Senior Manager, Regional Growth Team at Cetera
United States
$115k - $125k
<p><span style="font-size: 11pt;">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</span></p><p><span style="font-size: 11pt;"><strong>What You Will Do</strong></span></p><ul style="list-style-type: disc;"><li><span style="font-size: 11pt;">People Management</span></li><li><span style="font-size: 11pt;">Responsible for the direct management and delivery of role accountabilities through the growth team.</span></li><li><span style="font-size: 11pt;">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.</span></li><li><span style="font-size: 11pt;">Organic Growth & Advisor Engagement</span></li><li><span style="font-size: 11pt;">Primary owner of assigned advisor relationships working with Cetera value proposition experience throughout the advisor life cycle</span></li><li><span style="font-size: 11pt;">Responsible for the development and deployment of Cetera-sponsored study groups for advisors.</span></li><li><span style="font-size: 11pt;">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.</span></li><li><span style="font-size: 11pt;">Work in collaboration with business development onboarding and sales enablement teams to ensure verified assets are realized on Cetera platform(s) within defined timeframes.</span></li><li><span style="font-size: 11pt;">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.</span></li></ul><p><span style="font-size: 11pt;"> </span></p><p><span style="font-size: 11pt;"><strong>What You Need To Have</strong></span></p><ul style="list-style-type: disc;"><li><span style="font-size: 11pt;">Bachelor’s Degree</span></li><li><span style="font-size: 11pt;">Minimum 8 years of Relationship & Sales Experience</span></li><li><span style="font-size: 11pt;">Series 7, 66 (or 63 & 65) and /or 24 FINRA Licenses</span></li><li><span style="font-size: 11pt;">Minimum 3 years of managing a regional team</span></li></ul><p><span style="font-size: 11pt;"> </span></p><p><span style="font-size: 11pt;"><strong>What Are Nice To Have</strong></span></p><ul style="list-style-type: disc;"><li><span style="font-size: 11pt;">Strong industry knowledge (preferably independent broker-dealer channel).</span></li><li><span style="font-size: 11pt;">Proven sales background, field (not just desk) experience.</span></li><li><span style="font-size: 11pt;">Executive presence ("gravitas"), ability to interact with major business owners.</span></li><li><span style="font-size: 11pt;">Strong management and leadership capacity, not just sales acumen.</span></li><li><span style="font-size: 11pt;">Coach, strategize, approve PTO, set direction, motivate and inspire direct reports.</span></li><li><span style="font-size: 11pt;">Must be comfortable both presenting to individuals and large audiences (up to 300 people).</span></li><li><span style="font-size: 11pt;">Change and business planning consulting for advisors (efficiency, AUM/AUA/GDC growth, practice management).</span></li></ul><p><span style="font-size: 11pt;"> </span></p><p><span style="font-size: 11pt;"><strong>Travel REQUIREMENTS</strong></span></p><ul style="list-style-type: disc;"><li><span style="font-size: 11pt;">Up to 50%</span></li></ul><p><span style="font-size: 11pt;"> </span></p><p><span style="font-size: 11pt;"><strong>Compensation</strong></span></p><p><span style="font-size: 11pt;">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.</span></p><p><span style="font-size: 11pt;">#LI-Remote</span></p>
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