Regional Institutional Growth & Partnerships Manager

Cetera Financial Group; Dallas (TX); On-site; USD 125,000 - 170,000; Full time

Benefits offered by this job

Inclusive health, dental, vision, and

Life insurance and disability

Paid time off and holidays

401(k) with company match

Paid parental leave

Health Savings & Flexible Spending

Employee Assistance Program

Job summary

Cetera Financial Group is seeking a Regional Institutional Development Manager to build and maintain relationships with financial institutions and advisors across the territory. You will drive growth by recruiting FI clients, partnering with executives, and promoting Cetera’s affiliate models.

The role requires 8+ years in channel recruitment and business development, with strong communication skills and a track record in marketing analytics and technology.

Qualifications

• 8+ years’ experience in financial institution channel recruitment and business development.
• Strong communication and presentation skills, with the ability to influence stakeholders at all levels.
• High affinity towards future market trends and the ability to forecast new business development opportunities.
• Ability to work in fast-paced, independent environments while remaining highly integrated with internal and external partners.
• Familiarity with marketing analytics and marketing technology.
• Strong Financial Institution network; ability to cultivate and maintain long-term relationships.
• FINRA licenses including Series 7; 66; SIE.

Responsibilities

• Expand the existing client base by recruiting high quality financial institutions’ clients and FI based advisors.
• Partner with executive management teams both within and outside the organization to drive a seamless integration of large group (population) of Financial Institutions and advisors into the firm’s culture.
• Ability to understand and effectively promote Financial Institution affiliation models (Dual Employee, Managed, Independent) and sales resource deployment.
• Meet assigned targets for EBITDA, MOIC, Asset Realization, market share, and other key financial performance objectives.
• Participate in industry events and conferences, representing Cetera value proposition as well as speak at such events.
• Responsible for setting sales directions in the territory, developing strategies to market the firm’s products and services and executing day to day sales initiatives.
• Travel Requirements: ~40%

Skills

Financial institution recruitment

Business development

Communication skills

Presentation skills

Marketing analytics

Marketing technology

Relationship management

Education

Bachelor's degree

Tools

FINRA Licenses: Series 7, 66, SIE

Job description

Cetera Financial Group is seeking a Regional Institutional Development Manager to build and maintain relationships with financial institutions and advisors across the territory. You will drive growth by recruiting FI clients, partnering with executives, and promoting Cetera’s affiliate models.

The role requires 8+ years in channel recruitment and business development, with strong communication skills and a track record in marketing analytics and technology.