
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.
🔥 5 hours ago
🏈 Alabama, Florida, +2 more states – Remote
💵 $115k - $125k / year
⏰ Full Time
🟠 Senior
📈 Growth Marketing
👻 Ghost score 20%
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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.
• Lead a Regional Growth Team and deliver results against sales goals and organic growth value line KPIs • Manage team accountabilities and delivery • Drive sales through the funnel from discovery to completion • Lead development and execution of engagement plans • Manage sales pipelines • Own assigned advisor relationships throughout the advisor life cycle • Develop and deploy Cetera-sponsored study groups for advisors • Fuel organic growth, engagement, advisor satisfaction, and advisor retention • Drive advisor adoption of Cetera growth tools, platforms, and solutions • Collaborate with business development onboarding and sales enablement teams to realize verified assets on Cetera platforms within defined timeframes • Connect advisors with subject matter experts to drive adoption of investment solutions, advice offerings, and Cetera platforms • Coach, strategize, approve PTO, set direction, motivate, and inspire direct reports
• 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 • Strong industry knowledge (preferably independent broker-dealer channel) • Proven sales background, field (not just desk) experience • Executive presence ("gravitas"), ability to interact with major business owners • Strong management and leadership capacity, not just sales acumen • Comfortable presenting to individuals and large audiences (up to 300 people) • Change and business planning consulting for advisors (efficiency, AUM/AUA/GDC growth, practice management) • Candidates must be located in the Southeast Region (FL, GA, AL, LA, AR, MS)
• Generous incentive compensation package • Remote work arrangement • Up to 50% travel
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