Cetera Financial Group is seeking a dynamic and results-oriented professional to
join our Business Development team as an Internal Business Development
Consultant.
The primary focus of this role is to build and maintain Cetera’s Financial
Institution database in Salesforce, beginning with Credit Unions. The consultant
will conduct targeted outreach to Financial Institution executives, investment
program managers, and Centers of Influence to identify decision-makers, gather
relevant market intelligence, and develop prospective institutional
relationships.
This individual will also generate qualified Credit Union and Bank
investment-program leads for our External Financial Institution New Business
Development Officers and Senior Recruiters. This role is dedicated to Financial
Institution business development and will not be responsible for generating
leads for individual Financial Professionals.
What You’ll Do
Build, expand, and maintain a comprehensive Financial Institution database in
Salesforce, initially focused on Credit Unions.
Research Credit Unions, Banks, and their investment programs to identify
prospective opportunities, key decision-makers, and relevant organizational
information.
Conduct targeted outreach to Financial Institution executives, investment
program managers, and Centers of Influence.
Utilize compliance-approved AI and digital tools to support prospect
research, lead generation, institutional market analysis, and recruiting
initiatives, helping to identify opportunities, streamline workflows, and
drive more informed business development efforts.
Develop relationships with institutional contacts to gather information,
assess potential business opportunities, and increase awareness of Cetera’s
Financial Institution capabilities.
Generate qualified Credit Union and Bank investment-program leads for
External Financial Institution New Business Development Officers and Senior
Recruiters.
Partner closely with External Financial Institution New Business Development
Officers and Senior Recruiters to understand territory priorities, ideal
prospect profiles, and lead-generation goals.
Schedule introductory meetings between qualified Financial Institution
prospects and external business development partners.
Accurately document outreach activity, contact information, institutional
details, and lead status in Salesforce.
Maintain organized and current records to support effective pipeline
management, follow-up activity, and reporting.
Support targeted outreach campaigns within assigned territories or market
segments.
Track Financial Institution prospects through the business development
pipeline using Salesforce and Microsoft Excel.
Collaborate with internal partners to refine outreach strategies, messaging,
and sales enablement materials for Credit Union and Bank audiences.
Share market intelligence and prospect feedback with external business
development partners to help identify trends and potential opportunities.
Communicate Cetera’s value proposition clearly and professionally to
Financial Institution decision-makers and other key stakeholders.
What You Need to Have
Effective written and verbal communication skills.
Strong relationship-building and professional outreach capabilities.
Experience conducting outbound prospecting, business development, or
lead-generation activities.
Strong working knowledge of Microsoft Word, Excel, PowerPoint, Outlook, and
Salesforce.
Understanding sales techniques, pipeline development, and prospect
qualification.
Demonstrated ability to research organizations and identify relevant
decision-makers.
Strong organizational, planning, and prioritization skills.
Ability to maintain accurate and detailed records within a CRM system.
Ability to work collaboratively with external business development partners
and cross-functional teams.
What’s Nice to Have
Bachelor’s degree in Business, Marketing, Finance, Economics, or a related
field, or equivalent professional experience.
3+ years of related experience within the financial services industry.
3+ years of experience in a sales, business development, recruiting, or
lead-generation environment.
Experience working with Credit Unions, Banks, Financial Institutions, or
institutional investment programs.
Familiarity with Financial Institution executives, investment program
managers, and Centers of Influence.
Experience building or maintaining prospect databases in Salesforce.
Compensation
The base annual salary range for this role is $55,000, plus a competitive
performance-based bonus and a generous incentive compensation package.
#LI-Remote
About Us
What we give you in return:
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
fostering.
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.
Paid caregiver leave to provide time away from work when caring for an ill or
recovering family member.
Additional benefits such as an Employee Assistance Program (EAP), identity
theft protection (LifeLock), pet insurance, and other voluntary benefits to
provide extra peace of mind
About Cetera
Cetera Financial Group [https://cetera.com/]® (Cetera) is a leading network of
independent retail broker-dealers and registered investment advisers 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 one of the largest independent financial
advisor networks in the nation and a leading provider of retail services to the
investment programs of banks and credit unions.
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 (Cetera) is a network of independent retail firms,
including those that are members of FINRA/SIPC: Cetera Advisors LLC; Cetera
Wealth Services, LLC (formerly known as Cetera Advisor Networks); Cetera
Investment Services LLC (marketed as Cetera Financial Institutions or Cetera
Investors); and Cetera Financial Specialists LLC. Entities registered as
investment advisers with the Securities and Exchange Commission include Cetera
Investment Management LLC and Cetera Investment Advisers LLC. Cetera's principal
office is located at 655 W. Broadway, 11th Floor, San Diego, CA 92101. Avantax
Planning Partners, Inc. is an SEC registered investment adviser within the
Aretec Group, Inc. (dba Cetera Holdings, an affiliate of Cetera). All the
referenced entities are under common ownership.
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 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.
Please review our Workforce Privacy Policy
[https://www.cetera.com/uploads/07/12/workforce_privacy_policy.pdf] for further
details on what information we collect and the purposes for collection.