Transitions Partner

Cetera • Dallas, TX

64d • $56,000 - $100,000 • Hybrid

About The Position

The Transition Partner is responsible for the direct contact and communication with high-value prospects and newly affiliated high-value advisors, transitioning their practice to Cetera Wealth Services/NFS. This person is the quarterback who oversees all aspects of the transition, delivering an unparalleled, white glove experience. This role is hybrid and based out of Cetera's office hubs.

Requirements

• Sales and Marketing — Knowledge of principles and methods for showing, promoting, and selling products or services. This includes marketing strategy and tactics, product demonstration, sales techniques, and sales control systems.
• Customer and Personal Service — Knowledge of principles and processes for providing customer and personal services. This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction.
• English Language — Knowledge of the structure and content of the English language including the meaning and spelling of words, rules of composition, and grammar.
• Administration and Management — Knowledge of business and management principles involved in strategic planning, resource allocation, human resources modeling, leadership technique, production methods, and coordination of people and resources.
• Education and Training — Knowledge of principles and methods for curriculum and training design, teaching and instruction for individuals and groups, and the measurement of training effects.
• Persuasion — Persuading others to change their minds or behavior.
• Active Listening — Giving full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate, and not interrupting at inappropriate times.
• Speaking — Talking to others to convey information effectively.
• Coordination — Adjusting actions in relation to others' actions.
• Critical Thinking — Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, or approaches to problems.
• Oral Comprehension — The ability to listen to and understand information and ideas presented through spoken words and sentences.
• Oral Expression — The ability to communicate information and ideas in speaking so others will understand.
• Written Comprehension — The ability to read and understand information and ideas presented in writing.
• Deductive Reasoning — The ability to apply general rules to specific problems to produce answers that make sense.
• Speech Clarity — The ability to speak clearly so others can understand you.
• BA or BS in Business or related field.
• 5+ years of experience in sales and operational roles with demonstrated success in achieving goals.
• Ability to articulate feedback in a way that others can comprehend.
• Experience partnering with leadership on various campaigns.
• Exceptional presentation skills and demonstrated leadership characteristics.
• Results-oriented and proactive with the ability to balance multiple high-priority initiatives/projects concurrently.

Nice To Haves

• FINRA securities licenses 7 & 63 preferred.
• Project and/or relationship management experience preferred.

Responsibilities

• Establish and maintain meaningful working relationships with financial advisors and their staff.
• Customize transition plans based on advisor, staff, office operations, culture.
• Drive pull-through of assets to convert onto the CWS/NFS platform that align with business objectives, subject to change on a quarterly basis.
• Efficiently manage multiple projects at various stages.
• Develop weekly progress reporting personalized to individual advisor effectiveness.
• Product mapping including quality replacements for non-transferable assets.
• Resolve escalated issues and ensure operational procedures are properly maintained and followed.
• Able to work independently and as part of a team on moderately complex and complex issues and projects.

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+ 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