What are the responsibilities and job description for the Channel Chief of Staff position at Cetera Financial Group?
Summary :
The Channel Chief of Staff acts as right-hand resource to the Channel Leader, leaning in on strategic planning processes, budgeting & forecasting. Responsible for leading Channel implementation of programs and initiatives to communities, affiliated advisors and advisor firms. Strategically creates & executes communications that drive advisor and community engagement & organic growth.
Responsibilities :
- Serves as strategic thought partner to the Channel Leader in planning people resources, executing Channel strategy & mandates and managing programs related to advisory engagement.
- Responsible for supporting Channel budgeting, forecasting & planning.
- Drive alignment and execution of Channel strategy across the Channel through planning & management of all administrative, financial & operational activities for the Channel Leader.
- Manage Channel budget for attrition and recruiting activities, programs and expenditures.
- Responsible for working with the Channel Leader, Community Leaders & supporting teams to develop, review, analyze and leverage business intelligence & reporting to drive results.
Communication & Advisor Engagement :
The successful candidate will demonstrate :
What you need to have :
What is nice to have :
Travel Requirements :
Up to 50% for Strategic Community Engagements with Advisors and Cetera Events, Conferences or Leadership Meetings.
Compensation Range :
The base annual salary range for this role is $180,000 to $200,000, 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
The experience expected from applicants, as well as additional skills and qualifications needed for this job are listed below.
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 :
About Cetera Financial Group :
Cetera Financial Group 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.
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Salary : $180,000 - $200,000
