Business Management Consultant
Cnect
full-time
Posted on:
Location Type: Hybrid
Location: Dallas • Texas • United States
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Salary
💰 $131,000 - $170,000 per year
About the role
- Guide RIA firms through strategic planning, goal setting, business expansion, and succession planning.
- Provide consultation on industry best practices, growth strategies, and mergers & acquisitions to maximize enterprise value.
- Advise on business valuation, long‑term incentive plans, and cash‑flow projections for RIA enterprises.
- Use Cetera’s Growth360 data and RIA industry benchmarks to identify performance gaps, quantify opportunities, and shape strategic action plans.
- Help firms define their Ideal Client Persona (ICP), Client Value Proposition (CVP), and overall Ideal Client Journey to improve retention and service delivery.
- Lead engagements focused on operational efficiency, human‑capital strategies, compensation structures, leadership development, and talent succession.
- Serve as the primary consultant to RIA firms on recruiting strategy, talent acquisition models, and practice expansion tactics.
- Coach firm principals on articulating their value proposition to attract high-quality advisor talent.
- Support RIA recruiting initiatives, including business development conversations, prospect evaluations, and positioning the RIA model to growth‑oriented advisors.
- Educate firms on recruiting best practices and effective use of Cetera’s recruiting resources, Business Development Officers, and internal support teams.
- Promote and articulate the Cetera RIA Network value proposition to both prospects and existing firms.
- Manage and execute recruiting strategy for the RIA segment to sustain scalable growth and competitive advantage.
- Build and maintain strong relationships with both prospective and existing RIA firms.
- Serve as a subject matter expert on Cetera’s RIA platform, solutions, and support models.
- Partner with internal stakeholders across channel leadership, sales, business development, and product teams.
- Support high‑impact presentations, executive-level discussions, and strategic initiatives across the organization.
Requirements
- Bachelor’s degree required.
- Minimum 7 years of experience in financial services, including:
- 5+ years in consulting, practice management, recruiting, or business development within the RIA or independent advisor space.
- Experience supporting RIAs, independent advisors, or wealth management firms.
- FINRA licenses (e.g. Series 7, 66, SIE 24) preferred
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
business valuationlong-term incentive planscash-flow projectionsstrategic planninggoal settingmergers & acquisitionsoperational efficiencytalent acquisitionrecruiting strategypractice management
Soft Skills
leadership developmentrelationship buildingcoachingconsultationcommunicationstrategic thinkingproblem solvingclient serviceteam collaborationpresentation skills
Certifications
Bachelor’s degreeFINRA Series 7FINRA Series 66FINRA SIEFINRA Series 24