Chief of Staff - RIA & Branches Channel at Avantax Planning Partners

Dallas, Texas, United States -

Full Time

Start Date

Immediate

Expiry Date

01 Jun, 26

Salary

0.0

Posted On

03 Mar, 26

Experience

10 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Strategic Planning, Execution Roadmaps, Operating Mechanisms, Risk Escalation, Change Initiatives, Cross-Functional Execution, Business Intelligence, Org Health Dashboards, Budgeting, Forecasting, People Plan Alignment, M&A Integration, Communications Strategy, Executive Communication, Financial Consulting, Strategy Execution

Industry

Financial Services

Description

Summary: The Channel Chief of Staff acts as the right-hand strategic execution partner to the Channel Leader, bridging vision and execution across the Channel and Communities. This role translates multi-year channel priorities into actionable plans, operating mechanisms, milestones, and performance metrics, ensuring measurable progress across advisor growth, operational efficiency, and integration initiatives. The Chief of Staff drives the channel’s annual and quarterly planning, supports budgeting, forecasting, and people-plan alignment, and ensures strategic initiatives are delivered on scope, time, and budget through strong governance, cross-functional alignment, and disciplined follow-through. Responsibilities: Strategic Planning, Alignment & Operating Cadence • Translate strategic priorities into execution roadmaps with initiatives, owners, milestones, risks, and KPIs/OKRs. • Lead annual and quarterly planning cycles and ensure cross-functional and in-channel alignment. • Build and implement operating mechanisms connecting strategy to execution. • Establish accountability, escalate risks or slippage, and recommend remediation plans. Channel Delivery, Governance & Cross-Functional Execution • Lead change initiatives to improve organizational effectiveness and scalability. • Coordinate and escalate with operations, service, risk, supervision, and technology teams. • Ensure delivery of strategic initiatives on scope, time, and budget. Business Intelligence, Reporting & Org Health Insights • Develop and leverage business intelligence to drive growth, productivity, and profitability. • Design and implement org health dashboards and feedback loops. • Track and report progress against KPIs and strategic outcomes. • Identify opportunities for automation and OPEX and cost-to-serve reduction. Budgeting, Forecasting & People Plan Enablement • Support channel budgeting, forecasting, and planning. • Manage channel budget related to recruiting, attrition, and strategic programs. • Partner with FP&A and HR to align the annual budget and people plan with channel strategy. Growth Enablement, M&A & Integration Execution • Support onboarding and integration of acquired practices. • Provide financial and operational insights to support growth initiatives. Communications & Advisor/Client Engagement • Design and execute a communications strategy supporting strategic initiatives. • Deliver customized internal and external channel communications. • Prepare executive-ready materials for meetings, offsites, and conferences. Required Qualifications: • Bachelor’s Degree. • 15+ years of directly related experience, including financial consulting. • Financial Services experience • Proven strength in strategy execution and cross-functional leadership. • Strong executive communication and analytical skills. Preferred Qualifications: • Series 7, Series 24, and Series 66 licenses. • Advanced proficiency in MS PowerPoint and Excel • Experience working with an RIA firm or Broker Dealer Travel Requirements: Up to 50% for advisor engagements, conferences, and leadership meetings. #LI-Hybrid About Us 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 plus 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. About Cetera Financial Group: Cetera Financial Group [https://cetera.com/]® ("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 one of the largest independent financial advisor networks in the nation by number of advisors, as well as 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 [https://www.cetera.com/about-us]" refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC [https://www.ceteraadvisornetworks.com/welcome], Cetera Wealth Services LLC [https://www.ceteraadvisornetworks.com/welcome] (f/k/a Cetera Advisor Networks), Cetera Investment Services LLC (marketed as Cetera Financial Institutions, [https://www.cetera.com/firms/cetera-financial-institutions] or Cetera Investors [https://www.cetera.com/firms/cetera-financial-specialists]. All firms are members FINRA/SIPC. 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 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 [https://www.cetera.com/uploads/07/12/workforce_privacy_policy.pdf] for further details on what information we collect and the purposes for collection.

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Responsibilities

The Chief of Staff translates strategic priorities into actionable execution roadmaps, leading annual and quarterly planning cycles, and establishing operating mechanisms to ensure cross-functional alignment and accountability. This role also drives channel delivery, governance, business intelligence reporting, and supports budgeting, forecasting, and integration initiatives.