Job Description
Cetera Financial Institutions (CFI) is seeking a highly qualified Regional Institutional Development Manager to join our growing organization. The Regional Institutional Development Manager will be responsible for developing and maintaining relationships with financial institutions within their assigned territory while promoting CFI’s product and services suite.
The successful candidate will also have demonstrated experience with financial institutions and real-time marketing technologies in the advance of business development. Partnering with the broader New Business Development Team and Marketing department, this expertise will be utilized to efficiently identify, address, and activate the right prospective financial institutions and advisors.
What You Will Do
- Expand the existing client base by recruiting high quality financial institutions’ clients and FI based advisors.
- Partner with executive management teams both within and outside the organization to drive a seamless integration of a large group (population) of Financial Institutions and advisors into the firm’s culture.
- Ability to understand and effectively promote Financial Institution affiliation models (Dual Employee, Managed, Independent) and sales resource deployment
- Meet assigned targets for EBITDA, MOIC, Asset Realization, market share, and other key financial performance objectives.
- Participate in learning and development initiatives impacting the sales organization and open to continuous development opportunities.
- Participate in industry events and conferences, representing Cetera value proposition as well as speak at such events.
- Responsible for setting the sales direction in the territory, developing strategies to market the firm’s products and services and executing day to day sales initiatives.
Travel Requirements: ~40%
What You Will Have
- 8+ years experience in financial institution channel recruitment and business development
- Strong communication and presentation skills, with the ability to influence stakeholders at all levels.
- High affinity towards future market trends and the ability to forecast new business development opportunities.
- Ability to work in fast-paced, independent environments while remaining highly integrated with internal and external partners.
- Familiarity with marketing analytics and marketing technology.
- Current experience in database marketing, marketing measurement and business intelligence.
- Strong Financial Institution network. Ability to cultivate and maintain long-term relationships.
- Ability to influence on external and internal stakeholders
- Articulate, confident, driven professional with the ability to work with like-minded professionals in a results-oriented, fast-paced and growing environment.
- Demonstrated initiative and ability to work effectively in a team-based environment and with both internal and external stakeholders; influence/negotiation skills and relationship management capabilities a must.
- Self-motivator, problem-solver with excellent communication and demonstrated ability to oversee multiple projects simultaneously, both independently and in a team environment.
- Strong ability to present well personally and professionally to senior management.
What Is Nice To Have
- Bachelor’s Degree
- FINRA Licenses including Series 7; 66; SIE
Compensation Range
The base annual salary range for this role is $125,000 plus a competitive performance-based bonus and a generous incentive compensation package. Base annual salary depends on a wide array of factors, including but not limited to skill set, years and depth of experience, certifications, and location. Base annual salary may also differ significantly due to geography and cost of labor considerations.
About Us
What we give you in return:
Benefits
Not many teams can say that they support people’s dreams coming to life… We happen to do that every day. And as important as we know your career is, we recognize that there’s a whole lot more to life. To ensure that our Employees can make the most of their time outside of working hours, we offer a competitive salary and for full-time roles, a benefits package including:
- 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, 1 paid wellness day and 1 days of paid volunteer time off (VTO) 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
About Cetera Financial Group
Cetera Financial Group ® ("Cetera") is a leading network of independent retail broker-dealers empowering the delivery of objective financial advice to individuals, families and company retirement plans across the country through trusted financial advisors and financial institutions. Cetera is an independent financial advisor network and a leading provider of retail services to the investment programs of banks and credit unions.
Through its multiple distinct firms, Cetera offers independent and institutions-based advisors the benefits of a large, established broker-dealer and registered investment adviser, while serving advisors and institutions in a way that is customized to their needs and aspirations. Advisor support resources offered through Cetera include award-winning wealth management and advisory platforms, comprehensive broker-dealer and registered investment adviser services, practice management support and innovative technology.
" Cetera Financial Group " refers to the network of retail independent broker-dealers encompassing, among others, Cetera Advisors , Cetera Advisor Networks , Cetera Financial Institutions, Cetera Financial Specialists , and First Allied Securities .
Cetera Financial Group is committed to providing an equal employment opportunity for all applicants and employees. For us, this is the only acceptable way to do business. Accordingly, all employment decisions at the Cetera Financial Group, including those relating to hiring, promotion, transfers, benefits, compensation, and placement, will be made without regard to race, color, ancestry, national origin, citizenship, age, physical and/or mental disability, medical condition, pregnancy, genetic characteristics, religion, religious dress and/or grooming, gender, gender identity, gender expression, sexual orientation, marital status, U.S. military status, political affiliation, or any other class protected by state and/or federal law.
Agencies please note : this recruitment assignment is being managed directly by Cetera’s Talent Acquisition team. We will reach out to our preferred agency partners in the rare instance we require additional talent options. Your respect for this process is appreciated.
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