Cetera Financial Group
Director, Growth Operations & Analytics
Cetera Financial Group, San Diego, California, United States, 92189
As a Deputy to the Head of Growth Operations & Analytics, you’ll act as a highly critical right-hand resource and be responsible for strategic planning processes and initiatives, serving as deputy business leader for business improvement and transformation projects, and work closely with matrix partners & leaders to strengthen and drive Cetera’s overall value proposition and achieve improved organic topline revenue growth, retention and competitive positioning.
This position reports to our Head of Growth Operations & Analytics with an expectation of travel to key Cetera locations and in-person business meetings, as needed. We’re looking for someone to join us immediately.
What you will do:
In collaboration with Growth Org Channel partners, responsible for the strategic planning and coordination of initiatives, projects, process improvements and other developments designed to improve efficiencies, effectiveness, bottom-line revenue within the Growth Org.
Work with the Growth Org leaders to develop, review, analyze and leverage business intelligence & reporting (e.g., scorecard, attrition, sales pipelines, etc.) to drive results.
Manage internal meetings (e.g., Revenue Council & President’s Forum) including setting agendas, preparation of materials and driving for action follow-up.
Project Leader for mission critical projects such as organization design, enterprise commissions, and sales transformation.
Collaborate with business leaders to understand business needs, create roadmaps and facilitate process implementation.
Responsible for representing and driving the interests and needs of the Growth Org within corporate meetings and committees such as Change Governance, Enterprise Readiness & Impact, Operating Council(s), Program enhancement and Salesforce Governance.
Manage the support & execution of field meetings and conferences.
Facilitate and lead the partnership with Finance data reporting & business operations teams to secure accurate & timely data.
Review business source data, complete reasonability analysis of data and verify accuracy.
What you need to have:
Bachelor’s degree required.
10+ years of experience in Wealth Management and/or Broker Dealer roles with progressive experience and responsibility in business analytics, sales operations, and business transformation.
Proven effectiveness in partnering, engaging and working with cross-functional and leadership teams.
Strategic and forward-thinking orientation, with the ability to achieve short- and long-term goals and results.
Strong written and oral communication skills with strong strategic influencing skills.
Strong planning/organization skills and high attention to detail.
What is nice to have:
A style of working that combines a problem-solving mindset, a can-do attitude, the ability to adapt quickly, and a collaborative, team-based approach to success.
Ability to excel under pressure and prioritize multiple tasks simultaneously while delivering on-time and with quality.
Ability to synthesize data and information into recommendations and then drive the execution based on those recommendations.
Entrepreneurial/innovative driver of change and new ways of working.
Compensation Range:
The base annual salary range for this role is $190,000 to $220,000, 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
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+ days of paid time off (PTO), paid holidays, 1 paid wellness day and 1 day of paid volunteer time off (VTO) 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.
About Cetera Financial Group:
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 an independent financial advisor network and 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 refers to the network of retail independent broker-dealers encompassing, among others, Cetera Advisors, Cetera Advisor Networks, Cetera Financial Institutions, Cetera Financial Specialists, and First Allied Securities.
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 the 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 our Workforce Privacy Policy for further details on what information we collect and the purposes for collection.
#J-18808-Ljbffr
This position reports to our Head of Growth Operations & Analytics with an expectation of travel to key Cetera locations and in-person business meetings, as needed. We’re looking for someone to join us immediately.
What you will do:
In collaboration with Growth Org Channel partners, responsible for the strategic planning and coordination of initiatives, projects, process improvements and other developments designed to improve efficiencies, effectiveness, bottom-line revenue within the Growth Org.
Work with the Growth Org leaders to develop, review, analyze and leverage business intelligence & reporting (e.g., scorecard, attrition, sales pipelines, etc.) to drive results.
Manage internal meetings (e.g., Revenue Council & President’s Forum) including setting agendas, preparation of materials and driving for action follow-up.
Project Leader for mission critical projects such as organization design, enterprise commissions, and sales transformation.
Collaborate with business leaders to understand business needs, create roadmaps and facilitate process implementation.
Responsible for representing and driving the interests and needs of the Growth Org within corporate meetings and committees such as Change Governance, Enterprise Readiness & Impact, Operating Council(s), Program enhancement and Salesforce Governance.
Manage the support & execution of field meetings and conferences.
Facilitate and lead the partnership with Finance data reporting & business operations teams to secure accurate & timely data.
Review business source data, complete reasonability analysis of data and verify accuracy.
What you need to have:
Bachelor’s degree required.
10+ years of experience in Wealth Management and/or Broker Dealer roles with progressive experience and responsibility in business analytics, sales operations, and business transformation.
Proven effectiveness in partnering, engaging and working with cross-functional and leadership teams.
Strategic and forward-thinking orientation, with the ability to achieve short- and long-term goals and results.
Strong written and oral communication skills with strong strategic influencing skills.
Strong planning/organization skills and high attention to detail.
What is nice to have:
A style of working that combines a problem-solving mindset, a can-do attitude, the ability to adapt quickly, and a collaborative, team-based approach to success.
Ability to excel under pressure and prioritize multiple tasks simultaneously while delivering on-time and with quality.
Ability to synthesize data and information into recommendations and then drive the execution based on those recommendations.
Entrepreneurial/innovative driver of change and new ways of working.
Compensation Range:
The base annual salary range for this role is $190,000 to $220,000, 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
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+ days of paid time off (PTO), paid holidays, 1 paid wellness day and 1 day of paid volunteer time off (VTO) 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.
About Cetera Financial Group:
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 an independent financial advisor network and 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 refers to the network of retail independent broker-dealers encompassing, among others, Cetera Advisors, Cetera Advisor Networks, Cetera Financial Institutions, Cetera Financial Specialists, and First Allied Securities.
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 the 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 our Workforce Privacy Policy for further details on what information we collect and the purposes for collection.
#J-18808-Ljbffr