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Cetera Financial Group · 1 day ago

Strategic Relationships Principal

Dallas, TX

Full-time

Onsite

Senior Level

$127K/yr - $167K/yr

7+ years exp

Cetera Financial Group is a leading network of independent retail broker-dealers empowering the delivery of objective financial advice. The Principal, Strategic Relationships role involves developing and executing growth strategies with distribution partners and enhancing relationships to drive sales and asset growth.

AdviceFinancial ServicesRetailRetirementWealth Management

Hiring Manager

Hailey Bernier

Responsibilities

Support the primary liaisons managing Cetera Financial Group’s relationships with strategic distribution partners representing various product lines

Identify, recommend, and execute opportunities between all Cetera Financial Group business units, Broker Dealers, and strategic partners to drive sales and asset growth

Source and prepare analysis on industry and product trends that impact strategic partner opportunities and risks

Contribute to cross-enterprise initiatives to drive operational efficiencies for strategic partners

Qualification

Product knowledgeFinancial services experienceRelationship managementData analyticsProject managementMarketing skillsInterpersonal skillsCommunication skillsOrganizational skillsAttention to detail

Required

Product knowledge and subject matter experience in core product offerings; keen understanding of product design and economics

At least 3 years of experience managing external distributor or vendor relationships

Minimum of 7 years of experience in the financial services profession

Strong interpersonal, communications, and relationship-building skills

Highly organized and responsive

A growth-oriented, results-driven mindset

A collaborative approach that fosters enduring and effective relationships

Highly developed communication skills

A sharp attention to detail

Preferred

Marketing savvy, including proven communication and presentation skills, campaign design, and digital content management

Data analytics proficiency; an aptitude for using quantifiable metrics to define opportunities and measure results

Project management acumen from ideation to execution; ability to manage numerous, multi-faceted business initiatives and stay highly focused, organized, and attention to detail

Distribution, sales, and/or product management experience

Benefits

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 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.