Senior Sales Enablement Manager at Cetera Financial Group Inc

We are establishing a new centralized Sales Enablement (SE) function at Cetera Financial Group, and this is an exciting opportunity to join as a founding team member. In the Senior Sales Enablement Manager, GTM Strategy & Optimization role, you will shape the strategy, infrastructure, processes, and programs that will drive revenue growth across the organization. You will collaborate with Sales, Marketing, Product, and Technology teams to design, implement, and coordinate enablement initiatives that deliver the right solutions to the right advisors at the right time. This position requires an analytical thinker who thrives on using data to drive decisions, loves to learn, and is enthusiastic about continuous improvement and cross-functional collaboration.

As a brand-new team, we anticipate a fast rate of progress across all aspects of our SE practices in the initial phases. With this in mind, we are seeking to hire up to 3 “utility player” Senior Managers that will each bring unique combinations of skills and experiences that allow team to collectively drive sales outcomes through:

• Data: Help define target markets, segmentation strategies, build reporting infrastructure, ensure data connectivity, etc.

• Tools & Technology: Ensure CRM strategy alignment, drive digital process integration and AI adoption, align digital experiences with advisor workflows, recommend modern technology enhancements, etc.

• Processes & Programs: Lead GTM planning cycles and manage GTM project portfolio, coordinate cross-functional execution, prioritize advisor engagement strategies, build repeatable sales processes, etc.

• Knowledge Management: Develop knowledge management systems, internal training programs, ensure knowledge content is built for all GTM activities, etc.

• Governance: Play an active role in facilitating the overall governance and communication protocols for the Sales Enablement GTM framework, etc.

Because we are in the building stage, this role will connect directly to senior leaders as we seek to be more efficient and effective at unlocking growth opportunities so that advisors can help their clients achieve their financial goals at every stage of life. In this role, there will be significant energy spent working collaboratively and empathetically to understand salesperson and advisor experiences from their points of view and then creatively brainstorming and working quickly to iterate our practices accordingly.

Core Responsibilities:

• Partner with the Head of Sales Enablement and team to develop and execute the Sales Enablement strategy and roadmap, while ensuring alignment with company objectives.

• Use analytics and reporting to identify insights, form action plans, and measure enablement impact.

• Work with Technology partners to optimize the enablement technology stack (Salesforce, sales engagement tools, etc.) and ensure adoption.

• Create and maintain sales/GTM playbooks, competitive intelligence, and messaging frameworks in partnership with Marketing and Product teams.

• Lead large cross-functional initiatives that drive change and improve sales productivity.

• Support Go-to-Market planning and execution in collaboration with Sales, Marketing, and Product teams.

• Design and deliver knowledge management and communications programs for Sales and GTM teams (aka “Specialty Sales & Solutions” teams) that allow them to access the information they need when they need it most.

• Oversee content management systems and ensure effective communication of enablement resources.

• Foster a culture of learning, adaptability, and continuous improvement across the sales organization. Stay highly connected to all Channels, Communities, and Specialty Sales & Solutions teams.

Required Knowledge, Skills, and Abilities:

• Curiosity more than anything else

• Value diversity in any sense of the word

• Comfortable with ambiguity; talent in bringing “method to madness”
• Demonstrated success in building, scaling, and/or implementing new things to enable sales
• Authentic leadership

• Change agent

• Proven ability to manage large, complex, cross-functional projects

• Enjoy collaboration and learning
• Excellent writing and communication skills
• Ability to describe your unique value and ideas for helping this new team’s mission

• Persuasive communication skills and the ability to influence senior stakeholders across reporting lines

• Some portion or combination of the following:

  • Proficiency with Salesforce and experience with other leading enablement tools

  • Experience or familiarity with enhancing sales experience with AI, analytics, and/or other digital tools

  • Advanced analytical skills with experience using data to drive insights and decision-making; ability to use Tableau, ThoughtSpot, advanced Excel, and/or other data programs a major plus

  • Experience building or managing knowledge management programs to ensure customer-facing people can access the right information at the right time

  • Talented storyteller and executive-level PowerPoint presentation skills 

Desired Knowledge, Skills, and Abilities:

• FINRA Series 7, 66 (or 63 & 65) and /or 24 FINRA Licenses desired

• Financial services experience strongly preferred, particularly at premier customer-centric firms

• Strong program delivery or program/product management experience

• Relationship-building

Minimum Required Education & Experience: 

• Bachelor’s Degree and advanced degrees appreciated

• 7+ years of progressively successful experience in Sales Enablement, Sales Operations, or applicable roles

Travel Requirements: 

Variable depending on workload composition and episodic events, with spikes up to ~50% for specific stakeholder research and shadowing, Cetera events, in-person planning meetings, and in-person program delivery and GTM training sessions, etc.

Compensation:

The salary range for this role is $117,000 – $185,000, plus competitive performance-based bonus. Compensation packages are based on a wide array of factors unique to each candidate, including but not limited to skill set, years and depth of experience, certifications, and specific office location. Compensation ranges may differ in differing locations due to cost of labor considerations.

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