Community Leader - RIA Network

Cetera • San Diego, CA

6h • Hybrid

About The Position

Cetera is seeking a strategic and experienced leader for RIA Network, a community within the RIA and Branches channel and growth organization. The successful candidate will be responsible for developing and executing a comprehensive sales and relationship management strategy to drive double-digit revenue growth. This role requires a proven leader with extensive experience in RIA or platform sales within a financial organization and ability to drive growth for independent RIA firms and advisors, both IAR-only and hybrid.

Requirements

• Minimum of 10 years of sales or relationship management experience (preferably in the RIA industry), with at least 5 years focused on driving growth.
• Proven track record of leading and executing successful platform sales strategies.
• Deep understanding of the RIA ecosystem, including key trends, challenges, and opportunities.
• Expertise in developing multi-channel sales campaigns with measurable outcomes.
• Strong leadership and project management skills, with a collaborative mindset.
• Self-starter, comfortable in a fast-paced environment and driving strategy and process with whitespace.
• Executive-level communicator with the ability to influence senior stakeholders.
• Proficiency in CRM systems and data analytics platforms.
• ROI-driven approach to building sales strategy and growing existing relationships.
• Proficient in Microsoft Office Suite (PowerPoint, Word, Excel), Salesforce, and other relevant tools.

Responsibilities

• Develop and execute a comprehensive recruiting strategy.
• Identify opportunities to deepen advisor engagement and accelerate growth through personalized and innovative sales tactics and campaigns.
• Build and implement strategies that drive activation, retention, and growth within the RIA segment, aligned with the overall distribution strategy.
• Collaborate with Blueprint, marketing, recruiting, channel and community leadership to identify and capitalize on growth opportunities.
• Design programs, tools, and resources to empower RIAs to better serve their clients and enhance their businesses.
• Partner with internal teams (e.g., Blueprint, marketing, product, and analytics) to align strategies with business goals.
• Drive the creation of compelling, industry-relevant content that resonates with RIA audiences and reinforces the brand’s value proposition.
• Represent the organization at key industry events, webinars, and conferences to build brand presence.
• Use data analytics and insights to continuously refine strategies and improve ROI.
• Develop quarterly and campaign reporting in partnership with the marketing team.
• Partner with Growth Operations and Analytics and Advisor Productivity & Efficiency team to optimize Salesforce and Growth360 platform
• Monitor competitive and industry trends to inform product feedback, pricing strategy, and competitive positioning.
• Manage the relationships of RIA Network firms by owning the end-to-end lifecycle from recruitment and onboarding through growth, and long-term retention.
• Drive success of KPIs within the business: Newly recruited revenue and assets, Same Store Sales growth, advisory AUM growth and advisor and firm retention.
• Build and manage the RIA Network community team as growth warrants.
• Own revenue, profitability, and expense discipline for the RIA Network community.
• Accountable for RIA Network’s contribution to enterprise growth targets

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: No Education Listed
• Number of Employees: 251-500 employees