Supervisor, Advisor Tech Services

Cetera • Dallas, TX

3d • Hybrid

About The Position

Cetera is seeking a Supervisor for its Advisor Tech Services team to lead a team providing high-touch, personalized support to financial advisors through phone support, advisor emails, and online requests. The supervisor is expected to foster accountability, ownership, and problem resolution, helping ensure each advisor interaction is positive and seamless. This is a hybrid role requiring work in the Coppell, Texas hub office 2–3 days per week; candidates must live near the hub location. Travel requirements are up to 10%.

Requirements

• Experience in customer service or operations.
• Experience in the financial industry.
• Experience leading a team.
• Proficiency in Microsoft Office suite.
• Strong verbal and written communication skills.
• Friendly and professional demeanor.
• Ability to work quickly under pressure and be self-motivated.
• High school diploma or equivalent.
• At least 5 years of related experience in financial services.
• At least 1 year of supervisory or team leadership experience.

Nice To Haves

• Bachelor’s degree.
• Prior experience working in an advisor office.
• SIE or other FINRA licensing.
• Familiarity with Schwab, Fidelity, or Pershing, and systems such as Orion and Envestnet.

Responsibilities

• Cultivate one-on-one relationships with advisors and their staff.
• Supervise the team serving as the primary point of contact for advisor offices and owning inquiries from initiation through resolution by phone or email.
• Support requests involving new account openings, trading accounts, money movement transactions, account billing, and account performance reporting.
• Handle escalations of complex cases.
• Provide advisors with support for key technologies.
• Use Salesforce CRM to accurately record and track service requests and ensure appropriate follow-up.
• Provide development and daily task coaching to team members.
• Provide training to teams as needed.
• Monitor team key performance indicators and metrics reporting.
• Participate in hiring new associates for the team.

Benefits

• Health insurance
• Dental insurance
• Vision insurance
• Life insurance
• Mental health benefits
• 20+ days of paid time off
• Paid holidays
• Two paid wellness days
• 401(k) savings plan with company contributions up to 5%
• Paid parental leave
• Health Savings Account options
• Flexible Spending Account options
• Employee Assistance Program
• Identity theft protection through LifeLock
• Pet insurance
• Paid caregiver leave
• Other voluntary benefits

What This Job Offers

• Job Type: Full-time
• Career Level: Manager
• Education Level: High school or GED