Senior Manager, Regional Growth Team (Southeast Region)

Cetera

15h • $115,000 - $125,000 • Remote

About The Position

Accountable for leading a Regional Growth Team and its delivery of results
against sales goals and organic growth value line KPIs. Primary owner of advisor
relationships. This is a remote role, and candidates must be located in the
Southeast Region (FL, GA, AL, LA, AR, MS). Our primary focus for location
preferred would be FL, GA, LA or AL but will consider all qualifying candidates
within the required region. High concentration areas of travel will be New
Orleans, LA, Birmingham, AL, Atlanta, GA, and South Florida

Requirements

• Bachelor’s Degree
• Minimum 8 years of Relationship & Sales Experience
• Series 7, 66 (or 63 & 65) and /or 24 FINRA Licenses
• Minimum 3 years of managing a regional team

Nice To Haves

• Strong industry knowledge (preferably independent broker-dealer channel).
• Proven sales background, field (not just desk) experience.
• Executive presence ("gravitas"), ability to interact with major business owners.
• Strong management and leadership capacity, not just sales acumen.
• Coach, strategize, approve PTO, set direction, motivate and inspire direct reports.
• Must be comfortable both presenting to individuals and large audiences (up to 300 people).
• Change and business planning consulting for advisors (efficiency, AUM/AUA/GDC growth, practice management).

Responsibilities

• People Management
• Responsible for the direct management and delivery of role accountabilities through the growth team.
• Responsible for driving sales through the funnel from discovery to completion and leading the Regional Growth Team in developing and ensuring the execution of regular engagement plans and the management of the sales pipelines.
• Organic Growth & Advisor Engagement
• Primary owner of assigned advisor relationships working with Cetera value proposition experience throughout the advisor life cycle
• Responsible for the development and deployment of Cetera-sponsored study groups for advisors.
• Manage the team in fueling organic growth, engagement, advisor satisfaction, and advisor retention through key value proposition engagements and relationship management, including advisor adoption of Cetera growth tools, platforms, and solutions.
• Work in collaboration with business development onboarding and sales enablement teams to ensure verified assets are realized on Cetera platform(s) within defined timeframes.
• Actively identify and/or create opportunities to connect the Advisor with subject matter experts to drive product adoption of investment solutions, advice offerings, and Cetera platforms.

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
• Number of Employees: 251-500 employees