Channel Shared Services Engagement Leader

Cetera • Dallas, TX

3d • 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, driving alignment, execution of growth priorities, and coordination across Shared Services, Sales Enablement, Strategy & Solutions, and Operations. Enhances client engagement and communication while ensuring disciplined delivery of programs, initiatives, and events. Leads Channel Council governance, including charter updates, agenda development, and follow-through on priorities, and supports collaboration across regions. Owns coordination of key programs (e.g., NNA Bonus, succession planning, training, and events) and 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.

Benefits

• 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 plus 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: Associate degree