Branch Manager-Executive Vice President MidAmerica

Experience level Experienced Hire
Job details sector Sales and Distribution
Thank you for your interest in a position with Equitable.

The Branch Manager position will be responsible for the development and execution of the overall branch business goals. The Branch Manager will have ultimate accountability for 7 complex wide key managerial components:
• Recruiting, Hiring and Retention
• Training and Development of Associates
• Leadership and Staff Management and Development
• Supervision and Documentation Practices
• Branch Sales Activity and Promotion
• Marketing and Communications
• Finance, Operations and Technology Initiatives


The location can be in either Cleveland, OH, Louisville, KY, or Indianapolis, IN.


The ideal candidate will possess the following:

•Proven track record in managing profitability
• Broad experience in advance market planning seminar selling, training and sponsored software preferred
• Demonstrated success in leadership roles
• Ability to make sound business and strategic decisions in partnership and conjunction with other leadership within the branch
• Ability to effectively manage multiple locations across a large geographic area
• Exceptional interpersonal and collaboration skills
• Demonstrated success in recruiting and building diverse teams preferred
• Demonstrated success in overseeing and running an effective supervisory system
• Exceptional managerial skills, ability to communicate/coach associates, good computer and organizational skills.
• Excellent communications skills and demonstrated ability to interact effectively with all levels
• Comprehensive knowledge of life, annuity and investment products, market planning and financial planning

Key activities include (but are not limited to):
Recruiting and Hiring: 

Develop a hiring plan and headcount allocation within the branch. 
Oversee DVP recruiting and hiring goals. 
Manage recruiting budget and recruiting resources. 
Build a diverse team.

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. 

- Position can be filled in Ohio, Kentucky or Indianapolis.

Minimum Qualifications:

• 5 + years in Branch or Sales Management
• 10 years industry experience
• FINRA Series 7, 24, 53, and 66 (or 63 & 65) registrations required
• State life and health licenses required
• Bachelor's degree required


Preferred Qualifications:


•CLU, ChFC and/or CFP preferred


About Equitable
We have been providing stability and reliability to our clients since 1859 to help them live their lives with confidence, to give them peace of mind, and enable them to realize their dreams for their loved ones and their legacy.

As an employer, Equitable is committed to creating an environment where everyone feels completely comfortable bringing their true selves to work every day. Equitable has been recognized and certified as a great place to work by the Great Place to Work Institute.

We provide our employees opportunities to move within our organization so they can grow their career and skills without ever having to leave Equitable. Almost 40% of our open jobs are filled with current employees.

In addition to competitive compensation and an outstanding benefits package including 401(k) and medical programs, we offer the opportunity for continued professional development in a congenial corporate environment.

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) 314-2195 or email us at