Strategic Relationships Principal
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
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What This Job Offers
Job Type
Full-time
Career Level
Principal
Education Level
No Education Listed
Number of Employees
501-1,000 employees
