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Senior Manager, Wealth Management Practice Operations

Ebhu Fa Us2 Oraclecloud Com CX · Dallas, TX, United States; Dallas · Hybrid · Active · Oracle Recruiting Cloud / Fusion HCM

Job facts

Field	Value
Company	Ebhu Fa Us2 Oraclecloud Com CX
Title	Senior Manager, Wealth Management Practice Operations
Normalized title	-
Department / team	Growth & Sales
Location	Dallas, TX, United States
Work model	Hybrid / Hybrid
Employment type	Full Time
Salary	-
Status	active
ATS provider	Oracle Recruiting Cloud / Fusion HCM
Posted / first seen	2026-04-30 / 2026-05-31
Changed / last seen	2026-05-31 / 2026-06-06

Related slices

Page	What it contains	Open
Company jobs	Active postings from Ebhu Fa Us2 Oraclecloud Com CX.	Open
Company breakdowns	Role, location, ATS, and work model facets for this company.	Open
ATS provider jobs	Active postings observed through Oracle Recruiting Cloud / Fusion HCM.	Open
Provider filtered search	The same provider as a filtered job collection.	Open
City jobs	Active postings in Dallas.	Open
Department jobs	Active postings in Growth & Sales.	Open
Work model jobs	Active Hybrid postings.	Open
Lifecycle events	Open, update, close, and reopen events for this posting.	Open
Original posting	Canonical source or apply URL captured from the ATS.	Open

Linked records

Company	Ebhu Fa Us2 Oraclecloud Com CX
Source	502ad767-299e-41e9-b793-5d420dedf561
ATS provider	Oracle Recruiting Cloud / Fusion HCM

Description

Description Cetera Financial Group is seeking a Senior Manager, Wealth Management Practice Operations to serve as an operating partner within its Owned Portfolio, a core pillar of Cetera’s corporate development and long-term value creation strategy. The Owned Portfolio consists of wealth management practices in which Cetera maintains direct ownership and operating responsibility, including recently acquired offices. This role is designed for a leader who thrives in hands-on practice management, with direct accountability for advisor performance, client outcomes, financial results, and day-to-day operations. This position requires deep financial services expertise and active FINRA licenses, enabling the leader to credibly partner with advisors and operate within a registered environment. You will work closely with advisors and staff daily to drive growth, improve execution, and ensure alignment with Cetera’s operating standards, platforms, and strategic priorities. Success in this role requires strong business judgment, operational rigor, and a willingness to engage deeply in execution. What You'll Do: Owned Portfolio Leadership & Practice Integration Serve as the primary day-to-day operating leader for a portfolio of owned wealth management practices, including acquired offices transitioning into Cetera’s operating model. Lead the assimilation of systems, workflows, and business practices from acquired practices into Cetera platforms, policies, and standards. Assess legacy operational, advisory, and client service practices; identify gaps, risks, and inefficiencies, and implement corrective action plans. Act as the central liaison between owned offices and Cetera enterprise teams (Operations, Compliance, Technology, Investments, Planning, Finance.) Advisor & Practice Performance Partner closely with financial advisors to improve practice performance, client engagement, productivity, and retention across the full advisor lifecycle. Drive organic growth and client satisfaction through consistent adoption and effective use of Cetera’s technology platforms, investment solutions, financial planning tools, and coaching programs. Provide hands-on coaching and guidance related to business management, client strategy, workflow optimization, and execution of growth initiatives. Oversee local office operations, including staffing models, capacity management, client assignments, billing and collections, and operational discipline. Monitor operational and performance metrics; deliver actionable insights and recommendations to leadership. Ensure operational consistency, scalability, and service quality across all assigned offices. Leadership & Team Development Manage, mentor, and develop a team of registered representatives, registered administrators, and planning professionals. Fostering a high ‑ performance, accountable culture focused on operational excellence, strong client outcomes, and compliance. Support onboarding and development of advisors and staff into Cetera platforms, systems, and cultural expectations. Compliance, Supervision & Risk Management (FINRA-Registered Role) Maintain active FINRA registrations and operate as a licensed leader supporting registered activities, as required. Partner closely with Compliance and Supervision to ensure adherence to FINRA, and Cetera requirements. Identify, escalate, and remediate supervisory or compliance risks within owned and newly acquired operations. Reinforce a strong culture of compliance, ethical conduct, and risk awareness. Systems, Technology, & Special Projects Execute and lead special projects and operating initiatives at the direction of senior leadership, including optimization, integration, and process improvement efforts. Lead adoption and optimization of Cetera-approved systems for trading, CRM, reporting, planning, and operations. Support enterprise initiatives at the direction of senior leadership, including optimization, integration, and process improvement efforts. Develop and review client-facing and internal communications and deliverables as required. Perform additional responsibilities consistent with the objectives of the RIA & Branches Channel within Cetera. What You Need to Have: Bachelor’s degree in a relevant field. Minimum of 5 years of experience in wealth management, banking, or financial services, with prior experience as a Senior Financial Advisor, Relationship Manager, Investment Manager, Sales Manager, or Program Manager. Demonstrated experience providing direct, hands-on oversight of advisors or client-facing teams, ideally in a multi-practice or portfolio environment. Strong operating mindset with the ability to balance strategic priorities and day-to-day execution. Excellent leadership, analytical, and problem-solving skills, with the ability to deliver results under tight timelines. Strong written and verbal communication skills and the ability to influence advisors and cross-functional partners. Proficiency in Microsoft Office applications. Active FINRA licenses: Series 7 and Series 66 (or Series 63 & 65), and Life & Health state insurance licenses. Series 24 license preferred. Travel: Up to 30% #LI-Hybrid Company 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. Please review our Workforce Privacy Policy for further details on what information we collect and the purposes for collection.

