RIA Services Director bei Cetera Financial Group Inc
Cetera Financial Group Inc · San Diego, Vereinigte Staaten Von Amerika · Hybrid
- Senior
- Optionales Büro in San Diego
The RIA Services Director serve as a strategic partner to the RIA Blueprint Community Leader in shaping and executing initiatives that enhance the RIA Blueprint customer journey. This role is instrumental in delivering a seamless, engaging, and value-driven experience for financial professionals and their clients.
Key Responsibilities:
Strategic Planning & Platform Development
• Collaborate on the development and execution of strategies for Cetera’s RIA Blueprint offering, including value proposition, target market definition, product requirements, internal performance tracking, and pricing models.
• Lead the formulation of a competitive pricing strategy that balances market positioning with margin protection and platform growth.
Advisor Engagement & Sales Enablement
• Act as the subject matter expert (SME) for the RIA Blueprint platform, supporting the RIA Channel and recruiting teams throughout the sales process:
• Discovery: Assess advisor fit and align needs with appropriate Cetera Wealth Hub solutions.
• Education: Conduct consultative discussions on RIA industry trends, benefits of RIA ownership, and key trade-offs.
• Solutions: Recommend tailored Cetera solutions based on advisor goals and business models.
• Utilize advisor insights and market intelligence to inform and refine strategic priorities.
Go-to-Market Strategy & Growth Initiatives
• Partner with the RIA Blueprint Community Leader to develop and execute a comprehensive recruiting and go-to-market strategy.
• Define target advisor profiles and align marketing and sales messaging accordingly.
• Prioritize and implement growth strategies to drive platform adoption and sales.
• Provide strategic guidance on resource allocation to support key initiatives.
• Design tools, resources, and advisor-facing materials to support the sales lifecycle.
Internal Enablement & Education
• Lead cross-departmental training initiatives to elevate organizational understanding of the RIA industry, the RIA Blueprint platform, and the advisor segments served.
• Develop and maintain internal reporting on the opportunity pipeline and provide training to support its effective use.
Platform Strategy & Roadmap Development
• Influence the strategic roadmap for RIA Blueprint by identifying and advocating for platform enhancements that drive scalability and advisor satisfaction.
• Evaluate and prioritize initiatives based on impact and feasibility.
• Collaborate with cross-functional teams to continuously improve the advisor experience.
Post-Sales Support & Relationship Management
• Transition advisor relationships to dedicated relationship managers post-sale, while remaining a point of escalation for complex issues.
• Support the RIA Channel in shaping marketing strategies and roadmaps for complementary offerings.
Required Experience and Skills
• 7+ years of experience within the RIA space or wealth management platforms.
• 3+ years in a leadership or strategic planning role, ideally involving platform development or advisor services.
• Bachelor’s degree in Business, Finance, Economics, or a related field or an equivalent combination of education and experience.
• Deep understanding of the Registered Investment Advisor (RIA) industry, including business models, regulatory environment, and market trends.
• Proven ability to develop and execute strategic initiatives that drive platform growth and advisor engagement.
• Strong analytical skills with experience in pricing strategy, performance tracking, and market segmentation.
• Exceptional communication and presentation skills, with the ability to lead consultative discussions and influence cross-functional teams.
• Demonstrated success in sales enablement, go-to-market strategy, and advisor recruiting.
• Ability to manage complex projects and collaborate across departments to deliver results.
• Proficiency in CRM systems, reporting tools, and Microsoft Office Suite; experience with Salesforce is a plus.
Compensation Range:
The base annual salary range for this role is $151,000 to $201,000, 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.
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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.
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