Job Description
Cetera Financial Institutions is seeking a Financial Institutions Management Consultant (FIMC) focused on developing and supporting Financial Institutions (FIs) poised for growth working closely with other members of the Regional Growth Team (RGT), Channel, and key Cetera resources to ensure delivery of strategic value, growth, business consulting and wealth management expertise and guidance. This person will manage strategic business planning and relationships with Financial Institution executive management team, program management, financial advisors, support staff and other licensed staff within the financial institution. This position offers working remotely while supporting the West Coast region (CA, WA, OR, ID and HI) with up to 50% travel. Candidates must live within the territory and be available to work within Pacific and Mountain Time zones What will you do: • Manage strategic business planning and relationship management with Financial Institutions executive management team, program management, financial advisors, support staff and other licensed staff within the financial institution. • Serve as a strategic relationship manager for financial institutions poised for growth through proactive business consulting to grow the program and increase wallet share with, and enhance the experience for, clients and customers. • Serve as an accountability growth partner and coach in collaborating and designing tailored annual growth business plans to align with each FI’s strategic objectives and wealth management program goals. • Complete quarterly business reviews to ensure stated objectives and goals are being met and to ascertain any modifications needed to meet any current or new goals. • Responsible for identifying value-add opportunities for the Financial Institutions, working with key Cetera resources to offer our high-value programs to address and support the needs of the Financial Institution. • Retain current FI partners, owing to the process of renewing an
