Senior Operations Consultant (Onsite) ( 240000LY )

Primary Location : UNITED STATES-NJ-Woodbridge

Organization : Equitable

Schedule : Full-time

Description

At Equitable, our power is in our people.

We're individuals from different cultures and backgrounds. Those differences make us stronger as a team and a force for good in our communities. Here, you'll work with dynamic individuals, build your skills, and unleash new ways of working and thinking. Are you ready to join an organization that will help unlock your potential?

This role is located in Woodbridge, New Jersey and is required to be onsite.

Job responsibilties

• Local point of contact, operations champion and is a key resource to the Complex Operations Manager for the Northeast

• Delivers technical onboarding support for all new advisors and works with Technology/Digital Leads

• Guides PEP thru onboarding process and follows up with regard to outstanding requirements

• Schedules 1:1 meetings with DMs to ensure all candidate flow is accurate

• Completes the pre-hire process for all new associates. Process includes coordinating applications, conditional offer letters, background checks, CLEAR report, and assembling pre-hire folder

• Works with DMs to ensure data in Smartsheet is accurate

• Works in concert with Talent Acquisition and sources/follows up w/ leads as needed

• Supports Branch-Wide communications and works in concert with COO to communicate key items

• Is the location liaison and works with building management

• Works in concert with Marketing Lead to assist with creating and designing Branch-specific communication pieces and marketing communication

• Facilitate monthly Managers meetings, include offsite events

• Support all branch events

• Create, edit and release monthly newsletters

• Is a backup to checks, correspondence, and other critical mail processing

• Back up for printing and stationary for office, and supply order as necessary

• Ensures marketing materials are ordered and inventory is maintained

• Backup to technology troubleshooting and works with Technology Manager as needed

• Backup for organizes moving with local vendors if FP’s move and move out of office

• Back up to support in management of conference rooms.

• Backup to enforcement of health and safety and Standard Office Procedures

The base salary range for this position is $60,000-$75,000. 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 reference the link below.

Equitable Pay and Benefits: Equitable Total Rewards Program (https://portal.equitable.com/appentry/EDoxRedirect?node_id=A2023013000001)

#LI-ANCHOR

Qualifications

Required Qualifications

• Bachelor’s degree required

• 2 years' experience, financial industry experience a plus

• Advanced knowledge of Microsoft Office Suite (all versions) including MS Excel

• Excellent written and verbal communication skills

• Proven record of guiding people thru a process

• Strong analytical and critical thinking skills with keen interest to further develop these abilities

• Reliable with excellent prioritization skills, a clear focus on results and meeting deadlines

• Experience working on projects with multiple, cross-functional stakeholders

• Ability to serve as primary contact to and communicate with financial professionals with diplomacy and tact

• Quick to learn and implement, regardless of result

• Able to resolve conflict, problems, and function independently

• Understands the need for confidentiality at all levels of work

Document Management: Knowledge of document management; ability to categorize, integrate, update, document and distribute business information in a secure, effective way.

Effective Communications: Understanding of effective communication concepts, tools and techniques; ability to effectively transmit, receive, and accurately interpret ideas, information, and needs through the application of appropriate communication behaviors.

Knowledge of Organization: Knowledge of the organization's vision, structure, culture, philosophy, operating principles, values, and code of ethics; ability to understand the value of aligning capabilities with business goals to support optimal performance.

Managing Multiple Priorities: Knowledge of effective self-management practices; ability to manage multiple concurrent objectives, projects, groups, or activities, making effective judgments as to prioritizing and time allocation.

Project Administration: Knowledge of project administration best practices and ability to use organizational strategies, practices and tools for administering projects.

Diversity, Equity and Inclusion: Demonstrates a commitment to Diversity, Equity and Inclusion by treating everyone with respect and dignity, ensuring all voices are heard and advocating for change.

ABOUT EQUITABLE

At Equitable, we’re a team of over ten thousand strong; 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.

We 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.

We are looking for talented, dedicated, purposeful people who want to make an impact. Join Equitable and pursue a career with purpose.

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.

NOTE: Equitable participates in the E-Verify program.

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 (212) 314-2211 or email us at TalentAcquisition@equitable.com .

Req ID: 240000LY