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Cetera Financial Group

Senior Manager, Regional Growth Team (Southeast Region)

Reposted 4 Days Ago
Be an Early Applicant
Remote
Hiring Remotely in United States
115K-125K Annually
Senior level
Remote
Hiring Remotely in United States
115K-125K Annually
Senior level
Lead a Regional Growth Team to achieve sales goals, manage advisor relationships, and enhance organic growth. Oversee engagement plans and sales pipelines while collaborating with onboarding and sales teams.
The summary above was generated by AI

Accountable for leading a Regional Growth Team and its delivery of results against sales goals and organic growth value line KPIs. Primary owner of advisor relationships. This is a remote role, and candidates must be located in the Southeast Region (FL, GA, AL, LA, AR, MS). Our primary focus for location preferred would be FL, GA, LA or AL but will consider all qualifying candidates within the required region. High concentration areas of travel will be New Orleans, LA, Birmingham, AL, Atlanta, GA, and South Florida

What You Will Do

  • People Management
  • Responsible for the direct management and delivery of role accountabilities through the growth team.
  • Responsible for driving sales through the funnel from discovery to completion and leading the Regional Growth Team in developing and ensuring the execution of regular engagement plans and the management of the sales pipelines.
  • Organic Growth & Advisor Engagement
  • Primary owner of assigned advisor relationships working with Cetera value proposition experience throughout the advisor life cycle
  • Responsible for the development and deployment of Cetera-sponsored study groups for advisors.
  • Manage the team in fueling organic growth, engagement, advisor satisfaction, and advisor retention through key value proposition engagements and relationship management, including advisor adoption of Cetera growth tools, platforms, and solutions.
  • Work in collaboration with business development onboarding and sales enablement teams to ensure verified assets are realized on Cetera platform(s) within defined timeframes.
  • Actively identify and/or create opportunities to connect the Advisor with subject matter experts to drive product adoption of investment solutions, advice offerings, and Cetera platforms.

 

What You Need To Have

  • Bachelor’s Degree
  • Minimum 8 years of Relationship & Sales Experience
  • Series 7, 66 (or 63 & 65) and /or 24 FINRA Licenses
  • Minimum 3 years of managing a regional team

 

What Are Nice To Have

  • Strong industry knowledge (preferably independent broker-dealer channel).
  • Proven sales background, field (not just desk) experience.
  • Executive presence ("gravitas"), ability to interact with major business owners.
  • Strong management and leadership capacity, not just sales acumen.
  • Coach, strategize, approve PTO, set direction, motivate and inspire direct reports.
  • Must be comfortable both presenting to individuals and large audiences (up to 300 people).
  • Change and business planning consulting for advisors (efficiency, AUM/AUA/GDC growth, practice management).

 

Travel REQUIREMENTS

  • Up to 50%

 

Compensation

The base annual salary range for this role is $115,000 to $125,000 and a generous incentive compensation package. Base annual salary depends on a wide array of factors, including but not limited to skill set, years and depth of experience, certifications, and location. Base annual salary may also differ significantly due to geography and cost of labor considerations.

#LI-Remote

About Us

About Us

What we give you in return:

Not many teams can say that they support people’s dreams coming to life. We happen to do that every day. And as important as we know your career is, we recognize that there’s a whole lot more to life. To ensure that our employees can make the most of their time outside of working hours, we offer a competitive salary and for full-time roles, a benefits package including:

  • Inclusive health, dental, vision, and life insurance plans built to support diverse lifestyles, offer preventative care, and protect against hardship.
  • Easy access to mental health benefits to meet our team members and their families where they are.
  • 20+ days of paid time off (PTO), paid holidays, and 2 paid wellness days to give our employees the time they need to stay close with their loved ones, recharge, and give back to their communities.
  • 401(k) savings plan with a generous company contribution (up to 5%), and access to a financial professional to offer our employees the opportunity to plan-ahead for a strong financial future well beyond their working years.
  • Paid parental leave to support all team members with birth, adoption, and fostering.
  • Health Savings and Flexible Spending Account options to help you save money on healthcare, daycare, commuting, and more.
  • Employee Assistance Program (EAP), LifeLock, Pet Insurance and more.
  • Paid caregiver leave to provide time away from work when caring for an ill or recovering family member.
  • Additional benefits such as an Employee Assistance Program (EAP), identity theft protection (LifeLock), pet insurance, and other voluntary benefits to provide extra peace of mind

About Cetera

Cetera Financial Group® (Cetera) is a leading network of independent retail broker-dealers and registered investment advisers empowering the delivery of objective financial advice to individuals, families, and company retirement plans across the country through trusted financial advisors and financial institutions. Cetera is one of the largest independent financial advisor networks in the nation and a leading provider of retail services to the investment programs of banks and credit unions.

Advisor support resources offered through Cetera include award-winning wealth management and advisory platforms, comprehensive broker-dealer and registered investment adviser services, practice management support, and innovative technology.

Cetera Financial Group (Cetera) is a network of independent retail firms, including those that are members of FINRA/SIPC: Cetera Advisors LLC; Cetera Wealth Services, LLC (formerly known as Cetera Advisor Networks); Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors); and Cetera Financial Specialists LLC. Entities registered as investment advisers with the Securities and Exchange Commission include Cetera Investment Management LLC and Cetera Investment Advisers LLC. Cetera's principal office is located at 655 W. Broadway, 11th Floor, San Diego, CA 92101. Avantax Planning Partners, Inc. is an SEC registered investment adviser within the Aretec Group, Inc. (dba Cetera Holdings, an affiliate of Cetera). All the referenced entities are under common ownership.

Cetera Financial Group is committed to providing an equal employment opportunity for all applicants and employees. For us, this is the only acceptable way to do business. Accordingly, all employment decisions at Cetera Financial Group, including those relating to hiring, promotion, transfers, benefits, compensation, and placement, will be made without regard to race, color, ancestry, national origin, citizenship, age, physical and/or mental disability, medical condition, pregnancy, genetic characteristics, religion, religious dress and/or grooming, gender, gender identity, gender expression, sexual orientation, marital status, U.S. military status, political affiliation, or any other class protected by state and/or federal law.

Agencies please note: this recruitment assignment is being managed directly by Cetera’s Talent Acquisition team. We will reach out to our preferred agency partners in the rare instance we require additional talent options. Your respect for this process is appreciated.

Please review our Workforce Privacy Policy for further details on what information we collect and the purposes for collection.

Cetera Financial Group El Segundo, California, USA Office

El Segundo, United States, 00000

Cetera Financial Group Los Angeles, California, USA Office

Los Angeles, United States

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