
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.
🕒 March 31
🏈 Alabama, Florida, +2 more states – Remote
💵 $115k - $125k / year
⏰ Full Time
🟠 Senior
📈 Growth Marketing
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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.
• Accountable for leading a Regional Growth Team and its delivery of results against sales goals and organic growth value line KPIs. • Primary owner of advisor relationships. • Responsible for the direct management and delivery of role accountabilities through the growth team. • Responsible for driving sales through the funnel from discovery to completion and leading the Regional Growth Team in developing and ensuring the execution of regular engagement plans and the management of the sales pipelines. • Responsible for the development and deployment of Cetera-sponsored study groups for advisors. • Manage the team in fueling organic growth, engagement, advisor satisfaction, and advisor retention through key value proposition engagements and relationship management, including advisor adoption of Cetera growth tools, platforms, and solutions. • Work in collaboration with business development onboarding and sales enablement teams to ensure verified assets are realized on Cetera platform(s) within defined timeframes. • Actively identify and/or create opportunities to connect the Advisor with subject matter experts to drive product adoption of investment solutions, advice offerings, and Cetera platforms.
• Bachelor’s Degree • Minimum 8 years of Relationship & Sales Experience • Series 7, 66 (or 63 & 65) and /or 24 FINRA Licenses • Minimum 3 years of managing a regional team
• 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
Apply Now🕒 March 31
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