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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong leadership and management capabilities while driving sales growth and advisor engagement. Possesses extensive experience in relationship management and a proven track record in the independent broker-dealer channel.
Highest-signal resume keywords
Sales ManagementRelationship ManagementTeam LeadershipFINRA Licenses (Series 7, 66, 24)Advisor Engagement
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Sales StrategySales Pipeline ManagementEngagement Plan DevelopmentAdvisor Satisfaction ImprovementBusiness Planning Consulting
Soft Skills
Executive PresenceCoachingMotivational LeadershipPresentation Skills
Tools & Technologies
Cetera Growth ToolsCetera Platforms
Certifications & Qualifications
Bachelor’s DegreeSeries 7 LicenseSeries 66 LicenseSeries 24 License
Industry Keywords
Independent Broker-Dealer ChannelAdvisor Life CycleOrganic GrowthAdvisor RetentionAUM Growth
About the role
Key responsibilities & impact- 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
Requirements
What you’ll need- 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)
Benefits
Comp & perks- Generous incentive compensation package
- Remote work arrangement
- Up to 50% travel
