Branch Operations Manager

Equitable; Overland Park (KS); On-site; USD 60,000 - 70,000; Full time

Benefits offered by this job

Medical coverage

Dental coverage

Vision coverage

401(k) plan

Paid time off

Job summary

Equitable is seeking a candidate for business operations management in Overland Park, KS. The role involves managing daily office operations, handling communications, and acting as a liaison for the sales management team. Candidates should have over 5 years of experience, proficiency with Microsoft Office, and strong communication skills. A salary range of $60,000 to $70,000 is offered, complemented by benefits including medical, dental, and 401(k) plans.

Qualifications

• 5+ years of business operations experience.
• Ability to work in a fast-paced environment while serving in different capacities.
• Proven success working with confidential material – must be discreet and trustworthy.
• Proactive decision-making skills.
• Ability to collaborate effectively.
• Strong verbal and written communication skills.
• Willingness to obtain FINRA Series 7 license within your first year.

Responsibilities

• Manage the day-to-day operations of the office.
• Handle correspondence and document preparation for the branch.
• Assist with meeting organization and follow-ups.
• Act as a liaison with internal and external stakeholders.
• Handle escalated operations issues.

Skills

Continuous Learning

Document Management

Effective Communications

Managing Multiple Priorities

Project Administration

Results Orientation

Tools

Microsoft Office Suite

Job description

What You’ll Be Doing

• Manage the day‑to‑day operations of the office.
• Handle correspondence, communications, and document preparation for the branch.
• Assist with meeting/DSF training organization, agendas, presentations, and follow‑ups.
• Act as a liaison between internal and external stakeholders and coordinate the sales management team.
• Handle escalated operations issues.

What You Will Bring

• 5+ years of business operations experience.
• Ability to work in a fast‑paced environment while serving in different capacities.
• Proven success working with confidential material – must be discreet and trustworthy.
• Proficiency with Microsoft Office Suite (Outlook, Word, Excel, etc.).
• Proactive decision‑making skills.
• Ability to collaborate effectively.
• Strong verbal and written communication skills.
• Willingness to obtain FINRA Series 7 license within your first year.

Skills

• Continuous Learning: Understanding the rationale behind continual learning and growth, and the ability to seek performance feedback and identify approaches to improve own performance and that of others.
• Document Management: Knowledge of document management; ability to categorize, integrate, update, document and distribute business information securely and effectively.
• Effective Communications: Understanding of effective communication concepts, tools and techniques; ability to transmit, receive, and accurately interpret ideas, information, and needs through appropriate communication behaviors.
• Managing Multiple Priorities: Knowledge of effective self‑management practices; ability to manage multiple concurrent objectives, projects, groups, or activities, making effective judgments on prioritizing and time allocation.
• Project Administration: Knowledge of project administration best practices and ability to use organizational strategies, practices and tools for administering projects.
• Results Orientation: Knowledge of the importance of meeting or exceeding established targets; ability to drive critical activities to completion.

Benefits

Base salary range: $60,000 – $70,000 (actual base salaries vary based on skills, experience, and geographical location). Base pay is complemented by spot bonuses and short‑term incentive compensation opportunities, subject to eligibility.

• Medical coverage
• Dental coverage
• Vision coverage
• 401(k) plan
• Paid time off

Location: Overland Park, KS

Schedule: Full‑time

Equitable is committed to providing equal employment opportunities to our employees, applicants, and candidates based on individual qualifications, without regard to race, color, religion, gender, gender identity and expression, age, national origin, mental or physical disabilities, sexual orientation, veteran status, genetic information, or any other class protected by federal, state, and local laws.

Equitable participates in the E‑Verify program.