{"id":3568962,"url":"https://alion.io/job/equitable-advisors-operations-manager","title":"Operations Manager","company":{"id":2726538,"name":"Equitable Advisors","domain":"equitableadvisors.com","url":"https://alion.io/company/equitableadvisors","size_band":"1001-5000","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Oracle","truth_index":null},"role":"Management","role_family":"Management","seniority":"junior","employment_type":null,"work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Charlotte, United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":{"min":70000,"max":80000,"currency":"USD","period":"year","gross":null,"usd_annual":80000},"salary_estimate":null,"experience_years_min":2,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[{"name":"Microsoft Office","optional":false},{"name":"Outlook","optional":false}],"status":"live","first_seen_at":"2026-10-24T00:00:00Z","employer_posted_date":"2026-10-24","last_verified_at":"2026-11-01T15:34:38Z","board_verified":true,"closed_at":null,"days_open":8,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":8},"description":"About the Role\nAt Equitable, we help clients secure their financial well-being so they can pursue long and fulfilling lives, a mission we’ve honed since 1859.\nThe Carolinas Branch is seeking an Operations Manager to join our Charlotte, NC office.Reporting to the Complex Operations Manager (COM) for the Southeast Complex, this role serves as a key operational partner to branch leadership, advisors, and staff. The Operations Manager will oversee office administration, advisor onboarding, recruiting operations, business processing support, advisor experience initiatives, and branch events. This is an ideal opportunity for a highly organized, collaborative professional who enjoys building processes, supporting advisors, and contributing to the overall success of the branch.\nWhat You'll Be Doing\nLead the day-to-day operations of the Charlotte branch office, overseeing administrative functions, facilities, office systems, vendor relationships, technology resources, and business support services.\nManage the advisor’s onboarding experience by coordinating orientation, licensing and contracting requirements, training support, and integration with key branch and corporate resources.\nSupport recruiting operations by managing candidate tracking, interview coordination, onboarding workflows, recruiting systems, and hiring documentation to ensure efficient candidate experience.\nServe as an operational resource for advisors and District Managers, providing support for licensing, contracting, benefits eligibility, succession planning, and other advisor lifecycle needs.\nCoordinate new business processing and commission support, helping advisors navigate submission requirements, monitor pending cases, and resolve operational issues through collaboration with service centers and home office teams.\nPlan and execute branch, regional, and management meetings, conferences, recognition programs, and special events while managing logistics, communications, budgets, and vendor relationships.\nPartner with branch leadership and cross-functional teams to identify operational improvements, streamline processes, and enhance the advisor experience.\nThe base salary range for this position is $70,000 - $80,000. 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.\nFor 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.\nEquitable Pay and Benefits: Equitable Total Rewards Program\nAbout the Role\nAt Equitable, we help clients secure their financial well-being so they can pursue long and fulfilling lives, a mission we’ve honed since 1859.\nThe Carolinas Branch is seeking an Operations Manager to join our Charlotte, NC office.Reporting to the Complex Operations Manager (COM) for the Southeast Complex, this role serves as a key operational partner to branch leadership, advisors, and staff. The Operations Manager will oversee office administration, advisor onboarding, recruiting operations, business processing support, advisor experience initiatives, and branch events. This is an ideal opportunity for a highly organized, collaborative professional who enjoys building processes, supporting advisors, and contributing to the overall success of the branch.\nWhat You'll Be Doing\nLead the day-to-day operations of the Charlotte branch office, overseeing administrative functions, facilities, office systems, vendor relationships, technology resources, and business support services.\nManage the advisor’s onboarding experience by coordinating orientation, licensing and contracting requirements, training support, and integration with key branch and corporate resources.\nSupport recruiting operations by managing candidate tracking, interview coordination, onboarding workflows, recruiting systems, and hiring documentation to ensure efficient candidate experience.\nServe as an operational resource for advisors and District Managers, providing support for licensing, contracting, benefits eligibility, succession planning, and other advisor lifecycle needs.\nCoordinate new business processing and commission support, helping advisors navigate submission requirements, monitor pending cases, and resolve operational issues through collaboration with service centers and home office teams.\nPlan and execute branch, regional, and management meetings, conferences, recognition programs, and special events while managing logistics, communications, budgets, and vendor relationships.\nPartner with branch leadership and cross-functional teams to identify operational improvements, streamline processes, and enhance the advisor experience.\nThe base salary range for this position is $70,000 - $80,000. 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.\nFor 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.\nEquitable Pay and Benefits: Equitable Total Rewards Program\nWhat You'll Bring\nBachelor's degree or equivalent professional experience preferred.\n2+ years of experience in business operations, office management, administrative support, financial services, wealth management, insurance, or a related field.\nStrong organizational and project management skills with the ability to manage multiple priorities in a fast-paced environment.\nExcellent verbal and written communication skills with the ability to build relationships across all levels of the organization.\nDemonstrated ability to handle confidential information with professionalism, discretion, and sound judgment.\nStrong analytical, research, and problem-solving skills with the ability to independently identify and resolve operational challenges.\nProficiency with Microsoft Office Suite, including Outlook, Word, Excel, and PowerPoint.\nAbility to collaborate effectively across branch leadership, advisors, corporate partners, and external vendors.\nExperience coordinating meetings, training sessions, events, or operational projects preferred.\nWillingness to learn and develop expertise across advisor operations, recruiting support, onboarding, and business processing functions.