Channel Shared Services Engagement Leader

Cetera Financial Group•Dallas, TX

2d•Hybrid

About The Position

The Channel Shared Services Engagement Leader serves as a strategic partner to the Financial Institution Channel Leader and Senior Leadership Team. This role is responsible for driving alignment, executing growth priorities, and coordinating efforts across Shared Services, Sales Enablement, Strategy & Solutions, and Operations. The leader will enhance client engagement and communication while ensuring disciplined delivery of programs, initiatives, and events. Key responsibilities include leading Channel Council governance, supporting collaboration across regions, and owning the coordination of key programs such as the NNA Bonus, succession planning, training, and events. Additionally, this role champions a seamless onboarding and transition experience for new advisors and FI programs through cross-functional partnership.

Requirements

Bachelor's degree or equivalent experience
15+ years in relationship and/or sales management experience
Demonstrated ability to translate business priorities into actionable plans, drive alignment, and execute across multiple teams and initiatives.
Strong stakeholder management skills across functions such as Operations, Marketing, Sales Enablement, and Strategy.
Experience developing and tracking KPIs, scorecards, and performance metrics to assess business outcomes and drive continuous improvement.

Nice To Haves

FINRA licenses (e.g. Series 7, 66, SIE) preferred
Strong understanding of financial advisor ecosystems, broker-dealer environments, or FI channel dynamics.
Experience supporting advisor engagement, growth initiatives, and field adoption of programs/tools.

Responsibilities

Partner with Senior Leadership, Chief of Staff, and Marketing/Communications to design and execute a cohesive communication strategy aligned to FI channel priorities.
Manage and prioritize distribution of channel communications to ensure clarity, sequencing, and impact.
Support development and delivery of targeted content, messaging, and engagement plans to drive advisor adoption of programs, tools, and initiatives.
Lead coordination and service delivery across Shared Services, Sales Enablement, Strategy & Solutions, and Operations, ensuring clear ownership, timelines, and accountability.
Act as liaison between Channel/Community Leadership and enterprise partners to drive alignment and resolve issues.
Establish governance, escalation, and operating cadences to ensure service excellence and consistent execution.
Support cross-functional initiatives and process improvements, tracking progress and ensuring delivery against milestones.
Drive transition governance across Recruiting, Growth Operations, Transitions, and Operations to ensure readiness, accountability, and seamless execution.
Partner with leadership and Events/Marketing teams to plan and execute messaging, content, and agendas for key events and meetings.
Lead execution of study groups, advisor boards, and community forums, ensuring effective planning, delivery, and follow-through.
Manage Channel Council governance, including charters, agendas, and execution of priorities and action items.
Build and scale the regional study group framework, including cadence, participation, content, and outcomes.
Partner with Channel Leadership to prioritize initiatives, align resources, and manage competing priorities.
Support strategic planning by coordinating inputs, surfacing insights, and driving execution against key objectives.
Lead continuous improvement of onboarding and transition processes, identifying gaps and coordinating cross-functional enhancements.
Oversee administration of key programs (e.g., NNA Bonus, succession planning), ensuring governance, coordination, and timely execution.
Coordinate leadership engagement across regions and ensure appropriate follow-through on initiatives.