Strategic Leader, In-House Advisor Team

Cetera Financial Group; Saint Cloud (MN); On-site; USD 70,000 - 120,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

Life insurance

Mental health benefits

PTO & holidays

401(k) with match

Parental leave

HSA/FSA

EAP

Job summary

Cetera Financial Group is seeking a Senior Manager to lead an in-house advisor team, drive client-first service, and align advisory growth with Cetera's strategic priorities. This leadership role focuses on coaching, analytics, and cross-functional collaboration to improve advisor and client experiences across Cetera's platform.

The role emphasizes accountability for service metrics, regulatory compliance, and scalable solutions, with a strong emphasis on talent development and performance

Qualifications

• 7+ years in financial services, advisor support, sales management, wealth management, or related leadership roles.
• Experience leading teams responsible for advisor engagement, client support, business development, or practice management.
• FINRA licenses and industry registrations, or ability to obtain.
• Demonstrated success driving business growth and service excellence.
• Experience interpreting business metrics and leveraging data to drive decisions.
• Strong leadership, coaching, and talent development capabilities.
• Excellent communication and relationship management skills.

Responsibilities

• Lead and develop a high-performing in-house advisor team focused on delivering exceptional client service.
• Establish accountability for service metrics, operational performance, and client satisfaction.
• Drive continuous improvement initiatives to enhance advisor and client experiences.
• Ensure consistent execution of service standards while maintaining compliance with regulatory and firm requirements.
• Monitor and improve key performance indicators, including advisor and client support outcomes.
• Partner with business leaders to achieve financial and advisory growth objectives.
• Support initiatives that increase advisory asset growth and advisor productivity.
• Translate business priorities into clear goals and measurable outcomes.
• Collaborate with cross-functional partners to identify service gaps and implement scalable solutions.
• Advocate for advisors and clients throughout business transformation initiatives.

Skills

Leadership

Communication

Data analytics

Regulatory knowledge

Financial services

Education

Bachelor's degree

Job description

Cetera Financial Group is seeking a Senior Manager to lead an in-house advisor team, drive client-first service, and align advisory growth with Cetera's strategic priorities. This leadership role focuses on coaching, analytics, and cross-functional collaboration to improve advisor and client experiences across Cetera's platform.

The role emphasizes accountability for service metrics, regulatory compliance, and scalable solutions, with a strong emphasis on talent development and performance