Advisory Sales Operations & Analytics Manager

Cetera Financial Group • Dallas, TX

77d • $90,000 - $135,000 • Hybrid

About The Position

The Advisory Sales Operations & Analytics Manager will join the recently created Advisory Sales Strategy & Implementation team within the Advisory Experience department that serves as a primary driver of organic growth at Cetera Financial Group. This role requires a generalist skillset and growth mindset. It will focus on building and optimizing sales processes, reporting, and analytics to enable data-informed decisions and drive revenue growth. You will work closely with executive leadership and cross-functional teams to ensure accurate data, efficient processes, and actionable insights that influence strategic decisions. The ideal candidate is comfortable working through ambiguity, thrives in a dynamic environment, and can translate complex data into clear, actionable recommendations. There will be opportunities for participation in a variety of projects, and the role is likely to evolve and grow as the team matures. The Advisory Sales Operations & Analytics Manager will both advise leadership and serve a key role in executing a comprehensive sales enablement strategy aimed at operationalizing best-in-class sales practices, sales tools and technology, performance management infrastructure, go-to-market (GTM) execution excellence, decision support, and GTM strategy. In this role, there will be significant energy spent on cross-functional collaboration, change management projects, sales activity analysis and recommendations, and process improvement.

Requirements

• Curiosity more than anything else; hunger to learn and grow
• Value diversity in any sense of the word
• Attention to details, details, details
• Talent in bringing 'method to madness'
• Demonstrated success in building, scaling, and/or implementing new things to enable sales
• Change agent
• Enjoy collaboration and learning
• Ability to describe your unique value and ideas for helping this new team's mission
• Advanced proficiency in Excel (pivot tables, complex formulas, modeling)
• Experience with BI tools (Tableau, ThoughtSpot, Power BI) for visualization and insights
• Strong Salesforce expertise (basic updates, campaigns, reporting, dashboards, process automation)
• Ability to translate data into actionable insights and communicate effectively with stakeholders, including executives
• Comfortable working through ambiguity and driving clarity in evolving business environments

Nice To Haves

• FINRA Series 7, 66 (or 63 & 65) and /or 24 FINRA Licenses are a plus
• Financial services experience strongly preferred
• Strong project management skills
• Excellent writing and communication skills
• Talented storyteller and PowerPoint presentation skills
• Strong business acumen and ability to work collaboratively across teams and leadership levels

Responsibilities

• Develop a strong understanding of key performance indicators and revenue drivers.
• Build and maintain dashboards, reports, and analytics in Salesforce, Tableau, ThoughtSpot, Excel, Airtable, etc.
• Partner with cross-functional teams and executive leadership to ensure data integrity and process compliance.
• Develop forecasting models, pipeline analysis, and performance metrics to support leadership decisions.
• Support GTM planning, territory design, and quota setting with data-driven insights.
• Analyze and synthesize sales data, feedback from the field, and market trends into actionable insights and recommendations.
• Become a subject matter expert on current tools and technologies.
• Manage Salesforce enhancements impacting the Advisory business, including updating fields, building campaigns, workflows, reporting, and automation for GTM processes and salesperson efficiency/effectiveness.
• Collaborate with Advisory sales personnel and stakeholders to influence the adoption of Salesforce.
• Drive continuous improvement initiatives by identifying bottlenecks and recommending solutions.
• Collaborate with the Director and team to execute standard change-management procedures across Advisory Experience.
• Own day-to-day tactical communications (e.g., Advisory newsletter) and support knowledge management for Advisory Experience team.
• Maintain library of content such as training, sales collateral, and scripting as well as both executive and front-line facing presentation materials.
• Facilitate regular updates to content via collaboration with cross-functional SME partners.
• Manage on-time delivery of projects with multiple stakeholders.
• Assist leadership as needed on other business management initiatives.

Benefits

• Competitive performance-based bonus

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Industry: Securities, Commodity Contracts, and Other Financial Investments and Related Activities
• Education Level: Bachelor's degree
• Number of Employees: 5,001-10,000 employees