Executive Operations Partner

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Equitable

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Full-time

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 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.

• 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
• Experience supporting operations, process improvement, or project coordination initiatives is a plus

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.

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

• Accuracy and Attention to Detail: Understanding the necessity and…