Strategic Engagement Analyst

Cetera • Dallas, TX

1d • Hybrid

About The Position

The Strategic Engagement Analyst supports engagement initiatives across Advanced Wealth Solutions (AWS) by helping teams execute, coordinate, and measure programs that connect advisors to tools, resources, and solutions. This role blends operational coordination with analytical support, offering hands‑on experience working across sales, enablement, marketing, and platform teams. It’s a strong opportunity for someone early in their career who is interested in strategy execution, business operations, and data‑informed decision‑making. This role offers the opportunity to gain experience working on enterprise-scale initiatives while building a strong foundation in enablement, analytics, and cross-functional collaboration. You will also develop an understanding of how engagement strategies are executed and measured within a complex organization, while positioning yourself for future growth into roles such as Program Manager. This is a hybrid role, candidates must be located in Dallas, TX.

Requirements

• Bachelor’s degree or equivalent experience
• 1–5 years of relevant experience (including internships) in areas such as analytics, operations, enablement, marketing, or similar
• Strong organizational and analytical skills
• Ability to manage multiple priorities with attention to detail
• Clear written and verbal communication skills
• Comfort working with common business tools (e.g., Excel, PowerPoint, collaboration platforms)

Nice To Haves

• Experience supporting cross‑functional projects or initiatives
• Exposure to reporting, dashboards, or performance tracking
• Interest in strategy execution, operations, or business analytics

Responsibilities

• Assisting with coordination and execution of engagement activities, events, and initiatives
• Helping maintain engagement materials, calendars, and shared tools
• Supporting collaboration across teams such as Sales Enablement, Communications, and Marketing
• Preparing reports, summaries, and insights that help teams understand what’s working and where to improve
• Tracking activities and outcomes to improve visibility and consistency

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: Entry Level