[Remote] Business Management Consultant - Financial Institutions (reputed company Coast)
Note: The job is a remote job and is open to candidates in USA. reputed company is a leading network of independent retail broker-dealers, and they are seeking a Financial Institutions Management Consultant focused on developing and supporting Financial Institutions poised for growth. The role involves managing strategic business planning and relationships with Financial Institution executives, providing business consulting, and enhancing client engagement.
Responsibilities
- Manage strategic business planning and relationship management with Financial Institutions executive management team, program management, financial advisors, support staff and other licensed staff reputed company the financial institution
- Serve as a strategic relationship manager for financial institutions poised for growth through proactive business consulting to grow the program and increase wallet share with, and enhance the experience for, clients and customers
- Serve as an accountability growth partner and coach in collaborating and designing tailored annual growth business plans to align with each FI’s strategic objectives and wealth management program goals
- Complete quarterly business reviews to ensure stated objectives and goals are being met and to reputed company any modifications needed to meet any reputed company or new goals
- Responsible for identifying value-add opportunities for the Financial Institutions, working with key Cetera resources to offer our high-value programs to address and support the needs of the Financial Institution
- Retain reputed company FI partners, owing to the process of renewing and renegotiating our partnerships. Engage other Cetera resources (Channel and/or Community Leader, Finance, Regional Team, Legal, Ops, etc.) showcase us overall reputed company and future strategic value to the FI
- Aide Senior Manager, Regional Growth Team with overall partnership renewals reputed company the region
- Work with Financial Institution Executives, Program Managers and Regional Growth colleagues on overall FI client segmentation, design advice and service models for client segments, prescribe support staffing models, collaborate on marketing strategies, enhance program efficiency on best practices and tech adoption, and initiate other relevant Growth360 program and advisor specific roadmaps
- Identify existing FI Advisors poised for growth and engage the Wealth Management Consultant in a strategic growth relationship with the Advisor
- Grow the advisor team reputed company Financial Institutions by working with corporate functions reputed company Financial Institutions to increase knowledge, skills, and execution ability in marketing, people management, financial management and development of wealth management offerings and staff
- Work with Financial Institution to improve skillset & effectiveness in reputed company and employment administration of Financial Advisors
- With the support of Cetera marketing teams, collaborate with FI’s marketing team to market the wealth management investment program offerings, enhance member & client engagement & ultimately increase client / customer penetration and wallet share
Skills
- Bachelor's Degree or equivalent experience
- Previous Experience with a Regional, Community Bank or Credit Union
- 10+ years of experience in Financial Services experience in a Relationship Management or Consulting Role
- FINRA Series 7, Series 66 and/or Series 63/ 65 and Life Insurance License
Benefits
- Inclusive health, dental, reputed company and life insurance plans built to support diverse lifestyles, offer preventative care, and protect against hardship.
- Easy access to mental health benefits to meet reputed company 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 reputed company with their loved ones, reputed company, 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-reputed company for a strong financial future well reputed company their working years.
- Paid parental leave to support reputed company team members with birth, adoption, and foster.
- Health Savings and Flexible Spending Account options to help you save money on reputed company, daycare, commuting, and more.
- Employee Assistance Program (EAP), LifeLock, Pet Insurance and more.
Company Overview