Note: The job is a remote job and is open to candidates in USA. Cetera Financial Group is a network of independent financial services firms supporting financial advisors and institutions with wealth management, investment, and technology solutions. The Regional Institutional Business Development Manager will develop relationships with financial institutions in an assigned territory, promote products and services, recruit institutional clients and advisors, and execute sales strategies to achieve business objectives.
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 learning and development initiatives impacting the sales organization and open to continuous development opportunities
- 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
- 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
- Current experience in database marketing, marketing measurement and business intelligence
- Strong Financial Institution network. Ability to cultivate and maintain long-term relationships
- Ability to influence external and internal stakeholders
- Articulate, confident, driven professional with the ability to work with like-minded professionals in a results oriented, fast-paced and growing environment
- Demonstrated initiative and ability to work effectively in a team-based environment and with both internal and external stakeholders; influence/negotiation skills and relationship management capabilities a must
- Self-motivator, problem-solver with excellent communication and demonstrated ability to oversee multiple projects simultaneously, both independently and in a team environment
- Strong ability to present well personally and professionally to senior management
- Travel Requirements: ~40%
- Bachelor's Degree
- FINRA Licenses including Series 7; 66; SIE
Benefits
- Competitive incentive compensation package
- 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
- Remote workplace
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