Cetera is seeking a strategic and experienced leader to lead the Client Success strategy within our Digital Solutions and RIA Blueprint business. Reporting to the Managing Director of Digital Solutions, this role will be responsible for delivering an exceptional advisor experience across the entire client lifecycle—from onboarding and activation to long-term engagement and retention.
This individual will serve as a trusted partner to advisors and firm leaders, working closely with them to gather insights, refine platform delivery, and ensure that the RIA Blueprint experience evolves in step with advisor needs. The role requires a deep understanding of the advisor journey, a proactive mindset, and a proven ability to translate strategic feedback into operational and product improvements.

KEY RESPONSIBILITIES

• Develop and evolve a client strategy framework for resolving issues that adapts to advisor feedback and market conditions while maintaining alignment with enterprise objectives
• Build trusted relationships with advisors and firm stakeholders by developing a feedback-rich, collaborative engagement model
• Launch and lead client feedback loops, executive councils, and listening forums to continuously assess advisor satisfaction, adoption, and long-term engagement
• Collect and document advisor feedback through regular touchpoints, strategic planning sessions, and structured listening programs
• Collaborate with internal teams including Digital Solutions, RIA Blueprint, Solutions for Financial Advisors, Data & Analytics, Finance, Legal, Marketing, Product, Technology, Compliance to align client feedback with business strategy and product roadmap
• Translate advisor insights into actionable strategies for improving platform adoption, resource delivery, and client satisfaction
• Develop and manage success metrics focused on satisfaction across each stage of the advisor lifecycle, retention rates, and referral activity
• Identify trends across the RIA Blueprint advisor community to proactively recommend improvements to onboarding, service delivery, and platform engagement models
• Drive strategic planning and reporting cycles for the client success function, tying advisor feedback and experience outcomes to platform growth and retention goals

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, 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