Cnect

Senior Manager, Regional Growth Team

Cnect

full-time

Posted on:

Location Type: Remote

Location: California • Oregon • United States

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Salary

💰 $115,000 - $125,000 per year

Job Level

Senior

About the role

  • Accountable for leading a Regional Growth Team and its delivery of results against sales goals and organic growth value line KPIs.
  • Primary owner of advisor relationships.
  • Responsible for driving sales through the funnel from discovery to completion.
  • Leading the Regional Growth Team in developing and ensuring the execution of regular engagement plans and the management of the sales pipelines.
  • Responsible for the development and deployment of Cetera-sponsored study groups for advisors.
  • Manage the team in fueling organic growth, engagement, advisor satisfaction, and advisor retention through key value proposition engagements and relationship management.
  • Work in collaboration with business development onboarding and sales enablement teams to ensure verified assets are realized on Cetera platform(s) within defined timeframes.
  • Actively identify and/or create opportunities to connect the Advisor with subject matter experts to drive product adoption of investment solutions, advice offerings, and Cetera platforms.

Requirements

  • Bachelor’s Degree
  • Minimum 8 years of Relationship & Sales Experience
  • Series 7, 66 (or 63 & 65) and /or 24 FINRA Licenses
  • Minimum 3 years of managing a regional team
  • Strong industry knowledge (preferably independent broker-dealer channel).
  • Proven sales background, field (not just desk) experience.
  • Executive presence ("gravitas"), ability to interact with major business owners.
  • Strong management and leadership capacity, not just sales acumen.
  • Coach, strategize, approve PTO, set direction, motivate and inspire direct reports.
  • Must be comfortable both presenting to individuals and large audiences (up to 300+ people).
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
sales managementrelationship managementsales pipeline managementadvisor engagementproduct adoptioninvestment solutionsadvice offerings
Soft Skills
leadershipcoachingstrategizingmotivatingpresentingexecutive presenceinterpersonal communication
Certifications
Bachelor’s DegreeSeries 7 LicenseSeries 66 LicenseSeries 63 LicenseSeries 65 LicenseSeries 24 License