Equitable · 20 hours ago
Southeast Complex COO
Tampa, FL
Full-time
Onsite
Director/Executive
$107K/yr - $168K/yr
10+ years expEquitable is dedicated to helping clients secure their financial well-being. The Southeast Complex COO will lead business operations across multiple branches, fostering a culture of inclusion and managing a team of managers to achieve organizational goals.
BankingConsultingFinancial Services
Responsibilities
Act as the lead when it comes to partnering with internal and external stakeholders to achieve desired results
Lead complex communication and enforcement regarding company policies and guidelines
Be responsible for new organizational structure and change management processes
Responsible for Complex/Branch budgets (in partnership with Branch Manager)
Act as the lead resource by sharing time and expertise to assist HQ in the development of new programs and serving on committees
Will be responsible for managing other people managers
Develop and retain employees across multiple geographies
Promote a culture of inclusion
Operational territory of multiple branches
650+ advisors
~100 employees
$100M+ PC’s
Qualification
Required
10+ Years of Operations Experience
FINRA Series 7 & 24 Registrations
Success and ability to concurrently manage multiple cross functional projects and deliverables
Preferred
Able to resolve conflicts and problems independently
Excellent presentation skills
Strong leadership Skills
Ability to function independently
Proactive decision-making skills
Strong ability to collaborate
Strong communication skills
Full understanding of the organization's financial performance and how various factors influence results
Ability to effectively manage remotely
Benefits
Medical
Dental
Vision
A 401(k) plan
Paid time off
Company
Equitable
Equitable provides consulting services to secure the financial well-being and retirement strategies for individuals and families.
5001-10000 employees
H1B Sponsorship
Equitable has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (31)
2024 (18)
2023 (26)
2022 (37)
2021 (20)
2020 (12)
Funding
Current Stage
Late StageLeadership Team
Mark Pearson
CEO and President
Vincent Xuan
Head of Life Insurance & CEO of Equitable Financial Bermuda Re
Recent News
MarketScreener
2025-11-04
2025-10-27
Company data provided by crunchbase