Community Leader

Cnect

Community Leader for Cetera Investors driving revenue growth and expanding assets under management. Overseeing Regional Growth Teams and ensuring success of financial advisor retention.

Posted 4/22/2026full-timeDallas • Texas • 🇺🇸 United StatesSenior💰 $240,000 - $290,000 per yearWebsite

About the role

Key responsibilities & impact

Drive revenue growth and increase assets under management across the organization
Collaborate with Marketing and Advisor Recruiting teams
Provide strategic guidance support to multiple Regional Growth Teams
Ensure measurable improvement in advisor experience, productivity, and satisfaction
Drive productivity and growth at the national, regional and branch levels
Create and execute a people strategy
Ensure compliance with sales procedures and regulations
Build and maintain strong relationships with internal stakeholders and strategic partners
Own the real estate optimization strategy
Lead organizational change initiatives
Track and analyze key performance indicators (KPIs) to measure effectiveness of sales and coaching strategies

Requirements

What you’ll need

10+ years of experience in sales leadership roles within the Financial Services Industry (Broker-Dealer)
Demonstrated experience recruiting and leading highly productive and diverse teams
Experience leading large, geographically dispersed organizations
Strong analytical orientation with ability to translate data into actionable insights
Proven ability to develop and execute strategic sales plans
Deep understanding of financial markets, products, platforms and regulations
Exceptional interpersonal skills
Excellent communication skills
FINRA Licensing Requirements: Series 7 & 24, 63, 65 or 66. Insurance license.

Benefits

Comp & perks

Competitive performance-based bonus

ATS Keywords

✓ Tailor your resume

Applicant Tracking System Keywords

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

Hard Skills & Tools

sales leadershipstrategic sales plansdata analysisperformance indicatorsreal estate optimizationcompliancefinancial productsfinancial regulationscoaching strategiesadvisor experience

Soft Skills

interpersonal skillscommunication skillsstrategic guidanceteam leadershiprelationship buildingorganizational changecollaborationanalytical orientationproductivity improvementdiversity leadership

Certifications

FINRA Series 7FINRA Series 24FINRA Series 63FINRA Series 65FINRA Series 66Insurance license