Community Leader - RIA Network

Cetera is seeking a strategic and experienced leader for RIA Network, a community within the RIA and Branches channel and growth organization.  The successful candidate will be responsible for developing and executing a comprehensive sales and relationship management strategy to drive double-digit revenue growth. This role requires a proven leader with extensive experience in RIA or platform sales within a financial organization and ability to drive growth for independent RIA firms and advisors, both IAR-only and hybrid.
Key Responsibilities:
•    Develop and execute a comprehensive recruiting strategy.
•    Identify opportunities to deepen advisor engagement and accelerate growth through personalized and innovative sales tactics and campaigns.
•    Build and implement strategies that drive activation, retention, and growth within the RIA segment, aligned with the overall distribution strategy.
•    Collaborate with Blueprint, marketing, recruiting, channel and community leadership to identify and capitalize on growth opportunities.
•    Design programs, tools, and resources to empower RIAs to better serve their clients and enhance their businesses.
•    Partner with internal teams (e.g., Blueprint, marketing, product, and analytics) to align strategies with business goals.
•    Drive the creation of compelling, industry-relevant content that resonates with RIA audiences and reinforces the brand’s value proposition.
•    Represent the organization at key industry events, webinars, and conferences to build brand presence.
•    Use data analytics and insights to continuously refine strategies and improve ROI.
•    Develop quarterly and campaign reporting in partnership with the marketing team.
•    Partner with Growth Operations and Analytics and Advisor Productivity & Efficiency team to optimize Salesforce and Growth360 platform 
•    Monitor competitive and industry trends to inform product feedback, pricing strategy, and competitive positioning.
•    Manage the relationships of RIA Network firms by owning the end-to-end lifecycle from recruitment and onboarding through growth, and long-term retention.
•    Drive success of KPIs within the business: Newly recruited revenue and assets, Same Store Sales growth, advisory AUM growth and advisor and firm retention.
•    Build and manage the RIA Network community team as growth warrants.
•    Own revenue, profitability, and expense discipline for the RIA Network community.
•    Accountable for RIA Network’s contribution to enterprise growth targets

Qualifications:
•    Minimum of 10 years of sales or relationship management experience (preferably in the RIA industry), with at least 5 years focused on driving growth.
•    Proven track record of leading and executing successful platform sales strategies.
•    Deep understanding of the RIA ecosystem, including key trends, challenges, and opportunities.
•    Expertise in developing multi-channel sales campaigns with measurable outcomes.
•    Strong leadership and project management skills, with a collaborative mindset.
•    Self-starter, comfortable in a fast-paced environment and driving strategy and process with whitespace.
•    Executive-level communicator with the ability to influence senior stakeholders.
•    Proficiency in CRM systems and data analytics platforms.
•    ROI-driven approach to building sales strategy and growing existing relationships.
•    Proficient in Microsoft Office Suite (PowerPoint, Word, Excel), Salesforce, and other relevant tools.
 

Compensation Range:
The base annual salary range for this role is $240,000 to $290,000 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.
 

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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 plus 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.

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 one of the largest independent financial advisor networks in the nation by number of advisors, as well as 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 independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Wealth Services LLC (f/k/a Cetera Advisor Networks), Cetera Investment Services LLC (marketed as Cetera Financial Institutions, or Cetera Investors. All firms are members FINRA/SIPC.

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 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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