Executive Operations 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 Executive Operations Partner supports core business operations by delivering high-level administrative and operational support to the Branch Manager and Executive Vice President (EVP). This role is highly visible and involves partnering with cross-functional teams to ensure seamless day-to-day operations, enhance advisor support, and drive operational efficiency.

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

Qualifications

• Bachelor's degree in business administration, communications, or a related field, or equivalent work experience
• 3+ years of administrative, executive support, or operations experience, preferably supporting senior leadership
• Proven ability to manage complex calendars, travel coordination, and expense processing with a high degree of accuracy and discretion
• Demonstrated experience working in a fast-paced, dynamic environment with the ability to prioritize and manage multiple responsibilities
• Strong organizational, time management, and problem-solving skills with exceptional attention to detail
• Excellent written and verbal communication skills, with the ability to interact professionally across all levels of the organization
• Ability to work independently and collaboratively with cross-functional teams and stakeholders
• High level of professionalism, discretion, and confidentiality when handling sensitive information
• Proficiency in Microsoft Office Suite (Outlook, Excel, PowerPoint, Word) and familiarity with expense management and calendar tools
• Experience supporting operations, process improvement, or project coordination initiatives is a plus

Pay and Benefits

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, including 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