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 are seeking a Branch Operations Manager to lead and optimize operations across our Cincinnati and Kentucky branches. This role is central to driving efficiency, supporting sales performance, and ensuring strong financial and operational discipline. The ideal candidate is a proactive leader who excels in a fast-paced environment, partners effectively with leadership, and is committed to delivering operational excellence and continuous improvement.

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) to ensure consistent, real-time support and a high-quality customer experience.

What You'll Be Doing

• Oversee day-to-day operational functions for the Cincinnati and Kentucky branches, ensuring efficiency, consistency, and alignment with organizational standards
  

• Coordinate with the partner Complex Chief Operations Manager (COM) to support seamless cross-branch operations and process alignment
  

• Lead, manage, and develop branch operations support teams, including coaching, performance management, and fostering a culture of continuous improvement
  

• Manage branch budgets, including monitoring expenses and approving expenditures to ensure financial discipline and adherence to targets
  

• Partner with the EVP and sales managers to support achievement of branch sales and recruiting goals through strong operational execution
  

• Identify and implement process improvements to enhance workflow efficiency, scalability, and overall operational effectiveness
  

• Serve as the primary escalation point for operations and compensation-related issues, ensuring timely resolution and clear communication
  

The base salary range for this position is $57,397 - $94,705. 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

• 3 years of business operations experience, with a proven ability to drive efficiency and support high-performing teams
  

• Highly detail-oriented with the ability to streamline communication and ensure accuracy, clarity, and efficiency across processes and stakeholders
  

• Outgoing and collaborative team player with strong interpersonal and customer service skills, bringing a positive mindset, creativity, and a commitment to delivering an exceptional employee experience
  

• Demonstrates a high sense of urgency with the ability to be flexible, resourceful, and results-driven while maintaining strong execution and handling confidential information with discretion
  

• Proven ability to work both independently and within a team environment, effectively partnering with individuals at all levels of the organization to support a strong and inclusive employee experience
  

Skills
Coaching & Mentoring: Demonstrated ability to coach, motivate, and guide individuals to enhance performance, build capability, and achieve professional growth.
Staff & Career Development: Strong understanding of learning strategies and development resources, with the ability to identify and support training and career progression needs for individuals and teams.
Continuous Learning: Commitment to fostering a culture of ongoing development by leveraging internal and external resources to strengthen skills, knowledge, and organizational effectiveness.
Results Orientation: Proven ability to meet or exceed established goals by driving key initiatives, maintaining focus on priorities, and