National Sales Manager – Cetera Advisors

Job Description

National Sales Manager - Cetera Advisors (Community Sales Leader)

Are you ready to take on a high-impact leadership role in the financial industry? Cetera Financial Group is looking for a dynamic individual to lead our Cetera Advisors community. In this role, the successful candidate will drive growth, engagement, and satisfaction of our top business owners/advisors, resulting in higher Net Promoter Scores (NPS), adoption of tools and platforms, and increase AUA and AUM.

Key Responsibilities

• Develop and execute a comprehensive recruiting strategy tailored to the unique needs of the Advisor Channel.
• Execute and personalize specifically designed CFG strategies for advisors leveraging key business intelligence tools.
• Identify opportunities to deepen our advisor engagement and accelerate growth through personalized and innovative sales campaigns.
• Build and implement strategies that drive activation, retention, and growth within the advisor segment, aligned with the Cetera’s overall distribution strategy.
• Collaborate with marketing, key accounts, and wealth management teams to identify and capitalize on key growth opportunities.
• Drive the design of sales programs, tools, and resources to empower advisors to better serve their clients and enhance their businesses.
• Leverage data insights to refine sales approaches and ensure effectiveness in addressing advisor-specific challenges and opportunities.
• Drive the creation of compelling, industry-relevant content that resonates with advisor audiences and reinforces the brand’s value proposition.
• Establish KPIs to measure the success of sales initiatives within the Advisor Channel.
• Use data analytics and insights to continuously refine strategies and improve ROI.
• Partner on quarterly and campaign reporting development with the marketing team.
• Manage the relationships of all advisor firms within the Cetera Advisors community.
• Drive success of KPIs within the business: Newly recruited revenue and assets, Same Store Sales growth, advisory AUM growth, and advisor and firm retention.
• Act as liaison to corporate centers representing the voice of the customer to help drive high-value changes in the broader organization.
• Support core revenue in reduction of GDC attrition and Same Store Sales growth.
  
  

Qualifications

• Minimum of 10 years of sales experience (preferably in the advisor industry), with at least 5 years focused on driving recruiting and sales.
• Proven track record of leading and executing successful platform sales strategies.
• Deep understanding of the advisor ecosystem, including key trends, challenges, and opportunities.
• Expertise in developing multi-channel sales campaigns with measurable outcomes.
• Strong leadership and project management skills, with a collaborative mindset.
• Self-starter, comfortable in a fast-paced environment and driving strategy and process with whitespace.
• Extremely effective oral and written communicator.
• Proficiency in CRM systems and data analytics platforms.
• Sales-oriented and ROI-driven approach to building sales strategy.
• Proficient in Microsoft Office Suite (PowerPoint, Word, Excel), Salesforce, and other relevant tools.
• FINRA Series 7 & 24 Required.
  
  

Travel Requirements

Up to 50% for strategic community engagements with advisors and Cetera events, conferences or leadership meetings.

Compensation Range

The base annual salary range for this role is $190,000 to $270,000, plus a competitive performance-based bonus. 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 day 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, and Cetera Financial Specialists .

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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