- Implement systemic approach to improve organization performance by creating infrastructure and measurement for sales and planning employees that align with KPI's of organization.
- Support executive communication and business insight development
- Work with ABC Head, Leadership, and Channel to optimize targeted distribution decision support and segmentation for Go-to-Market Strategy and execution
- Equip the sales team with necessary proposal tools, advisor business insights and data analytics tools, Growth 360 roadmap and journey development
- Implement standard operating procedure for campaign and go-to-market success including but not limited to: training, scripting, content, targeting, and measurement
- Utilize growth and analytics data to inform sales strategies, decisions, and sales/planning team members to help identify trends, forecast demand, and optimize sales process.
- Drive continuous improvement and change management informed by data-driven insights.
- Optimize Salesforce for sales facing opportunity and Pipeline Management
- Establish and manage strong working relationships with cross functional partners including Finance; Growth & Analytics; Sales, Marketing and Channel Leadership (Community Presidents)
- Develop and deliver executive and board level presentations.
- Create content and attend workshops, forums, roadshows and conferences
- Bachelor's Degree
- 10+ years of experience in business development, strategic relationships, or marketing
- Strong analytical and critical thinking skills, with the ability to translate complex data into actionable insights.
- Strong communication and presentation skills, with the ability to influence stakeholders at all levels.
- Exceptional leadership and team management abilities, with a demonstrated ability to develop and lead a team to achieve results.
- Strategic mindset with a focus on innovation and continuous improvement.
- Ability to thrive in a fast-paced, dynamic environment and manage multiple priorities effectively.
- Experience in and deep knowledge of the wealth management industry (retail and institutional).
- 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
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Director, Advisory Sales Enablement - El Segundo, United States - Cetera Financial Group
Description
Job DescriptionThe Director of Advisory Sales Enablement works with the Head of Advisory Sales and Business Consulting (ABC), ABC Leadership, and cross functional partners to operationalize best in class sales practices, sales tools and technology, performance management infrastructure, go-to-market execution excellence, decision support, and go-to-market strategy.
What you will do:
What you will have:
The base annual salary range for this role is $210,000 to $230,000, 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:
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.
