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Cetera Financial Group

Platform and services for independent advisors

Senior Manager - Regional Growth Team

Field Sales +1Confirmed live in the last 24 hours
Full-timeRemote in USA

About the Job

Requirements

  • A bachelor's degree is required.
  • A minimum of 8 years of relationship and sales experience is required.
  • Series 7 and 66, or Series 63 and 65, and/or Series 24 FINRA licenses are required.

Responsibilities

  • Lead a Regional Growth Team and deliver results against sales goals and organic growth value line key performance indicators.
  • Own advisor relationships.
  • Directly manage the growth team and deliver role accountabilities through the team.
  • Drive sales through the funnel from discovery to completion, and lead the Regional Growth Team in developing and executing regular engagement plans and managing sales pipelines.
  • Own assigned advisor relationships and support the Cetera value proposition experience throughout the advisor life cycle.
  • Develop and deploy 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.
  • Collaborate with business development onboarding and sales enablement teams to ensure verified assets are realized on Cetera platforms within defined timeframes.
  • Identify or create opportunities to connect advisors with subject matter experts to drive product adoption of investment solutions, advice offerings, and Cetera platforms.

Desired Qualifications

  • Strong industry knowledge, preferably in the independent broker-dealer channel.
  • A proven sales background and field experience rather than desk-only experience.
  • Executive presence and the ability to interact with major business owners.
  • Strong management and leadership capacity in addition to sales acumen.
  • Ability to coach, strategize, approve paid time off, set direction, motivate, and inspire direct reports.
  • Comfort presenting to individuals and large audiences of up to 300 people.
  • Change and business planning consulting experience for advisors, including efficiency, assets under management/assets under administration/gross dealer concession growth, and practice management.
  • A minimum of 3 years of experience managing a regional team.

About the Company

Cetera Financial Group

Platform and services for independent advisors

Cetera Financial Group runs a network of independent retail financial advisory firms and supports them with technology, marketing, compliance, and access to a wide range of investment products. Advisors use Cetera’s tools to manage client relationships, execute trades, and stay compliant, while Cetera earns fees and commissions from the products and services sold through the network. The platform differentiates itself by focusing on independent advisors and financial institutions, offering a broad, flexible set of resources and strategic partnerships that extend beyond captive channels. Its goal is to help independent advisors grow their practices and deliver strong outcomes for clients within a trusted partner network.

Company size
1,001-5,000
Company stage
Not listed
Total funding
Not listed
Headquarters
San Diego, CA
Founded
1981

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