Cetera Financial Group · 5 months ago
Associate Growth360 Program Manager
Dallas, TX, United States
Full-time
Hybrid
Entry Level
$75K/yr - $100K/yr
1+ years expCetera Financial Group is seeking a motivated and detail-oriented Junior Program Manager to support the development and execution of a software platform for financial advisors. The role involves coordinating cross-functional teams and ensuring the timely delivery and continuous improvement of the platform to drive organic business growth.
AdviceFinancial ServicesRetailRetirementWealth Management
Responsibilities
Assist in managing the end-to-end lifecycle of the advisor growth platform, from planning to execution and post-launch optimization
Coordinate cross-functional teams to ensure alignment on goals, timelines, and deliverables
Support the development and refinement of business planning tools, data diagnostics dashboards, and best practice libraries
Monitor program performance using KPIs and user feedback to identify areas for improvement
Help maintain project documentation, timelines, and status reports
Facilitate communication between stakeholders, ensuring transparency and accountability
Participate in user research and feedback sessions to understand advisor needs and pain points
Contribute to the creation of training materials and onboarding resources for internal teams and end users
Qualification
Required
Bachelor's degree in Business, Finance, Computer Science, or a related field
1–2 years of experience in program or project management, preferably in a SaaS or fintech environment
Familiarity with Agile methodologies and project management tools (e.g., Jira, Asana, Trello)
Strong organizational and time management skills
Excellent communication and interpersonal abilities
Analytical mindset with a passion for solving problems and improving user experiences
Interest in financial services and advisor enablement is a plus
Preferred
Experience working with data analytics tools or platforms
Understanding of CRM systems and advisor workflows and automations
Exposure to user experience (UX) design principles
Benefits
Competitive performance-based bonus
Company
Cetera Financial Group
Cetera Financial Group is a privately-held, independent broker-dealer and investment adviser families.
1001-5000 employees
H1B Sponsorship
Cetera Financial Group has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (7)
2024 (3)
2023 (5)
2022 (2)
2021 (2)
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
Genstar Capital
2023-10-04Private Equity
2018-07-17Acquired
Leadership Team
Michael Durbin
Chief Executive Officer
Tom Gooley
Chief Operating Officer
Recent News
2026-01-07
2026-01-07
2025-12-27
Company data provided by crunchbase