Relationship Manager

1 week ago

Schaumburg, Illinois, United States Cetera Financial Group Full time

At Cetera, we embrace a competitive market with tenacity and sincerity, and our sales team embodies this through various channels within our organization.

They strive to exceed expectations by forging meaningful connections with financial professionals and their clients, understanding their needs, and providing them with top-notch strategies and solutions to enhance their business.

As a member of our Retirement sales team, you will make a difference and leave a lasting impact on the industry.

We are currently seeking to add a Relationship Manager to our growing team.

What you will do:

  • Execute and personalize CFG strategies for Advisors within scope of responsibility, leveraging key business intelligence to inform approach
  • Ensure Advisors are leveraging Cetera value proposition to drive customer engagement and grow their business organically
  • Act as liaison to corporate centers representing voice of the customer to help drive high value changes in the broader organization, traveling within their region as necessary
  • Surface 'œVOC'
- content for our conference and training engagements

  • Own key communications with advisor, business/owner growth strategy and individual strategic plan development
  • Influence product and training development
  • Support core revenue in reduction of GDC attrition and SS Sales growth

What you will have:

  • 5+ years of Sales experience in the financial services industry
  • 5+ years of experience working with Salesforce
  • Proven track record of success in relationship building with financial advisors
  • Ability to work independently, from a home office
  • Series 7

Compensation:

The base annual salary range for this role is $112,000 plus a competitive incentive compensation.

Base annual salary depends on a wide array of factors, including but not limited to skill set, years and depth of experience, certifications, and location.

Base annual salary may also differ significantly due to geography and cost of labor considerations.

#LI-Hybrid

What we give you in return:

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, 1 paid wellness day and 1 days of paid volunteer time off (VTO) 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 planahead 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

About Cetera Financial Group:


Cetera Financial Group ("Cetera") is a leading network of independent retail broker-dealers empowering the delivery of objective financial advice to individuals, families and company retirement plans across the country through trusted financial advisors and financial institutions.

Cetera is an independent financial advisor network and a leading provider of retail services to the investment programs of banks and credit unions.


Through its multiple distinct firms, Cetera offers independent and institutions-based advisors the benefits of a large, established broker-dealer and registered investment adviser, while serving advisors and institutions in a way that is customized to their needs and aspirations.

Advisor support resources offered through Cetera include award-winning wealth management and advisory platforms, comprehensive broker-dealer and registered investment adviser services, practice management support and innovative technology.

" Cetera Financial Group " refers to the network of retail independent broker-dealers encompassing, among others, Cetera Advisors, Cetera Advisor Networks, Cetera Financial Institutions, Cetera Financial Specialists, and First Allied Securities.

  • Cetera Financial Group is committed to providing an equal employment opportunity for all applicants and employees. For us, this is the only acceptable way to do business. Accordingly, all employment decisions at the Cetera Financial Group, including those relating to hiring, promotion, transfers, benefits, compensation, and placement, will be

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