Operations Communication Specialist

Cetera • Dallas, TX

9d • $57,000 - $82,000 • Hybrid

About The Position

Cetera Financial Group is currently seeking an Operations Communication Specialist focused on operational communications and implementing 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
• Ability to work in a fast-paced environment on multiple projects with simultaneous timelines and hard deadlines

Nice To Haves

• 1+ year financial services or related industry experience preferred
• 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.

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