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 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. 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 Compensation 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. 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 prioritise and manage multiple responsibilities Strong organisational, 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 organisation 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 Key Skills Accuracy and Attention to Detail: Understanding the necessity and value of accuracy; ability to complete tasks with high levels of precision. Effective Communications: Ability to effectively transmit, receive and accurately interpret ideas, information and needs through the application of appropriate communication behaviours. Interpersonal Relationships: Knowledge of the techniques and ability to work with a variety of individuals and groups in a constructive and collaborative manner. Managing Multiple Priorities: Ability to manage multiple concurrent objectives, projects, groups or activities, making effective judgments as to prioritising and time allocation. Office Administration: Ability to carry out ongoing office administration tasks effectively and efficiently in support of local and remote teams. Problem Solving: Knowledge of approaches, tools, techniques for recognising, anticipating and resolving organisational, operational or process problems; ability to apply knowledge of problem‑solving appropriately to diverse situations. Equal Employment Opportunity Statement Equitable is committed to providing equal employment opportunities to our employees, applicants and candidates based on individual qualifications, without regard to race, colour, 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. NOTE: Equitable participates in the E‑Verify programme. If 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 View phone number on click.appcast.io or email us at View email address on click.appcast.io. #J-18808-Ljbffr