Cetera Financial Group · 23 hours ago
Director, Business Intelligence
El Segundo, CA
Full-time
Onsite
Senior Level, Lead/Staff
$164K/yr - $265K/yr
10+ years expCetera Financial Group is a leading network of independent retail broker-dealers empowering the delivery of objective financial advice. They are seeking a visionary Director, Business Intelligence to lead the analytics function, enhancing decision-making and driving business value through impactful insights and collaborative efforts with various teams.
AdviceFinancial ServicesRetailRetirementWealth Management
Responsibilities
Collaboratively with the Data Repository leader (a peer), and business embedded traditional analytics teams:
Define and execute the traditional analytics vision and roadmap to support strategic and operational priorities
Define and deploy an agile and consistent firmwide operating model for business intelligence, dashboarding, and self-service reporting that includes intake, development, deployment and usage monitoring
Mentor analytics talent; grow a robust, diverse team with clear development and succession plans
Engage senior leadership and board stakeholders; drive cultural change to embed insights in decision-making
Track KPIs: adoption rates, revenue uplift, cost savings, retention, and data quality improvements
Participate in M&A, regulatory forums, and other strategic initiatives
Serve as a trusted advisor to executives, translating complex insights into clear, actionable narratives
Qualification
Required
10+ years in analytics, with at least 5 years leading teams
Strong knowledge of analytics methodologies, including business intelligence, data visualization, and statistical analysis
Experience leading analytics organizations in both traditional BI and advanced data science
Proven ability to connect analytics to tangible business outcomes
Expertise in BI tools (Power BI, Tableau) and cloud‑based environments
Strong communication skills—able to simplify complexity for senior stakeholders
Preferred
Financial Services experience will be preferred
Benefits
Inclusive health, dental, vision and life insurance plans built to support diverse lifestyles, offer preventative care, and protect against hardship.
Easy access to mental health benefits to meet our team members and their families where they are.
20+ days of paid time off (PTO), paid holidays, and 2 paid wellness days to give our employees the time they need to stay close with their loved ones, recharge, 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-ahead for a strong financial future well beyond their working years.
Paid parental leave to support all team members with birth, adoption, and foster.
Health Savings and Flexible Spending Account options to help you save money on healthcare, daycare, commuting, and more.
Employee Assistance Program (EAP), LifeLock, Pet Insurance and more.
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
2025-12-27
2025-12-16
Company data provided by crunchbase