Oracle Cloud ERP · 2 months ago
Strategic Relationships Principal
Dallas, TX, United States
Full-time
Hybrid
Senior Level, Lead/Staff
$113K/yr - $181K/yr
7+ years expCetera Financial Group is currently seeking a Principal, Strategic Relationships. This role involves developing and executing cross-enterprise growth strategies between distribution partners, broker/dealers, and financial professionals, focusing on driving sales and asset growth.
Information Technology & Services
Responsibilities
Support the primary liaisons managing Cetera Financial Group’s relationships with strategic distribution partners representing various product lines
Identify, recommend, and execute opportunities between all Cetera Financial Group business units, Broker Dealers, and strategic partners to drive sales and asset growth
Source and prepare analysis on industry and product trends that impact strategic partner opportunities and risks
Contribute to cross-enterprise initiatives to drive operational efficiencies for strategic partners
Qualification
Required
Product knowledge and subject matter experience in core product offerings; keen understanding of product design and economics
At least 3 years of experience managing external distributor or vendor relationships
Minimum of 7 years of experience in the financial services profession
Strong interpersonal, communications, and relationship-building skills
Highly organized and responsive
A growth-oriented, results-driven mindset
A collaborative approach that fosters enduring and effective relationships
Highly developed communication skills
A sharp attention to detail
Preferred
Marketing savvy, including proven communication and presentation skills, campaign design, and digital content management
Data analytics proficiency; an aptitude for using quantifiable metrics to define opportunities and measure results
Project management acumen from ideation to execution; ability to manage numerous, multi-faceted business initiatives and stay highly focused, organized, and attention to detail
Distribution, sales, and/or product management experience
Benefits
Competitive performance-based bonus
Company
Oracle Cloud ERP
Oracle Cloud ERP is a software as a service, SaaS, solution for businesses to control and manage multiple facets of their business.
10001+ employees
Funding
Current Stage
Late StageCompany data provided by crunchbase