Leads a regional growth team responsible for sales performance, organic growth, advisor relationships, engagement plans, pipeline management, retention, and adoption of investment solutions and company platforms. Manages team performance, develops advisor study groups, coordinates onboarding and sales enablement, and connects advisors with subject matter experts. The remote role requires Southeast regional residency, up to 50% travel, significant sales and relationship experience, team management, and applicable FINRA licenses.
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. This is a remote role, and candidates must be located in the Southeast Region (FL, GA, AL, LA, AR, MS). Our primary focus for location preferred would be FL, GA, LA or AL but will consider all qualifying candidates within the required region. High concentration areas of travel will be New Orleans, LA, Birmingham, AL, Atlanta, GA, and South Florida
What You Will Do
- People Management
- Responsible for the direct management and delivery of role accountabilities through the growth team.
- Responsible for driving sales through the funnel from discovery to completion and leading the Regional Growth Team in developing and ensuring the execution of regular engagement plans and the management of the sales pipelines.
- Organic Growth & Advisor Engagement
- Primary owner of assigned advisor relationships working with Cetera value proposition experience throughout the advisor life cycle
- 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, including advisor adoption of Cetera growth tools, platforms, and solutions.
- 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.
What You Need To Have
- 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
What Are Nice To Have
- 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).
- Change and business planning consulting for advisors (efficiency, AUM/AUA/GDC growth, practice management).
Travel REQUIREMENTS
- Up to 50%
Compensation
The base annual salary range for this role is $115,000 to $125,000 and a generous incentive compensation package. 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-Remote
Similar Jobs
Machine Learning • Payments • Security • Software • Financial Services
Leads strategy, roadmap, prioritization, development, and financial performance for business technology products supporting Vendor Finance. Coordinates technology, business, risk, compliance, and vendor stakeholders; manages product initiatives, timelines, budgets, customer experience, and regulatory requirements. Evaluates product opportunities, drives innovation using emerging technologies including AI, and leads product development teams, including staffing, performance management, and talent development.
Top Skills:
Agile MethodologyArtificial IntelligenceSoftware Development Life Cycle
Machine Learning • Payments • Security • Software • Financial Services
Leads enterprise software architecture and development across multiple product lines, establishes design standards, reviews solutions, troubleshoots complex issues, and provides technical guidance across teams. Supports modernization of on-premise systems and migration to Azure cloud. Partners with engineering and executive leaders on technology strategy, security adaptability, automation, and solution design using agile methods.
Top Skills:
AgileAzureC#DelphiDevOpsDistributed SystemsJavaJavaScriptTypescript
Digital Media • Information Technology • News + Entertainment
Develops territories and acquires mid-market and enterprise customers for Comcast Business managed solutions. Generates leads, builds strategic partnerships, delivers sales presentations, negotiates contracts, and manages customer relationships to drive retention and revenue. Maintains sales records and collaborates with internal teams to meet service expectations. Requires knowledge of networking, SD-WAN, network security, VoIP, data networking, cybersecurity, and related technologies.
Top Skills:
Customer Premise EquipmentCybersecurityEthernetInternet TechnologiesLanManManaged Security ServicesNetwork SecurityNetworking ProtocolsSd-WanVoipVpnWanWdm
What you need to know about the Austin Tech Scene
Austin has a diverse and thriving tech ecosystem thanks to home-grown companies like Dell and major campuses for IBM, AMD and Apple. The state’s flagship university, the University of Texas at Austin, is known for its engineering school, and the city is known for its annual South by Southwest tech and media conference. Austin’s tech scene spans many verticals, but it’s particularly known for hardware, including semiconductors, as well as AI, biotechnology and cloud computing. And its food and music scene, low taxes and favorable climate has made the city a destination for tech workers from across the country.
Key Facts About Austin Tech
- Number of Tech Workers: 180,500; 13.7% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Dell, IBM, AMD, Apple, Alphabet
- Key Industries: Artificial intelligence, hardware, cloud computing, software, healthtech
- Funding Landscape: $4.5 billion in VC funding in 2024 (Pitchbook)
- Notable Investors: Live Oak Ventures, Austin Ventures, Hinge Capital, Gigafund, KdT Ventures, Next Coast Ventures, Silverton Partners
- Research Centers and Universities: University of Texas, Southwestern University, Texas State University, Center for Complex Quantum Systems, Oden Institute for Computational Engineering and Sciences, Texas Advanced Computing Center
