Community Engagement Leader (Remote)

Cetera Financial Group (CFG) is seeking a Community Engagement Leader who will serve as a strategic right-hand resource to the Community Leader and is responsible for the engagement of advisors with Cetera and the Community through partnerships with marketing & communication teams for content distribution and through management & execution of the implementation and communication of new programs, product offering, resources, tool, and initiatives. Responsible for engaging and supporting Channel & Community Leadership in strategic planning processes and resource management.

What you will do:

• Working with marketing and communications partner(s) as community resource & collaborator, responsible for content distribution and management for the Community including review and prioritization of distributed content, supporting Channel go-to-market strategy & plans, and building incremental adoption content and engagements to help financial advisors to engage and adopt Cetera programs.
• Act as a thought partner with an aligned communication manager and communication support team(s).
• Work with the Events & Conferences Marketing team in planning, creating & executing content and messaging, creating meeting agendas, and ensuring execution of Enterprise, Channel & Community priorities for Company events.
• Responsible for working closely with the Channel Shared Services Leader and marketing & communications team(s) to design, create & execute a communication strategy in support of the Community value proposition to financial advisors.
• Accountable for the execution of Community meetings & study groups, coordinating the delivery of content within Company conferences and meetings, and spearheading community-level advisor boards.
• Responsible for Community engagement in projects, process improvements, and other developments designed to improve growth expertise and service delivery, providing input, collaborating, and tracking/executing milestones.
• Responsible for running point with the Channel Shared Services Leader to ensure effective partnerships and service delivery by Shared Services, Sales Enablement, Strategy & Solutions, Operations, and Due Diligence teams.
• Responsible for Community partnerships, through the Channel and directly, with value line leaders and teams.
• Actively review shared service performance with the Community.
• Responsible for identifying Community Leader engagement needs amongst regions.
• Partner and coordinate with marketing and communications teams for delivery of content, media, and messaging for the Community.

What you need to have:

• Bachelor’s Degree.
• 5+ Years Relationship Management & Sales Experience.
• Sales Operations, Process Improvement, Advisor Communications, and/or Events & Program Delivery Experience.

What is nice to have:

• Series 7, 66, or 63/65 combo and /or 24 FINRA Licenses.

Travel Requirements:

• Up to 50% for Strategic Community Engagements with Advisors and Cetera Events, Conferences, or Leadership Meetings.

About Us

What we give you in return:

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 are 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 day of paid volunteer time off (VTO) to give our employees the time they need to stay close to 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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