Strategic Relationships Principal

Cetera Financial Group; Saint Cloud (MN); On-site; USD 113,000 - 153,000; Full time

Benefits offered by this job

Health, dental, vision insurance

401(k) Savings plan

Paid parental leave

Employee Assistance Program

Job summary

A financial services firm is seeking a Principal, Strategic Relationships to drive cross-enterprise growth strategies. Responsibilities include managing distribution partner relationships, identifying sales opportunities, and analyzing product trends. The ideal candidate should have over 7 years in financial services and strong interpersonal skills. This role provides a competitive salary and a comprehensive benefits package, including health insurance and a 401(k) plan.

Qualifications

• At least 3 years of experience managing external distributor or vendor relationships.
• Minimum of 7 years of experience in the financial services profession.
• Strong interpersonal, communications, and relationship-building skills.

Responsibilities

• Manage relationships with strategic distribution partners.
• Identify and execute opportunities to drive sales and asset growth.
• Source and analyze industry and product trends.

Skills

Product knowledge

Interpersonal skills

Communication skills

Organizational skills

Results-driven mindset

Collaboration

Job description

Cetera Financial Groupis currently seeking an Principal, Strategic Relationships. This is a unique opportunity to join our team to develop and execute cross-enterprise growth strategies between our network of distribution partners, broker/dealers, and financial professionals.

What you will do:

• Support the primary liaisons managing Cetera Financial Group’s relationships with strategic distribution partners representing various product lines
• Identify, recommend, and execute opportunities between all Cetera Financial Group business units, Broker Dealers, and strategic partners to drive sales and asset growth
• Source and prepare analysis on industry and product trends that impact strategic partner opportunities and risks
• Contribute to cross-enterprise initiatives to drive operational efficiencies for strategic partners

Qualifications:

• Product knowledge and subject matter experience in core product offerings; keen understanding of product design and economics
• At least 3 years of experience managing external distributor or vendor relationships
• Minimum of 7 years of experience in the financial services profession
• Strong interpersonal, communications, and relationship-building skills
• Highly organized and responsive
• A growth-oriented, results-driven mindset
• A collaborative approach that fosters enduring and effective relationships
• Highly developed communication skills

Nice to have:

• Marketing savvy, including proven communication and presentation skills, campaign design, and digital content management
• Data analytics proficiency; an aptitude for using quantifiable metrics to define opportunities and measure results
• Project management acumen from ideation to execution; ability to manage numerous, multi-faceted business initiatives and stay highly focused, organized, and attention to detail
• Distribution, sales, and/or product management experience

Compensation:

The base annual salary range for this role is $113,000 to $153,000, plus a competitive performance-based bonus. 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.

Benefits

Not many teams can say that they support people’s dreams coming to life… We happen to do that every day. And as important as we know your career is, we recognize that there’s a whole lot more to life. To ensure that our Employees can make the most of their time outside of working hours, we offer a competitive salary and for full-time roles, a benefits package including:

• Inclusive health, dental, vision and life insurance plans built to support diverse lifestyles, offer preventative care, and protect against hardship.
• Easy access to mental health benefits to meet our team members and their families where they are.
• 20+ days of paid time off (PTO), paid holidays, and 2 paid wellness days to give our employees the time they need to stay close with their loved ones, recharge, and give back to their communities.
• 401(k) Savings plan with a generous company contribution (up to 5%), and access to a financial professional to offer our employees the opportunity to plan-ahead for a strong financial future well beyond their working years.
• Paid parental leave to support all team members with birth, adoption, and foster.
• Health Savings and Flexible Spending Account options to help you save money on healthcare, daycare, commuting, and more.
• Employee Assistance Program (EAP), LifeLock, Pet Insurance and more.

Cetera Financial Group® ("Cetera") is a leading network of independent retail broker-dealers empowering the delivery of objective financial advice to individuals, families and company retirement plans across the country through trusted financial advisors and financial institutions. Cetera is an independent financial advisor network and a leading provider of retail services to the investment programs of banks and credit unions.

Through its multiple distinct firms, Cetera offers independent and institutions-based advisors the benefits of a large, established broker-dealer and registered investment adviser, while serving advisors and institutions in a way that is customized to their needs and aspirations. Advisor support resources offered through Cetera include award-winning wealth management and advisory platforms, comprehensive broker-dealer and registered investment adviser services, practice management support and innovative technology.

"Cetera Financial Group" refers to the network of retail independent broker-dealers encompassing, among others, Cetera Advisors, Cetera Advisor Networks, Cetera Financial Institutions,and Cetera Financial Specialists.

Cetera Financial Group is committed to providing an equal employment opportunity for all applicants and employees. For us, this is the only acceptable way to do business. Accordingly, all employment decisions at the Cetera Financial Group, including those relating to hiring, promotion, transfers, benefits, compensation, and placement, will be made without regard to race, color, ancestry, national origin, citizenship, age, physical and/or mental disability, medical condition, pregnancy, genetic characteristics, religion, religious dress and/or grooming, gender, gender identity, gender expression, sexual orientation, marital status, U.S. military status, political affiliation, or any other class protected by state and/or federal law.

Agencies please note: this recruitment assignment is being managed directly by Cetera’s Talent Acquisition team. We will reach out to our preferred agency partners in the rare instance we require additional talent options. Your respect for this process is appreciated.

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