Chief of Staff - RIA & Branches Channel

Cetera • Dallas, TX

13h • Hybrid

About The Position

The Channel Chief of Staff acts as the right-hand strategic execution partner to
the Channel Leader, bridging vision and execution across the Channel and
Communities. This role translates multi-year channel priorities into actionable
plans, operating mechanisms, milestones, and performance metrics, ensuring
measurable progress across advisor growth, operational efficiency, and
integration initiatives.  The Chief of Staff drives the channel’s annual and
quarterly planning, supports budgeting, forecasting, and people-plan alignment,
and ensures strategic initiatives are delivered on scope, time, and budget
through strong governance, cross-functional alignment, and disciplined
follow-through.

Requirements

• Bachelor’s Degree.
• 15+ years of directly related experience, including financial consulting.
• Financial Services experience
• Proven strength in strategy execution and cross-functional leadership.
• Strong executive communication and analytical skills.

Nice To Haves

• Series 7, Series 24, and Series 66 licenses.
• Advanced proficiency in MS PowerPoint and Excel
• Experience working with an RIA firm or Broker Dealer

Responsibilities

• Translate strategic priorities into execution roadmaps with initiatives, owners, milestones, risks, and KPIs/OKRs.
• Lead annual and quarterly planning cycles and ensure cross-functional and in-channel alignment.
• Build and implement operating mechanisms connecting strategy to execution.
• Establish accountability, escalate risks or slippage, and recommend remediation plans.
• Lead change initiatives to improve organizational effectiveness and scalability.
• Coordinate and escalate with operations, service, risk, supervision, and technology teams.
• Ensure delivery of strategic initiatives on scope, time, and budget.
• Develop and leverage business intelligence to drive growth, productivity, and profitability.
• Design and implement org health dashboards and feedback loops.
• Track and report progress against KPIs and strategic outcomes.
• Identify opportunities for automation and OPEX and cost-to-serve reduction.
• Support channel budgeting, forecasting, and planning.
• Manage channel budget related to recruiting, attrition, and strategic programs.
• Partner with FP&A and HR to align the annual budget and people plan with channel strategy.
• Support onboarding and integration of acquired practices.
• Provide financial and operational insights to support growth initiatives.
• Design and execute a communications strategy supporting strategic initiatives.
• Deliver customized internal and external channel communications.
• Prepare executive-ready materials for meetings, offsites, and conferences.

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: Mid Level