Cetera Financial Group · 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 is a unique opportunity to join our team to develop and execute cross-enterprise growth strategies between our network of distribution partners, broker/dealers, and financial professionals.
AdviceFinancial ServicesRetailRetirementWealth Management
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
Cetera Financial Group
Cetera Financial Group is a privately-held, independent broker-dealer and investment adviser families.
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
Genstar Capital
2023-10-04Private Equity
2018-07-17Acquired
Leadership Team
Michael Durbin
Chief Executive Officer
Dan Burkott
Chief Compliance Officer - Tax Channel
Recent News
2026-01-07
2026-01-07
2025-12-27
Company data provided by crunchbase