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?
Equitable is seeking a Branch Manager to join our Atlantic Liberty Branch in Woodbridge, NJ. This position is a gemini position with the EVP overseeing the Atlantic Liberty Branch and will be responsible for the development and execution of the overall Branch business goals. The Branch Manager will be required to live in the geographic proximity to the branch they manage and work in the office a minimum of 4 days per week. This is not a remote position. The Branch Manager will have joint accountability for 9 branch-wide key managerial components:
Key Job Responsibilities
Recruiting, Hiring and RetentionTraining and Development of Associates Staff Management and Development Supervision and Documentation Practices Branch Sales Activity and PromotionMarketing and CommunicationsFinance, Operations and Technology Initiatives Leadership and CultureRBG Leadership and GrowthKey activities include (but are not limited to):
Recruiting and Hiring: Develop a hiring plan and headcount allocation within the branch. Oversee VP recruiting and hiring goals. Manage recruiting budget and recruiting resources. Build a diverse team.
Supervision: Responsible for the supervision of the Financial Professionals in accordance with FINRA, SEC, state and firm rules, policies, and procedures. Further, performance expectations include, but are not limited to: establishing a strong compliance tone/environment, positive branch exam results, team cohesiveness with the principal(s) responsible for day to day supervision, etc.
Staff Management and Development: Demonstrate effective leadership for the entire branch population, including advisors, District Managers and employees. Manage the team in partnership with fellow branch management. Streamline procedures, processes, and people to drive efficient branch results. Create an inclusive culture and cohesive work environment across all locations.
This role is eligible for variable compensation. For eligible employees, Equitable provides a full range of benefits. This includes medical, dental, vision, and a 401(k) plan.
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?
Equitable is seeking a Branch Manager to join our Atlantic Liberty Branch in Woodbridge, NJ. This position is a gemini position with the EVP overseeing the Atlantic Liberty Branch and will be responsible for the development and execution of the overall Branch business goals. The Branch Manager will be required to live in the geographic proximity to the branch they manage and work in the office a minimum of 4 days per week. This is not a remote position. The Branch Manager will have joint accountability for 9 branch-wide key managerial components:
Key Job Responsibilities
Recruiting, Hiring and RetentionTraining and Development of Associates Staff Management and Development Supervision and Documentation Practices Branch Sales Activity and PromotionMarketing and CommunicationsFinance, Operations and Technology Initiatives Leadership and CultureRBG Leadership and GrowthKey activities include (but are not limited to):
Recruiting and Hiring: Develop a hiring plan and headcount allocation within the branch. Oversee VP recruiting and hiring goals. Manage recruiting budget and recruiting resources. Build a diverse team.
Supervision: Responsible for the supervision of the Financial Professionals in accordance with FINRA, SEC, state and firm rules, policies, and procedures. Further, performance expectations include, but are not limited to: establishing a strong compliance tone/environment, positive branch exam results, team cohesiveness with the principal(s) responsible for day to day supervision, etc.
Staff Management and Development: Demonstrate effective leadership for the entire branch population, including advisors, District Managers and employees. Manage the team in partnership with fellow branch management. Streamline procedures, processes, and people to drive efficient branch results. Create an inclusive culture and cohesive work environment across all locations.
This role is eligible for variable compensation. For eligible employees, Equitable provides a full range of benefits. This includes medical, dental, vision, and a 401(k) plan.
Required Qualifications
Bachelor’s degreeFINRA Series 7, 24, 53, and 66 (or 63 65) registrations requiredState life and health licenses required5 years of experience in Branch Management or Sales Management10 years financial services/insurance industry experienceProven track record in managing profitabilityDemonstrated success in leadership rolesPreferred Qualifications
CLU, ChFC and/or CFP a big plusFINRA Series 4 registration is encouraged Strong professional work history in the RBG businessAbility to make sound business and strategic decisions in partnership and conjunction with other leadership within the branchAbility to effectively manage multiple locations across a large geographic areaBroad experience in advance market planning seminar selling, training and sponsored softwareExceptional interpersonal and collaboration skillsDemonstrated success in recruiting and building diverse teams, highly desiredDemonstrated success in overseeing and running an effective supervisory systemExceptional managerial skills, ability to communicate/coach associates, good computer and organizational skillsA compliance record with no substantial disciplinary action or sales practice deficienciesExcellent communications skills and demonstrated ability to interact effectively with all levelsComprehensive knowledge of life, annuity and investment products, market planning and financial planningABOUT 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 atTalentAcquisition@equitable.com.
Required Qualifications
Bachelor’s degreeFINRA Series 7, 24, 53, and 66 (or 63 65) registrations requiredState life and health licenses required5 years of experience in Branch Management or Sales Management10 years financial services/insurance industry experienceProven track record in managing profitabilityDemonstrated success in leadership rolesPreferred Qualifications
CLU, ChFC and/or CFP a big plusFINRA Series 4 registration is encouraged Strong professional work history in the RBG businessAbility to make sound business and strategic decisions in partnership and conjunction with other leadership within the branchAbility to effectively manage multiple locations across a large geographic areaBroad experience in advance market planning seminar selling, training and sponsored softwareExceptional interpersonal and collaboration skillsDemonstrated success in recruiting and building diverse teams, highly desiredDemonstrated success in overseeing and running an effective supervisory systemExceptional managerial skills, ability to communicate/coach associates, good computer and organizational skillsA compliance record with no substantial disciplinary action or sales practice deficienciesExcellent communications skills and demonstrated ability to interact effectively with all levelsComprehensive knowledge of life, annuity and investment products, market planning and financial planningABOUT 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 atTalentAcquisition@equitable.com.