\nSkills\nBranch Operations Management: Ability to manage office operations, facilities, administrative processes, vendor relationships, and business support activities.\nAdvisor & Branch Support: Knowledge of advisor operations, onboarding, licensing, contracting, and advisor lifecycle support.\nRecruiting & Onboarding Coordination: Experience supporting recruiting workflows, candidate tracking systems, onboarding processes, and hiring administration.\nBusiness Processing & Operational Problem Solving: Ability to research issues, coordinate resolutions, and support advisors through operational challenges.\nProject & Event Management: Experience planning meetings, conferences, recognition programs, training sessions, and branch initiatives.\nCommunication & Relationship Management: Ability to collaborate effectively with advisors, branch leadership, corporate teams, vendors, and external partners.\nOrganization & Execution: Strong attention to detail with the ability to prioritize competing responsibilities while meeting deadlines.\nLicensing Requirements\nExpected to obtain FINRA Series 7 registration within 12 months of hire.\nExpected to obtain FINRA Series 24 registration within 18 months of hire.\nAbout Equitable\nAt Equitable, we’re a team committed to helping our clients secure their financial well-being so that they can pursue long and fulfilling lives. We turn challenges into opportunities by thinking, working, and leading differently - where everyone is a leader. We encourage every employee to leverage their unique talents to become a force for good at Equitable and in their local communities.\nWe are continuously investing in our people by offering growth, internal mobility, comprehensive compensation and benefits to support overall well-being, flexibility, and a culture of collaboration and teamwork.\nWe are looking for talented, dedicated, purposeful people who want to make an impact. Join Equitable and pursue a career with purpose. Click Careers at Equitable to learn more.\n**********\nEquitable 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.\nNOTE: Equitable participates in the E-Verify program.\nIf reasonable accommodation is needed to participate in the job application or interview process or to perform the essential job functions of this position, please contact Human Resources at (212) 314-2211 or email us at .\nWhat You'll Bring\nBachelor's degree or equivalent professional experience preferred.\n2+ years of experience in business operations, office management, administrative support, financial services, wealth management, insurance, or a related field.\nStrong organizational and project management skills with the ability to manage multiple priorities in a fast-paced environment.\nExcellent verbal and written communication skills with the ability to build relationships across all levels of the organization.\nDemonstrated ability to handle confidential information with professionalism, discretion, and sound judgment.\nStrong analytical, research, and problem-solving skills with the ability to independently identify and resolve operational challenges.\nProficiency with Microsoft Office Suite, including Outlook, Word, Excel, and PowerPoint.\nAbility to collaborate effectively across branch leadership, advisors, corporate partners, and external vendors.\nExperience coordinating meetings, training sessions, events, or operational projects preferred.\nWillingness to learn and develop expertise across advisor operations, recruiting support, onboarding, and business processing functions.\nSkills\nBranch Operations Management: Ability to manage office operations, facilities, administrative processes, vendor relationships, and business support activities.\nAdvisor & Branch Support: Knowledge of advisor operations, onboarding, licensing, contracting, and advisor lifecycle support.\nRecruiting & Onboarding Coordination: Experience supporting recruiting workflows, candidate tracking systems, onboarding processes, and hiring administration.\nBusiness Processing & Operational Problem Solving: Ability to research issues, coordinate resolutions, and support advisors through operational challenges.\nProject & Event Management: Experience planning meetings, conferences, recognition programs, training sessions, and branch initiatives.\nCommunication & Relationship Management: Ability to collaborate effectively with advisors, branch leadership, corporate teams, vendors, and external partners.\nOrganization & Execution: Strong attention to detail with the ability to prioritize competing responsibilities while meeting deadlines.\nLicensing Requirements\nExpected to obtain FINRA Series 7 registration within 12 months of hire.\nExpected to obtain FINRA Series 24 registration within 18 months of hire.\nAbout Equitable\nAt Equ...","description_format":"text","description_chars":13495,"description_truncated":true,"requirements":{"experience_years_min":2,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":{"level":"bachelor","optional":true},"security_clearance":false,"languages":[]},"benefits":["Home office"],"hiring_locations":[],"hiring_excludes":[],"relocation_offered":false,"industries":["Financial Services","Wealth Management & Financial Advisors"],"lifecycle":[{"event":"open","at":"2026-10-31T14:19:58Z"}],"visa":[],"liveness":{"score":76,"band":"hot","label":"Hiring now","p_open":1,"p_active":0.845,"p_room":0.9,"age_days":8,"expected_fill_days":22,"reasons":["conf:2","win:mid","comp:junior,brand"],"computed_at":"2026-11-01T06:10:25Z"},"pay":{"stated_usd_annual":80000,"is_top_pay":false},"html_url":"https://alion.io/job/equitable-advisors-operations-manager","json_url":"https://alion.io/job/equitable-advisors-operations-manager.json","meta":{"generated_at":"2026-11-01T19:30:50Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":29910,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-11-02T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.02,"usd":0.002,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":2726538},"rest":"https://alion.io/mcp/rest/get_company?id=2726538"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Fequitable-advisors-operations-manager"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":1,"usd":0.1},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Fequitable-advisors-operations-manager"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.02,"usd":0.002},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Fequitable-advisors-operations-manager"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/equitable-advisors-operations-manager\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fequitable-advisors-operations-manager"}],"agent":{"mcp":"https://alion.io/mcp/jobs","mcp_open":"https://alion.io/mcp/open","next":[{"tool":"get_job","arguments":{"id":3568962}},{"tool":"search_jobs","arguments":{"company":"equitableadvisors.com","detail":"compact"}},{"tool":"match_people","arguments":{"job_id":3568962},"note":"people open to offers who fit this vacancy"}],"note":"The same data through MCP tools: https://alion.io/mcp/open needs no sign-in (compact searches, postings, people); https://alion.io/mcp with an Alion account has everything. Docs: https://alion.io/developers"}}