Demo

Advisor Communications Manager

Cetera Financial Group
Dallas, OR Full Time
POSTED ON 2/7/2025
AVAILABLE BEFORE 4/7/2025

The Communications Manager is focused on developing and supporting channel and community communications and executing on related activities. The Communications Manager will report directly to the Director of Advisor Communications and collaborate with Community leadership, the Advisor Communications team and cross-functional colleagues throughout Cetera to create a positive, consistent experience for community financial professionals by sharing the right messaging at the right time based on enterprise content strategy. The Communications Manager has strong writing, editing, and project management skills and is a detail-oriented, collaborative, tactful and thoughtful team player. This role is going to be so critical to the broader organization & staying structurally aligned with the Channel Leaders; so, we will target the following Channel's locations: Independent Channel EST/CST; LE Channel PST (Southern CA); Tax Channel MST/CST (Dallas); and FI Channel MST/CST

What you will do:

  • Serve as a liaison to Community Leadership to understand, review, and implement community communications priorities in alignment with strategic enterprise priorities. Document and measure impact of activities.
  • Partner with Community Leadership and Advisor Communications team to co-create and publish collateral related to key community initiatives, collaborating closely with team to meet goals and deadlines. These might include talking points, presentations, leadership messages, social media messaging, and newsletters.
  • Develop and create community-specific thematic, branded content via Canva.
  • Maintain and execute on monthly community calendar of publication deliverables.
  • Maintain and develop social media charters for community leaders and execute on all plans. This will involve collaborating with marketing to ensure imagery aligns with brand standards.
  • Own and write ongoing advisor spotlight feature stories for advisor communications channels.
  • Own and manage community communications email marketing via Marketo, including building, testing, and troubleshooting email, and provide monthly dashboard reporting on impact.
  • Audit and update community communications channels monthly. Build and share reporting dashboards with key performance indicators for communications activities.
  • Travel occasionally as needed to provide onsite support for community meetings.
  • Serve as backup and support for general communications issues within the enterprise.

What you will need to have:

  • Excellent writing skills, including copywriting and editing.
  • Excellent critical thinking skills.
  • Experience with current and emerging communications platforms and technologies, including but not limited to Marketo, Viva Engage, Teams, Zoom, Salesforce, Canva, Hootsuite, Sprout Social.
  • Ability to work in a fast-paced environment on multiple projects with simultaneous timelines and hard deadlines.
  • Project management skills and ability to manage multiple resources and stakeholders with tact and sensitivity and a collaborative attitude.
  • MS Office, especially PowerPoint and Excel experience.
  • Marketo or similar platform or Canva.
  • BA or BS or equivalent degree in business, marketing, communications, or related discipline.
  • 5 years communications experience.
  • 3 years financial services or related industry experience.

Travel Requirements: Up to (25%)

Compensation: The base annual salary range for this role is $75,000 to $85,000, plus a 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-Remote



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, and Cetera Financial Specialists .

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.

Salary : $75,000 - $85,000

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