Job Description
At Cetera, we strive for continuous improvement and evolution towards excellence. To achieve this, we require the right individuals who can support and ensure our success. Our corporate team is the backbone of our operations, providing support in various areas such as legal, finance, and HR. We offer diverse business opportunities that are constantly evolving, providing meaningful prospects for growth to everyone. If you are proactive, adaptable to change, and thrive in a fast-paced and dynamic environment, the possibilities for advancement and success are limitless. We are currently seeking to add a Manager Director to our Workplace Solutions team.
The Managing Director, Workplace Solutions will be responsible for execution and management of the wealth bridge strategy; which includes designing, implementing, and managing a comprehensive suite of workplace solutions, along with building and managing the requisite support and enablement teams, that give Cetera financial professionals confidence in their retirement offerings and enable financial security for retirement plan participants.
What you will do:

• Scope, design, build and manage the workplace wealth bridge solution set in partnership with the Solutions Development team. This workplace solution set should provide a 'marketplace' for participant financial security with access to potential services ranging from self-service financial wellness education, to holistic financial advice or asset management.
• Continually respond to advisor and market needs by effectively translating Advisor and client focus group feedback into most effectively tactical implementation of the overall strategy. Identify areas where pivoting is needed and quickly and effectively implement those changes while ensuring our strategic priorities are always being met.
• Hire, lead and manage the workplace solutions team which includes wealth bridge specialists, sales operations, and lead generation to support the 'wealth bridge.'
• Develop and implement wealth bridge marketing strategy to engage 401(k) participants, in partnership with the marketing team, and utilizing digital marketing resources, to drive plan participant engagement of overall workplace solutions. With a target to engage a substantial portion of the current 850K participants our advisors currently serve.
• Business ownership of advisor, plan sponsor, and participant user experience in partnership with our Cetera Digital experience teams. Inclusive of defining initial scope and requirements, negotiating with vendors, representing the needs of the business, and ongoing business management in responding to the needs of advisors, small business owners (plan sponsors), plan participants, and non-participating employees.
• Responsible for all key metrics and indicators tied to successful launch and ongoing implementation of workplace initiative.
• Ensure full transparency and open communication with all key stakeholders throughout initiative development and implementation efforts while keeping executive stakeholders apprised of value and implications of each phase of development.

What you will have:

• Bachelor's degree in business, economics or a related field or equivalent.
• Minimum of 15 years in financial services
• Minimum of 10 years of executive experience building, managing, and operating a business unit.
• Minimum of 5 years leading retirement plan and/or participant worksite/workplace engagement strategy.
• Deep understanding of the current 401(k) participant engagement landscape.
• Intimate knowledge of retirement plan enterprise level plan and participant data.
• Proven ability to engage and successfully negotiate with SAAS providers and other potential vendors with a particular interest and expertise in 401k industry specific SAAS providers.
• Deep understanding of financial services industry with particular interest and understanding of advisor intermediated wealth management industry preferred.
• Demonstrated leadership skills, with an ability to lead internal and external resources.
• Strong interpersonal skills with an ability to build relationships and engage productively with all levels of the organization.
• Demonstrated strategic planning skills.

Travel Requirements: Up to 50%
Compensation:
The base annual salary range for this role is $225,000 - $250,000, plus a competitive performance-based bonus. Base annual salary depends on a wide array of factors, including but not limited to skill set, years and depth of experience, certifications, and location. Base annual salary may also differ significantly due to geography and cost of labor considerations.
#LI-Hybrid- Fully OR partially remote
About Us
What we give you in return:

Not many teams can say that they support people's dreams coming to life... We happen to do that every day. And as important as we know your career is, we recognize that there's a whole lot more to life. To ensure that our Employees can make the most of their time outside of working hours, we offer a competitive salary and for full-time roles, a benefits package including:

• 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 days of paid volunteer time off (VTO) 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

About Cetera Financial Group:
Cetera Financial Group® ("Cetera") is a leading network of independent retail broker-dealers empowering the delivery of objective financial advice to individuals, families and company retirement plans across the country through trusted financial advisors and financial institutions. Cetera is an independent financial advisor network and a leading provider of retail services to the investment programs of banks and credit unions.

Through its multiple distinct firms, Cetera offers independent and institutions-based advisors the benefits of a large, established broker-dealer and registered investment adviser, while serving advisors and institutions in a way that is customized to their needs and aspirations. Advisor support resources offered through Cetera include award-winning wealth management and advisory platforms, comprehensive broker-dealer and registered investment adviser services, practice management support and innovative technology.

"Cetera Financial Group" refers to the network of retail independent broker-dealers encompassing, among others, Cetera Advisors, Cetera Advisor Networks, Cetera Financial Institutions, Cetera Financial Specialists, and First Allied Securities.

Cetera Financial Group is committed to providing an equal employment opportunity for all applicants and employees. For us, this is the only acceptable way to do business. Accordingly, all employment decisions at the Cetera Financial Group, including those relating to hiring, promotion, transfers, benefits, compensation, and placement, will be made without regard to race, color, ancestry, national origin, citizenship, age, physical and/or mental disability, medical condition, pregnancy, genetic characteristics, religion, religious dress and/or grooming, gender, gender identity, gender expression, sexual orientation, marital status, U.S. military status, political affiliation, or any other class protected by state and/or federal law.

Agencies please note : this recruitment assignment is being managed directly by Cetera's Talent Acquisition team. We will reach out to our preferred agency partners in the rare instance we require additional talent options. Your respect for this process is appreciated.

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