Strategic Relationships Principal
$113k - $167kCetera Financial Group
The Strategic Relationships Principal will develop and execute cross-enterprise growth strategies between our network of distribution partners, broker/dealers, and financial professionals. This role will interact with key executives at existing strategic partner firms as well as across Cetera channels and communities and will have accountability for relationship building and elevating the partner firms’ visibility and engagement via sales advocacy, marketing, promotions, and educational events. The Principal will also be responsible for problem resolution, reporting on the growth of partner firm’s business, and ensuring the partner firms’ are achieving operational efficiencies within Cetera. This role will source, vet, and propose new relationships to drive Cetera’s strategic growth objectives. What You'll Do: Manage Cetera Financial Group’s relationships with strategic distribution partners representing various product lines with a specific focus on life insurance products and independent third-party insurance and annuity distributors Identify, recommend, communicate, and execute opportunities between all Cetera Financial Group business units, Broker Dealers, and strategic partners to drive sales, asset, and revenue growth Source and negotiate incremental partnership opportunities that align with strategic objectives Prepare analysis on industry and product trends that impact strategic partner opportunities and risks Contribute to cross-enterprise initiatives to drive operational efficiencies for strategic partners Other duties as assigned What You Need to Have: At least 3 years of experience managing external distributor or vendor relationships Minimum of 7 years of experience in the financial services profession Product knowledge and subject matter experience in core product offerings; keen understanding of product design, distribution models, and economics Strong interpersonal, communications, and relationship-building skills Highly organized and responsive A growth-oriented, results-driven mindset A collaborative approach that fosters enduring and effective relationships Highly developed communication skills What's Nice to Have: Marketing savvy, including proven communication and presentation skills, campaign design, and digital content management Data analytics proficiency; an aptitude for using quantifiable metrics to define opportunities and measure results Project management acumen from ideation to execution; ability to manage numerous, multi-faceted business initiatives and stay highly focused, organized, and attention to detail Distribution, sales, and/or product management experience Travel Requirements: Up to (30 %) Compensation: The base annual salary range for this role is $113,000 to $167,000, 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. #LI-Hybrid About Us 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 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 plus 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. 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 one of the largest independent financial advisor networks in the nation by number of advisors, as well as 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 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 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 ourWorkforce Privacy Policy for further details on what information we collect and the purposes for collection. #J-18808-Ljbffr Cetera Financial Group
$113k - $167k
...Strategic Relationships Principal The Strategic Relationships Principal will develop and execute cross-enterprise growth strategies between our network of distribution partners, broker/dealers, and financial professionals. This role will interact with key executives...PrincipalFull timeFlexible hours$113k - $167k
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