At Cetera, we strive for continuous improvement and evolution towards excellence. To achieve this, we require the right individuals who can support and ensure our success. We offer diverse business opportunities that are constantly evolving, providing meaningful prospects for growth to everyone. If you are proactive, adaptable to change, and thrive in a fast-paced and dynamic environment, the possibilities for advancement and success are limitless.
We are currently seeking a Senior Business Consultant who will be responsible for functioning as both the primary strategic consultant for top firms affiliated with Cetera Wealth Management and a partner of value to increase the firm’s competitiveness, align growth and achieve success. This role will mobilize resources, solutions and teams around key stakeholders of firm relationships (internally and externally) by acting as a business consultant with expertise on strategic assessments and industry knowledge, strategic growth planning and execution (especially large enterprise firms), and business value maximization. Locations targeted that we will be adjacent to our Cetera hubs are: Dallas, TX, Des Moines, IA, St. Paul & St. Cloud, MN, San Diego, CA; El Segundo, CA.

WHAT YOU WILL DO:

External Business Partner engagement (Financial Professional-Facing)

• Through a standardized strategic planning process, assess and consult enterprise partner firms on short, medium- and long-term goals; document areas to improve, develop or adapt; score and improve level of engagement; leverage Cetera solutions and third party partners; and customize an effective communications strategy

• Use our knowledge of Cetera Wealth Management best practices and Growth360 research to identify and expand a firm’s lines of business and pursue new opportunities for greater share of wallet and new client acquisition initiativesDesign, develop and implement annual top tier enterprise firm business plans (and supporting materials where required) that establish expectations and engagement of Financial Professional relationships with Cetera stakeholders (ex: document business growth goals and clearly define succession plans)

Internal Business Partner Engagement (Cetera-facing) and Strategic Initiative Support

• Support internal growth-focused strategic initiatives that enhance our consulting solutions, specifically those focused on supporting our largest firms/enterprises (utilizing firm and individual Financial Professional relationships to ensure value delivery for each initiative). This should include developing and continuously improving our firm-based approach throughout our advisor growth journey.
• Collaborate with other internal stakeholders to support development of Cetera’s growth vision; work across teams to drive maximum value both in near-term revenue generation and long-term enterprise value
• Support Cetera channel growth teams by providing specialized advice to their leadership , both reactively and proactively .
• Support Cetera channel growth teams in specific campaigns across all channels (i.e., annual business planning).
• Act as a ‘voice of the advisor’ and advocate on their behalf when working with internal team members at Cetera, specifically focused on our largest enterprises
• Be accountable and support common firm goals
• Develop, scale, and leverage ‘best practices’ utilized by top tier firms
• Collect, prioritize and catalog current and future consulting-focused solution needs of top firms to guide Cetera business growth strategies

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