Cetera Financial Group

Community Engagement Leader (Remote)


PayCompetitive
LocationSan Diego/California
Employment typeFull-Time

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  • Job Description

      Req#: 5357

      Cetera Financial Group (CFG) is seeking a Community Engagement Leader who will serve as a strategic right-hand resource to the Community Leader and is responsible for the engagement of advisors with Cetera and the Community through partnerships with marketing & communication teams for content distribution and through management & execution of the implementation and communication of new programs, product offering, resources, tool, and initiatives. Responsible for engaging and supporting Channel & Community Leadership in strategic planning processes and resource management.

      What you will do:

      • Working with marketing and communications partner(s) as community resource & collaborator, responsible for content distribution and management for the Community including review and prioritization of distributed content, supporting Channel go-to-market strategy & plans, and building incremental adoption content and engagements to help financial advisors to engage and adopt Cetera programs.
      • Act as a thought partner with an aligned communication manager and communication support team(s).
      • Work with the Events & Conferences Marketing team in planning, creating & executing content and messaging, creating meeting agendas, and ensuring execution of Enterprise, Channel & Community priorities for Company events.
      • Responsible for working closely with the Channel Shared Services Leader and marketing & communications team(s) to design, create & execute a communication strategy in support of the Community value proposition to financial advisors.
      • Accountable for the execution of Community meetings & study groups, coordinating the delivery of content within Company conferences and meetings, and spearheading community-level advisor boards.
      • Responsible for Community engagement in projects, process improvements, and other developments designed to improve growth expertise and service delivery, providing input, collaborating, and tracking/executing milestones.
      • Responsible for running point with the Channel Shared Services Leader to ensure effective partnerships and service delivery by Shared Services, Sales Enablement, Strategy & Solutions, Operations, and Due Diligence teams.
      • Responsible for Community partnerships, through the Channel and directly, with value line leaders and teams.
      • Actively review shared service performance with the Community.
      • Responsible for identifying Community Leader engagement needs amongst regions.
      • Partner and coordinate with marketing and communications teams for delivery of content, media, and messaging for the Community.

      What you need to have:

      • Bachelor’s Degree.
      • 5+ Years Relationship Management & Sales Experience.
      • Sales Operations, Process Improvement, Advisor Communications, and/or Events & Program Delivery Experience.

      What is nice to have:

      • Series 7, 66, or 63/65 combo and/or 24 FINRA Licenses.

      Travel Requirements:

      • Up to 50% for Strategic Community Engagements with Advisors and Cetera Events, Conferences, or Leadership Meetings.

      #LI-DNI

  • About the company

      Cetera Financial Group is a shared service organization serving affiliates that comprise the second-largest family of independent broker-dealers in the United States.