Cnect

Managing Director, Referral Programs

Cnect

full-time

Posted on:

Location Type: Hybrid

Location: Dallas • California • Texas • United States

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Salary

💰 $225,000 - $265,000 per year

Job Level

Lead

About the role

  • Define and own the Referral Utility vision and strategy, including objectives, scope, and success metrics.
  • Build and implement the referral framework, integrating with existing channels and programs.
  • Partner with Growth, Marketing, and business leaders to align lead generation, referral velocity, and campaigns.
  • Develop strategies to increase referrals from CPA affiliates, professional networks, and bank partnerships.
  • Activate referral opportunities within Cetera’s retirement plan participant base.
  • Coordinate with Operations, Compliance, and Service teams to ensure smooth execution and regulatory adherence.
  • Design incentive structures and goal-setting frameworks to drive adoption and performance.
  • Track and report referral metrics through Quarterly Business Reviews; analyze performance and optimize.
  • Serve as subject matter expert on referral best practices, compliance, and scalability.
  • Drive measurable growth in qualified leads, conversion rates, and AUA/AUM inflows.
  • Oversee CRM reporting and ensure data integrity, transparency, and timely dashboards.
  • Lead and develop a high-performing team; coach advisors on referral best practices.
  • Foster a culture of accountability, collaboration, and client impact consistent with One Cetera values.
  • Champion inclusion, challenge processes, and leverage data-driven decision-making to improve efficiency.
  • Ensure risk controls, governance, and compliance throughout the referral lifecycle.
  • Allocate resources effectively and mobilize organizational capabilities to deliver the full range of Cetera solutions.

Requirements

  • 15+ years of leadership in wealth management, private banking, or broader financial services.
  • Proven success building and scaling referral or client acquisition programs in complex, multi‑channel environments.
  • Experience leveraging large networks, strategic partnerships, and cross‑business synergies to drive growth.
  • Strong executive presence; ability to influence senior stakeholders across diverse business lines.
  • Deep understanding of client segments, advisor platforms (broker‑dealer and RIA), and applicable regulatory frameworks.
  • Exceptional leadership, communication, and cross‑functional collaboration skills.
Benefits
  • 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.
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
referral frameworklead generationreferral velocityincentive structuresgoal-setting frameworksCRM reportingdata integrityperformance analysisrisk controlsgovernance
Soft Skills
leadershipcommunicationcross-functional collaborationinfluencecoachingaccountabilitycollaborationdata-driven decision-makingclient impactstrategic thinking