Business Management Consultant – Financial Institutions

Job not on LinkedIn

🕒 April 2

🏄 California, Hawaii, +3 more states – Remote

🏄 California – Remote 🌺 Hawaii – Remote 🥔 Idaho – Remote 🌲 Oregon – Remote ☕ Washington – Remote

💵 $100k - $130k / year

⏰ Full Time

🟠 Senior

🔴 Lead

💸 Financial Planning and Analysis (FP&A)

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CETERA

WebsiteLinkedInAll Job Openings

2 - 10 employees

Founded 2021

💸 Finance

🤝 B2B

☁️ SaaS

Finance • B2B • SaaS

CETERA is a wealth-management and financial services platform that provides broker-dealer, advisory, technology and practice-management solutions to independent financial advisors, registered investment advisers, tax and accounting professionals, and financial institutions. The company emphasizes B2B partnership models—white-glove onboarding, proprietary client-facing platforms, marketing and growth programs, and operational support—designed to help advisors transition assets, scale their businesses, and enhance client engagement. Cetera positions itself as a growth-focused partner and a technology-enabled “wealth hub” rather than a consumer-facing retail firm.

📋 Description

• Manage strategic business planning and relationship management with Financial Institutions executive management team, program management, financial advisors, support staff and other licensed staff within the financial institution. • Serve as a strategic relationship manager for financial institutions poised for growth through proactive business consulting to grow the program and increase wallet share with, and enhance the experience for, clients and customers. • Serve as an accountability growth partner and coach in collaborating and designing tailored annual growth business plans to align with each FI’s strategic objectives and wealth management program goals. • Complete quarterly business reviews to ensure stated objectives and goals are being met and to ascertain any modifications needed to meet any current or new goals. • Responsible for identifying value-add opportunities for the Financial Institutions, working with key Cetera resources to offer our high-value programs to address and support the needs of the Financial Institution. • Retain current FI partners, owing to the process of renewing and renegotiating our partnerships. Engage other Cetera resources (Channel and/or Community Leader, Finance, Regional Team, Legal, Ops, etc.) showcase us overall current and future strategic value to the FI. • Aide Senior Manager, Regional Growth Team with overall partnership renewals within the region. • Work with Financial Institution Executives, Program Managers and Regional Growth colleagues on overall FI client segmentation, design advice and service models for client segments, prescribe support staffing models, collaborate on marketing strategies, enhance program efficiency on best practices and tech adoption, and initiate other relevant Growth360 program and advisor specific roadmaps. • Identify existing FI Advisors poised for growth and engage the Wealth Management Consultant in a strategic growth relationship with the Advisor. • Grow the advisor team within Financial Institutions by working with corporate functions within Financial Institutions to increase knowledge, skills, and execution ability in marketing, people management, financial management and development of wealth management offerings and staff. • Work with Financial Institution to improve skillset & effectiveness in recruiting and employment administration of Financial Advisors. • With the support of Cetera marketing teams, collaborate with FI’s marketing team to market the wealth management investment program offerings, enhance member & client engagement & ultimately increase client / customer penetration and wallet share.

🎯 Requirements

• Bachelor’s Degree or equivalent experience • Previous Experience with a Regional, Community Bank or Credit Union • 10+ years of experience in Financial Services experience in a Relationship Management or Consulting Role • FINRA Series 7, Series 66 and/or Series 63/ 65 and Life Insurance License

🏖️ Benefits

• 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 fostering. • 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. • Paid caregiver leave to provide time away from work when caring for an ill or recovering family member. • Additional benefits such as an Employee Assistance Program (EAP), identity theft protection (LifeLock), pet insurance, and other voluntary benefits to provide extra peace of mind