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Cetera Financial Group · 1 month ago

Transitions Partner

Dallas, TX, United States

Full-time

Hybrid

Senior Level

$56K/yr - $100K/yr

5+ years exp

Cetera Financial Group is a financial services company seeking a Transitions Partner to facilitate the transition of high-value advisors to their platform. The role involves managing relationships and customizing transition plans, ensuring a seamless experience for clients during the transition process.

AdviceFinancial ServicesRetailRetirementWealth Management

Responsibilities

Establish and maintain meaningful working relationships with financial advisors and their staff

Customize transition plans based on advisor, staff, office operations, culture

Drive pull-through of assets to convert onto the CWS/NFS platform that align with business objectives, subject to change on a quarterly basis

Efficiently manage multiple projects at various stages

Develop weekly progress reporting personalized to individual advisor effectiveness

Product mapping including quality replacements for non-transferable assets

Resolve escalated issues and ensure operational procedures are properly maintained and followed

Able to work independently and as part of a team on moderately complex and complex issues and projects

Qualification

SalesMarketingCustomer ServiceProject ManagementFINRA Licenses 7 & 63Critical ThinkingSpeakingCoordinationOral ComprehensionWritten ComprehensionSpeech ClarityActive ListeningPersuasion

Required

BA or BS in Business or related field

5+ years of experience in sales and operational roles with demonstrated success in achieving goals

Ability to articulate feedback in a way that others can comprehend

Experience partnering with leadership on various campaigns

Exceptional presentation skills and demonstrated leadership characteristics

Results-oriented and proactive with the ability to balance multiple high-priority initiatives/projects concurrently

Sales and Marketing — Knowledge of principles and methods for showing, promoting, and selling products or services. This includes marketing strategy and tactics, product demonstration, sales techniques, and sales control systems

Customer and Personal Service — Knowledge of principles and processes for providing customer and personal services. This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction

English Language — Knowledge of the structure and content of the English language including the meaning and spelling of words, rules of composition, and grammar

Administration and Management — Knowledge of business and management principles involved in strategic planning, resource allocation, human resources modeling, leadership technique, production methods, and coordination of people and resources

Education and Training — Knowledge of principles and methods for curriculum and training design, teaching and instruction for individuals and groups, and the measurement of training effects

Persuasion — Persuading others to change their minds or behavior

Active Listening — Giving full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate, and not interrupting at inappropriate times

Speaking — Talking to others to convey information effectively

Coordination — Adjusting actions in relation to others' actions

Critical Thinking — Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, or approaches to problems

Oral Comprehension — The ability to listen to and understand information and ideas presented through spoken words and sentences

Oral Expression — The ability to communicate information and ideas in speaking so others will understand

Written Comprehension — The ability to read and understand information and ideas presented in writing

Deductive Reasoning — The ability to apply general rules to specific problems to produce answers that make sense

Speech Clarity — The ability to speak clearly so others can understand you