rewards Program