Senior Manager, Regional Growth

This is a fully remote position, open to applicants in Alabama, +3 more states.

📋 Description

• Lead a Regional Growth Team to achieve sales targets and organic growth value line KPIs.

• Oversee team responsibilities and ensure successful delivery.

• Propel sales through the entire funnel, from initial discovery to final completion.

• Direct the creation and implementation of engagement plans.

• Manage and optimize sales pipelines.

• Maintain ownership of assigned advisor relationships throughout their lifecycle.

• Develop and implement Cetera-sponsored study groups for advisors.

• Drive organic growth, enhance engagement, boost advisor satisfaction, and improve advisor retention.

• Encourage advisor utilization of Cetera's growth tools, platforms, and solutions.

• Collaborate with business development onboarding and sales enablement teams to ensure verified assets are utilized on Cetera platforms within set timeframes.

• Connect advisors with subject matter experts to promote the adoption of investment solutions, advice offerings, and Cetera platforms.

• Coach, strategize, approve PTO, set direction, and inspire direct reports.

⛳️ Requirements

• Bachelor's Degree.

• At least 8 years of experience in Relationship Management & Sales.

• Possession of Series 7, 66 (or 63 & 65), and/or 24 FINRA Licenses.

• Minimum of 3 years in a management role overseeing a regional team.

• Strong knowledge of the industry, preferably within the independent broker-dealer channel.

• Demonstrated sales success with field experience, not solely desk-based.

• Possess executive presence ("gravitas") and ability to engage with major business owners.

• Strong leadership and management skills beyond just sales expertise.

• Comfortable delivering presentations to both individuals and large audiences (up to 300 people).

• Experience in change management and business planning consulting for advisors (efficiency, AUM/AUA/GDC growth, practice management).

• Candidates must reside in the Southeast Region (FL, GA, AL, LA, AR, MS).

🏝️ Benefits

• Competitive incentive compensation package.

• Flexible remote work arrangement.

• Up to 50% travel required.