Business Management Consultant - Financial Institutions (West Coast)
Cetera Financial Group · United States
- Hybrid
- Full-time
- $130,000 / year
- United States
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Job highlights
- Manage strategic relationships with financial institutions.
- Provide business consulting to drive growth.
- Develop and implement annual growth plans.
- Identify and leverage value-add opportunities.
- Retain and grow FI partnerships and advisor teams.
About the role
Financial Institutions Management Consultant - West Coast
Cetera Financial Group is seeking a dynamic and experienced Financial Institutions Management Consultant (FIMC) to join our West Coast Regional Growth Team. This role is crucial in developing and supporting Financial Institutions (FIs) poised for growth, working collaboratively with internal teams and key Cetera resources to deliver strategic value, business consulting, and wealth management expertise.
What You Will Do
- Manage strategic business planning and relationships with Financial Institution executive management, program management, financial advisors, and support staff.
- Serve as a strategic relationship manager, providing proactive business consulting to grow FI programs and increase wallet share.
- Act as an accountability growth partner, designing tailored annual growth business plans aligned with FI strategic objectives and wealth management program goals.
- Conduct quarterly business reviews to track progress against objectives and identify necessary modifications.
- Identify value-add opportunities for FIs, leveraging Cetera's high-value programs to address their needs and retain current partners through renewals and renegotiations.
- Collaborate with internal Cetera resources (Channel, Finance, Legal, Ops, etc.) to showcase strategic value to FIs.
- Assist the Senior Manager, Regional Growth Team with overall partnership renewals within the region.
- Work with FI Executives, Program Managers, and colleagues on client segmentation, service models, support staffing, marketing strategies, program efficiency, and tech adoption.
- Identify FI Advisors ready for growth and engage them in strategic growth relationships.
- Grow the advisor team within FIs by enhancing knowledge and skills in marketing, people management, financial management, and wealth management offerings.
- Improve FI skillset and effectiveness in recruiting and employment administration of Financial Advisors.
- Collaborate with FI marketing teams to promote wealth management offerings, enhance client engagement, and increase client penetration and wallet share.
What You Will Need To Have
- Bachelor’s Degree or equivalent experience.
- Previous experience with a Regional Bank, Community Bank, or Credit Union.
- 10+ years of experience in Financial Services, specifically in a Relationship Management or Consulting Role.
- FINRA Series 7, Series 66 and/or Series 63/65 and Life Insurance License.
Key Skills/Competency
- Financial Institutions Management Consultant
- Relationship Management
- Business Consulting
- Strategic Planning
- Wealth Management
- Financial Services
- Growth Strategy
- Client Engagement
- Partnership Renewal
- FINRA Licenses
Skills & topics
- Financial Institutions Management Consultant
- Relationship Management
- Business Consulting
- Financial Services
- Wealth Management
- Growth Strategy
- Client Engagement
- Strategic Planning
- FINRA Series 7
- FINRA Series 66
How to get hired
- Tailor your resume: Highlight your financial services, relationship management, and consulting experience. Emphasize your success in growing FI programs and advisor teams.
- Showcase your licenses: Clearly list your FINRA Series 7, 66, 63/65, and Life Insurance licenses to meet the requirements.
- Quantify achievements: Use data to demonstrate your impact on FI growth, client engagement, and partnership retention.
- Research Cetera: Understand Cetera Financial Group's network, values, and commitment to empowering financial advisors.
- Prepare for consultation questions: Be ready to discuss your approach to strategic planning, business development, and client relationship management in the financial sector.
Technical preparation
Master financial services industry knowledge.,Practice relationship management strategies.,Develop consulting and business planning skills.,Prepare to discuss wealth management programs.
Behavioral questions
Describe a successful FI growth strategy you developed.,How do you handle challenging client relationships?,Tell me about a time you retained a key partner.,How do you align business plans with client goals?
Frequently asked questions
- What is the primary focus of the Financial Institutions Management Consultant role at Cetera Financial Group?
- The primary focus of the Financial Institutions Management Consultant role at Cetera Financial Group is to develop and support financial institutions poised for growth by providing strategic business consulting and wealth management expertise. This involves managing relationships, developing growth plans, and identifying value-add opportunities.
- What are the geographic requirements for this Financial Institutions Management Consultant position?
- Candidates for this Financial Institutions Management Consultant position must reside within the West Coast region (CA, WA, OR, ID, HI) and be available to work within Pacific and Mountain Time zones. The role supports this territory with up to 50% travel.
- What specific licenses are required for the Financial Institutions Management Consultant role at Cetera?
- The required licenses for the Financial Institutions Management Consultant role include FINRA Series 7, Series 66 and/or Series 63/65, and a Life Insurance License.
- How does Cetera Financial Group support the professional development of its Financial Institutions Management Consultants?
- Cetera Financial Group supports its Financial Institutions Management Consultants through various means, including collaborative efforts with internal teams, access to award-winning wealth management platforms, practice management support, and innovative technology. They also focus on growing advisor teams and enhancing skillsets within financial institutions.
- What is the compensation structure for the Financial Institutions Management Consultant role?
- The compensation for the Financial Institutions Management Consultant role includes a base annual salary range of $100,000 to $130,000, plus a competitive performance-based incentive compensation package. The final base salary depends on factors like skills, experience, certifications, and location.
- Can you elaborate on the 'growth partner and coach' aspect of the Financial Institutions Management Consultant role?
- As a growth partner and coach, the Financial Institutions Management Consultant collaborates with financial institutions to design tailored annual growth business plans that align with their strategic objectives and wealth management goals. This involves accountability and guidance to ensure objectives are met and modified as needed.