Accountable for leading a Regional Growth Team and its delivery of results against sales goals and organic growth value line KPIs.
Responsible for the direct management and delivery of role accountabilities through the growth team.
Responsible for driving sales through the funnel from discovery to completion and leading the Regional Growth Team in developing and ensuring the execution of regular engagement plans and the management of the sales pipelines.
Primary owner of assigned advisor relationships working with Cetera value proposition experience throughout the advisor life cycle.
Responsible for the development and deployment of Cetera-sponsored study groups for advisors.
Manage the team in fueling organic growth, engagement, advisor satisfaction, and advisor retention through key value proposition engagements and relationship management, including advisor adoption of Cetera growth tools, platforms, and solutions.
Work in collaboration with business development onboarding and sales enablement teams to ensure verified assets are realized on Cetera platform(s) within defined timeframes.
Actively identify and/or create opportunities to connect the Advisor with subject matter experts to drive product adoption of investment solutions, advice offerings, and Cetera platforms.

Senior Manager, Regional Growth

Key skills