Job Description

The Advisory Sales Operations & Analytics Manager will join the recently created Advisory Sales Strategy & Implementation team within the Advisory Experience department that serves as a primary driver of organic growth at Cetera Financial Group. This role requires a generalist skillset and growth mindset. It will focus on building and optimizing sales processes, reporting, and analytics to enable data-informed decisions and drive revenue growth. You will work closely with executive leadership and cross-functional teams to ensure accurate data, efficient processes, and actionable insights that influence strategic decisions.

The ideal candidate is comfortable working through ambiguity, thrives in a dynamic environment, and can translate complex data into clear, actionable recommendations. There will be opportunities for participation in a variety of projects, and the role is likely to evolve and grow as the team matures. The Advisory Sales Operations & Analytics Manager will both advise leadership and serve a key role in executing a comprehensive sales enablement strategy aimed at operationalizing best-in-class sales practices, sales tools and technology, performance management infrastructure, go-to-market (GTM) execution excellence, decision support, and GTM strategy. In this role, there will be significant energy spent on cross-functional collaboration, change management projects, sales activity analysis and recommendations, and process improvement.

Core Responsibilities:

• Develop a strong understanding of key performance indicators and revenue drivers.
• Build and maintain dashboards, reports, and analytics in Salesforce, Tableau, ThoughtSpot, Excel, Airtable, etc.
• Partner with cross-functional teams and executive leadership to ensure data integrity and process compliance.
• Develop forecasting models, pipeline analysis, and performance metrics to support leadership decisions.
• Support GTM planning, territory design, and quota setting with data-driven insights.
• Analyze and synthesize sales data, feedback from the field, and market trends into actionable insights and recommendations.
• Become a subject matter expert on current tools and technologies.
• Manage Salesforce enhancements impacting the Advisory business, including updating fields, building campaigns, workflows, reporting, and automation for GTM processes and salesperson efficiency/effectiveness; this may include a mix of directly making changes within business-side permission levels and representing the Advisory business in developing requirements with tech teams and/or other stakeholders.
• Collaborate with Advisory sales personnel and stakeholders to influence the adoption of Salesforce.
• Drive continuous improvement initiatives by identifying bottlenecks and recommending solutions.
• Collaborate with the Director and team to execute standard change-management procedures across Advisory Experience. Own day-to-day tactical communications (e.g., Advisory newsletter) and support knowledge management for Advisory Experience team.
• Maintain library of content such as training, sales collateral, and scripting as well as both executive and front-line facing presentation materials. Facilitate regular updates to content via collaboration with cross-functional SME partners.
• Manage on-time delivery of projects with multiple stakeholders.
• Assist leadership as needed on other business management initiatives.

Required Knowledge, Skills, and Abilities:

• Curiosity more than anything else; hunger to learn and grow
• Value diversity in any sense of the word
• Attention to details, details, details
• Talent in bringing “method to madness”
• Demonstrated success in building, scaling, and/or implementing new things to enable sales
• Change agent
• Enjoy collaboration and learning
• Ability to describe your unique value and ideas for helping this new team’s mission
• Advanced proficiency in Excel (pivot tables, complex formulas, modeling)
• Experience with BI tools (Tableau, ThoughtSpot, Power BI) for visualization and insights
• Strong Salesforce expertise (basic updates, campaigns, reporting, dashboards, process automation)
• Ability to translate data into actionable insights and communicate effectively with stakeholders, including executives
• Comfortable working through ambiguity and driving clarity in evolving business environments

Desired Knowledge, Skills, and Abilities:

• FINRA Series 7, 66 (or 63 & 65) and /or 24 FINRA Licenses are a plus
• Financial services experience strongly preferred
• Strong project management skills
• Excellent writing and communication skills
• Talented storyteller and PowerPoint presentation skills
• Strong business acumen and ability to work collaboratively across teams and leadership levels

Minimum Required Education & Experience:

• Bachelor’s Degree
• 3-5+ years of progressively successful experience in Sales Enablement, Sales Operations, Analytics, and/or applicable roles

Travel Requirements:

Minimal travel (up to 10%) for company and team events.

Compensation:

The salary range for this role is $90,000-$125,000, plus competitive performance-based bonus. Compensation packages are based on a wide array of factors unique to each candidate, including but not limited to skill set, years and depth of experience, certifications, and specific office location. Compensation ranges may differ in differing locations due to cost of labor considerations.

#LI-Hybrid

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 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 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, and Cetera Financial Specialists .

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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