Channel shared services engagement leader

The Channel Shared Services Engagement Leader serves as a strategic partner to the Financial Institution Channel Leader and Senior Leadership Team, driving alignment, execution of growth priorities, and coordination across Shared Services, Sales Enablement, Strategy & Solutions, and Operations. Enhances client engagement and communication while ensuring disciplined delivery of programs, initiatives, and events.

Leads Channel Council governance, including charter updates, agenda development, and follow-through on priorities, and supports collaboration across regions. Owns coordination of key programs (e.g., NNA Bonus, succession planning, training, and events) and champions a seamless onboarding and transition experience for new advisors and FI programs through cross-functional partnership.

Responsibilities:

Engagement & Communications

• Partner with Senior Leadership, Chief of Staff, and Marketing/Communications to design and execute a cohesive communication strategy aligned to FI channel priorities.
• Manage and prioritize distribution of channel communications to ensure clarity, sequencing, and impact.
• Support development and delivery of targeted content, messaging, and engagement plans to drive advisor adoption of programs, tools, and initiatives.

Shared Services Delivery & Partnerships

• Lead coordination and service delivery across Shared Services, Sales Enablement, Strategy & Solutions, and Operations, ensuring clear ownership, timelines, and accountability.
• Act as liaison between Channel/Community Leadership and enterprise partners to drive alignment and resolve issues.
• Establish governance, escalation, and operating cadences to ensure service excellence and consistent execution.
• Support cross-functional initiatives and process improvements, tracking progress and ensuring delivery against milestones.
• Drive transition governance across Recruiting, Growth Operations, Transitions, and Operations to ensure readiness, accountability, and seamless execution.

Events, Meetings & Community Forums

• Partner with leadership and Events/Marketing teams to plan and execute messaging, content, and agendas for key events and meetings.
• Lead execution of study groups, advisor boards, and community forums, ensuring effective planning, delivery, and follow-through.
• Manage Channel Council governance, including charters, agendas, and execution of priorities and action items.
• Build and scale the regional study group framework, including cadence, participation, content, and outcomes.

Execution & Resource Management

• Partner with Channel Leadership to prioritize initiatives, align resources, and manage competing priorities.
• Support strategic planning by coordinating inputs, surfacing insights, and driving execution against key objectives.
• Lead continuous improvement of onboarding and transition processes, identifying gaps and coordinating cross-functional enhancements.
• Oversee administration of key programs (e.g., NNA Bonus, succession planning), ensuring governance, coordination, and timely execution.
• Coordinate leadership engagement across regions and ensure appropriate follow-through on initiatives.

Required Qualifications:

• Bachelor's degree or equivalent experience
• 15+ years in relationship and/or sales management experience
• Demonstrated ability to translate business priorities into actionable plans, drive alignment, and execute across multiple teams and initiatives.
• Strong stakeholder management skills across functions such as Operations, Marketing, Sales Enablement, and Strategy.
• Experience developing and tracking KPIs, scorecards, and performance metrics to assess business outcomes and drive continuous improvement.

Preferred Qualifications:

• FINRA licenses (e.g. Series 7, 66, SIE) preferred
• Strong understanding of financial advisor ecosystems, broker-dealer environments, or FI channel dynamics.
• Experience supporting advisor engagement, growth initiatives, and field adoption of programs/tools.

Travel Requirements:

Travel up to 30% based on strategic engagements with program leadership, advisors, councils, study groups, Cetera events, Industry conferences, and leadership meetings.

#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 plus days of paid time off (PTO), paid holidays, and 2 paid wellness days 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 (https://cetera.com/)® ("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 one of the largest independent financial advisor networks in the nation by number of advisors, as well as 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 (https://www.cetera.com/about-us)" refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC (https://www.ceteraadvisornetworks.com/welcome), Cetera Wealth Services LLC (https://www.ceteraadvisornetworks.com/welcome) (f/k/a Cetera Advisor Networks), Cetera Investment Services LLC (marketed as Cetera Financial Institutions, (https://www.cetera.com/firms/cetera-financial-institutions) or Cetera Investors (https://www.cetera.com/firms/cetera-financial-specialists)). All firms are members FINRA/SIPC.

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 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.

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