What are the responsibilities and job description for the High Net Worth Client Manager position at Cetera Financial Group?
The High Net Worth Client Manager plays a vital role in managing high-net worth opportunities from external advisors, acting as a project manager throughout the sales process with prospective clients and their advisors. This position serves as the key liaison between advisors, their clients, and various internal teams at Cetera that facilitate a smooth onboarding experience into our ecosystem. This is a hybrid role, requiring two days a week in the office, and candidates must be located near an office hub.
Key Responsibilities :
- Manage communication between advisors and the high-net worth solutions team to effectively oversee incoming opportunities.
- Engage with advisors to assess the specifics of each opportunity and determine the necessary products / services for prospective clients.
- Keeps the high-net worth solutions team informed about the status of opportunities and the action plan for each.
- Conduct regular outreach to Growth Managers to identify potential high-net worth opportunities.
- Support the high-net worth team in creating tailored presentation materials for individual prospects.
- Develop marketing collateral for high-net worth solutions to inform advisors and growth teams.
- Maintain a pipeline report dedicated to tracking progress against high-net worth goals and objectives.
- Collaborate with the Head of HNW Solutions to enhance the visibility and reach of the high-net worth solutions team across the Cetera network.
Qualifications :
Compensation :
The base annual salary range for this role is $110,000 - $130,000, complemented by a performance-based bonus. Compensation may vary based on a variety of factors, including skill set, experience, certifications, and geographic location.
What We Offer :
At Cetera, we empower individuals to achieve their dreams through our work. We also recognize the importance of a work-life balance and support our employees with a comprehensive benefits package, including :
About Cetera Financial Group :
Cetera Financial Group is a leading network empowering independent financial advisors to deliver objective financial advice and investment solutions to individuals and organizations nationwide. With a focus on personalized service, Cetera offers a range of support resources to help advisors thrive in their practices.
Cetera Financial Group is committed to equal employment opportunity for all applicants and employees. All employment decisions will be made without regard to any class protected by state and / or federal law.
Agencies Please Note : This recruitment assignment is managed directly by Cetera's Talent Acquisition team.
Salary : $110,000 - $130,000
