Strategic Analysis Manager
2 weeks ago
The Strategic Analysis Manager will lead the day-to-day activities associated with insights and analytics to facilitate key strategic efforts at Cetera. These efforts include competitive analysis, segmentation, and pricing, as well as exploring complex opportunities such as new business incubation.
This is a hybrid role in one of our office locations: El Segundo, CA | San Diego, CA | Denver, CO
Dallas, TX | Des Moines, IA | St Cloud, MN | St Paul, MN | Schaumburg, IL | Atlanta, GA | Boca Raton, FL | Enfield, TX.
What you will do:
- Lead the organization's annual segmentation analysis and implementation, which includes analyzing data preparing materials and presenting to the organizations Management Committee, Channel Heads and Presidents.
- Perform competitive pricing analyses and recommend improved pricing structures where applicable to business leaders across organization.
- Frame complex internal challenges (e.g. which markets to enter or exit, which advisors to target), through research; allowing executives to make key decisions on resource allocation and path forward.
- Research market entry strategies and incubation business strategies.
- Respond to ad hoc business requests for strategic guidance and/or analysis.
- Partner with team members, leaders and other Cetera stakeholders on various projects and initiatives as they develop.
- 10-20% of Travel, depending on physical location of incumbent.
- Bachelor's degree in Business, Finance, Economics, Engineering, or a related field preferred but open to a variety of degrees or equivalent Minimum of 4 year(s) of experience in corporate environment,
- A high degree of business acumen, a strategic orientation to thinking, and the ability to see the systemic implications of decisions.
- The analytic and strategic skills necessary to take a project or initiative from the idea phase to implementation.
- Strong quantitative and Excel modeling skills.
- Ability to collaborate cross-functionally and lead through influence.
- Solid leadership skills, with an ability to lead internal and external resources.
- Ability to be nimble and respond effectively to rapidly growing organizational requirements.
- Strong interpersonal skills with an ability to build relationships and engage productively with all levels of the organization.
- Ability to prioritize multiple projects and responsibilities.
- Comfort with ambiguity, the ability to work both independently and as a member of cross-functional teams in a fast-paced, demanding business environment.
- Working knowledge of financial services industry or management consulting preferred.
The base annual salary range for this role is $110,000 to $130,000, plus a competitive performance-based bonus. 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
About Us
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, and 2 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 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
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 made without regard to race, color, ancestry, national origin, citizenship, age, physical and/or mental disability, medical condition, pregnancy, genetic characteristics, religion, religious dress and/or grooming, gender, gender identity, gender expression, sexual orientation, marital status, U.S. military status, political affiliation, or any other class protected by state and/or federal law.
Agencies please note: this recruitment assignment is being managed directly by Cetera's Talent Acquisition team. We will reach out to our preferred agency partners in the rare instance we require additional talent options. Your respect for this process is appreciated.
Please review our Workforce Privacy Policy for further details on what information we collect and the purposes for collection.
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