Senior Growth Solutions Strategy Manager bei Cetera Financial Group Inc
Cetera Financial Group Inc · Dallas, Vereinigte Staaten Von Amerika · Onsite
- Professional
- Optionales Büro in Dallas
Growth Solutions Strategy Manager
Job Description
Cetera Financial Group – The Advisor Productivity and Efficiency Team is seeking an experienced and talented professional to support and own the overall product strategy of Growth, Business Coaching and Consulting, Education & Training Solutions.
The Cetera Advisor Productivity and Efficiency Team is a dynamic and entrepreneurial team focused on identifying, scoping, building, and driving systematic and repeatable advisor engagement with Cetera’s most impactful growth solutions through business coaching and consulting, training, education, and our Growth360 technology enablement platform.
What You Will Do
If you are up for the challenge, your responsibilities will include:
Major Objectives:
- Collaborate with senior program manager to execute the Growth360 go-to-market strategy, including measuring success metrics and reporting out to various business stakeholders and leadership.
- Develop, align with Cetera business goals, and implement Advisor Productivity and Efficiency Team strategies for new initiatives across Business Coaching and Consulting, Growth360, and Education & Training.
- Partner with Cetera business heads and growth teams to identify Growth360 and education solutions to help establish new growth initiatives and drive their business goals.
- Work closely with sales teams to inform and drive sales roadmaps for Growth360 and other Advisor Productivity and Efficiency Team solutions, ensuring alignment between sales priorities and solution delivery.
- Oversee and execute multiple administrative functions to manage Growth360 software performance and stakeholder value, including:
- CRM and user data management (e.g., Salesforce updates, adoption tracking, performance reporting)
- User onboarding/offboarding and access control
- Maintenance of reporting dashboards and analytics tools
- Creation and updates to training materials, FAQs, and user documentation
- Tracking and prioritizing enhancement requests, bug reports, and stakeholder feedback
- Partner with internal tools, enablement teams, and field leaders to drive greater adoption of Growth360, ensuring consistent usage, measurable business impact, and alignment with strategic growth objectives.
- Work closely with Cetera-wide growth facilitation (Growth Officers, Advisory Business Consultants, Relationship Managers, etc.) and internal operational team members to resolve program issues and streamline adoption of Advisor Productivity and Efficiency Team services through the implementation of required process improvements.
- Partner with Business Coaches and Consultants to drive set consulting offerings, including measuring success metrics and reporting out to the business.
- Business ownership and oversight of solution requirements to ensure that all parties, engaged in any teamwide efforts, timely and effectively execute required deliverables.
- Build out and oversee growth solutions continuous improvement processes.
Supporting Objectives:
- Build and oversee continuous improvement processes for all growth solutions, ensuring they evolve with business needs and user feedback.
- Manage relationships with third-party program vendors to ensure seamless integration and optimal value delivery.
- Coordinate cross-functional efforts affecting business-as-usual (BAU) program enhancements and project-based improvements.
- Establish and maintain standard operating procedures for new program implementation, administration, and performance management.
- Manage minor in-house program improvements when PMO support is not engaged.
- Ensure full transparency and proactive communication with all key stakeholders throughout program improvement and implementation efforts.
- Identify program gaps and bring forward actionable, data-driven solutions to help internal teams and affiliated financial professionals succeed.
- Collaborate with sales, enablement, and operational teams to align adoption strategies and training resources with sales roadmaps and business objectives.
What You Need to Have:
- 7–10 years of experience developing and/or implementing products/programs/solutions within a corporate environment (product developer, product owner, program manager, business owner, project manager, business analyst, etc.).
- Working knowledge of the financial services industry with particular interest and understanding of the advisor-intermediated wealth management industry preferred.
- Demonstrated leadership skills, with an ability to lead internal and external resources.
- Strong interpersonal skills with an ability to build relationships and engage productively with all levels of the organization.
- Demonstrated analytic and strategic planning skills.
- Demonstrated ability to develop and deliver high-impact presentations.
- Results-driven and detail-oriented individual.
- Outstanding written and oral communications skills.
- Demonstrated professionalism and polish with the ability to productively influence key decision makers.
- Demonstrated ability to manage changing requirements and short timelines.
- Ability to act tactically and think strategically.
- Ability to work both independently and in a team environment with a foundation of flexibility.
As part of the Cetera Advisor Productivity and Efficiency Team, the Strategic Program Manager is responsible for advising, developing, and influencing the group’s overall product, platform, and program go-to-market strategy.
Company
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 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.
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.
Please review our Workforce Privacy Policy for further details on what information we collect and the purposes for collection.
