Teams at Cetera Financial Group

The Financial Institutions Management Consultant will manage strategic business planning and relationships with financial institutions, offering business consulting and wealth management expertise to drive growth and enhance client experience.

Act as a trusted partner to financial advisors and institutions by mentoring, coaching, and supporting the full sales cycle. Drive advisor growth, retention, and verified asset adoption through strategic segmentation, pipeline management, onboarding collaboration, and facilitation of subject-matter experts. Provide hands-on implementation support and resolve escalations to strengthen institutional relationships and wealth solution adoption.

Lead a Regional Growth Team to achieve sales goals, manage advisor relationships, and enhance organic growth. Oversee engagement plans and sales pipelines while collaborating with onboarding and sales teams.