Strategic Relationships Principal

Cetera • Dallas, TX

10h • $113,000 - $167,000 • Hybrid

About The Position

The Strategic Relationships Principal will develop and execute cross-enterprise
growth strategies between our network of distribution partners, broker/dealers,
and financial professionals.  This role will interact with key executives at
existing strategic partner firms as well as across Cetera channels and
communities and will have accountability for relationship building and elevating
the partner firms’ visibility and engagement via sales advocacy, marketing,
promotions, and educational events.  The Principal will also be responsible for
problem resolution, reporting on the growth of partner firm’s business, and
ensuring the partner firms’ are achieving operational efficiencies within
Cetera.  This role will source, vet, and propose new relationships to drive
Cetera’s strategic growth objectives.

Requirements

• At least 3 years of experience managing external distributor or vendor relationships
• Minimum of 7 years of experience in the financial services profession
• Product knowledge and subject matter experience in core product offerings; keen understanding of product design, distribution models, and economics
• Strong interpersonal, communications, and relationship-building skills
• Highly organized and responsive
• A growth-oriented, results-driven mindset
• A collaborative approach that fosters enduring and effective relationships
• Highly developed communication skills
• A sharp attention to detail

Nice To Haves

• Marketing savvy, including proven communication and presentation skills, campaign design, and digital content management
• Data analytics proficiency; an aptitude for using quantifiable metrics to define opportunities and measure results
• Project management acumen from ideation to execution; ability to manage numerous, multi-faceted business initiatives and stay highly focused, organized, and attention to detail
• Distribution, sales, and/or product management experience

Responsibilities

• Manage Cetera Financial Group’s relationships with strategic distribution partners representing various product lines with a specific focus on life insurance products and independent third-party insurance and annuity distributors
• Identify, recommend, communicate, and execute opportunities between all Cetera Financial Group business units, Broker Dealers, and strategic partners to drive sales, asset, and revenue growth
• Source and negotiate incremental partnership opportunities that align with strategic objectives
• Prepare analysis on industry and product trends that impact strategic partner opportunities and risks
• Contribute to cross-enterprise initiatives to drive operational efficiencies for strategic partners
• 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
• Education Level: No Education Listed
• Number of Employees: 251-500 employees