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Cetera Financial Group

Platform and services for independent advisors

Regional Institutional Business Development Manager

Business Development & PartnershipsConfirmed live in the last 24 hours
Full-timeRemote in USA

About the Job

Requirements

  • At least 8 years of experience in financial institution channel recruitment and business development.
  • Experience with financial institutions and real-time marketing technologies in support of business development.
  • Strong communication and presentation skills, including the ability to influence stakeholders at all levels.
  • Ability to identify future market trends and forecast new business development opportunities.
  • Ability to work independently in a fast-paced environment while partnering closely with internal and external stakeholders.
  • Familiarity with marketing analytics and marketing technology.
  • Current experience in database marketing, marketing measurement, and business intelligence.
  • A strong financial institution network and the ability to cultivate and maintain long-term relationships.
  • Influence, negotiation, and relationship management capabilities.
  • Ability to oversee multiple projects simultaneously, independently and in a team environment.
  • Ability to present effectively to senior management.

Responsibilities

  • Expand the existing client base by recruiting high-quality financial institution clients and financial institution-based advisors.
  • Partner with executive management teams inside and outside the organization to integrate large groups of financial institutions and advisors into the firm's culture.
  • Understand and promote financial institution affiliation models, including dual employee, managed, and independent models, and sales resource deployment.
  • Meet assigned targets for EBITDA, MOIC, asset realization, market share, and other key financial performance objectives.
  • Participate in learning and development initiatives for the sales organization and pursue continuous development opportunities.
  • Represent the company's value proposition and speak at industry events and conferences.
  • Set sales direction in the assigned territory, develop strategies to market the firm's products and services, and execute day-to-day sales initiatives.
  • Travel approximately 40%.

Desired Qualifications

  • A bachelor's degree.
  • FINRA licenses, including Series 7, Series 66, and SIE.

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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