Operations Communication Specialist

Cetera Financial Group•Dallas, TX

8d•Hybrid

About The Position

Cetera Financial Group is seeking an Operations Communication Specialist to focus on operational communications and implement effective promotional programs for products and services targeted to financial professionals. The ideal candidate is an innovative, self-starting, organized, forward-thinking, team player who is focused on the details. The candidate strives to produce a superior product and deliver within defined timelines. This role will be hybrid and require an in-office presence 2-3 days a week.

Requirements

BA or BS or equivalent degree in business, marketing, communications, or related discipline
3+ years communications experience
Exceptional writing skills, including copywriting and editing, for all marketing communications content formats
3+ years of experience working with Microsoft PowerPoint, Word and Excel
1+ year financial services or related industry experience preferred
Ability to work in a fast-paced environment on multiple projects with simultaneous timelines and hard deadlines

Nice To Haves

Knowledge of broker dealer operations.
Experience with AirTable, Marketo (Adobe product), and Claude AI
Proven project management skills and ability to manage resources and stakeholders without direct authority.
Excellent writing and copyediting skills.

Responsibilities

Work closely with operations to draft, edit and polish key operational communications. These may include system alerts, custodial statement messages, policy or procedural changes as well as targeted communications.
Work closely with key stakeholders to implement comprehensive communications strategies, plans, timelines and materials related to key initiatives, collaborating closely with business leaders and subject-matter experts in cross-functional teams to meet goals and deadlines.
Ensure messaging meets the needs of intended audiences through positioning, appropriate use of business acumen, level of detail and delivery methods.
Develop various forms of communications such as news and informational articles, job aids, quick reference guides, client correspondence, presentations and other content.
Manage parallel requests in an organized fashion ensuring timely completion of each phase of the process.
Perform activities involved in the preparation of communications, such as participation in team meetings, conferences and events, interviewing subject matter experts, and conducting research.
Ensure that completed projects/materials are approved according to company processes and guidelines.
Serve as backup and support to Manager, Communications and Change Management as needed.
Complete other duties as assigned.