Full job record

Job ID	96b3bca409f905162dfbda925773f5d7343b07ec
Org ID	37f4fbf2-f2c3-4c91-bc93-15e5dac10814
Source ID	502ad767-299e-41e9-b793-5d420dedf561
Board ID	502ad767-299e-41e9-b793-5d420dedf561
Provider	oracle_hcm
Provider Job Key	6318
Title	Senior Manager, Wealth Management Practice Operations
Normalized Title	—
Status	active
Active	yes
Location Text	Dallas, TX, United States; Dallas
Department	Growth & Sales
Team	—
Employment Type	full_time
Workplace Type	hybrid
Remote Policy	hybrid
Country	United States
Region	TX
City	Dallas
Salary Raw	Description Cetera Financial Group is seeking a Senior Manager, Wealth Management Practice Operations to serve as an operating partner within its Owned Portfolio, a core pillar of Cetera’s corporate development and long-term value creation strategy. The Owned Portfolio consists of wealth management practices in which Cetera maintains direct ownership and operating responsibility, including recently acquired offices. This role is designed for a leader who thrives in hands-on practice management, with direct accountability for advisor performance, client outcomes, financial results, and day-to-day operations. This position requires deep financial services expertise and active FINRA licenses, enabling the leader to credibly partner with advisors and operate within a registered environment. You will work closely with advisors and staff daily to drive growth, improve execution, and ensure alignment with Cetera’s operating standards, platforms, and strategic priorities. Success in this role requires strong business judgment, operational rigor, and a willingness to engage deeply in execution. What You'll Do: Owned Portfolio Leadership & Practice Integration Serve as the primary day-to-day operating leader for a portfolio of owned wealth management practices, including acquired offices transitioning into Cetera’s operating model. Lead the assimilation of systems, workflows, and business practices from acquired practices into Cetera platforms, policies, and standards. Assess legacy operational, advisory, and client service practices; identify gaps, risks, and inefficiencies, and implement corrective action plans. Act as the central liaison between owned offices and Cetera enterprise teams (Operations, Compliance, Technology, Investments, Planning, Finance.) Advisor & Practice Performance Partner closely with financial advisors to improve practice performance, client engagement, productivity, and retention across the full advisor lifecycle. Drive organic growth and client satisfaction through consistent adoption and effective use of Cetera’s technology platforms, investment solutions, financial planning tools, and coaching programs. Provide hands-on coaching and guidance related to business management, client strategy, workflow optimization, and execution of growth initiatives. Oversee local office operations, including staffing models, capacity management, client assignments, billing and collections, and operational discipline. Monitor operational and performance metrics; deliver actionable insights and recommendations to leadership. Ensure operational consistency, scalability, and service quality across all assigned offices. Leadership & Team Development Manage, mentor, and develop a team of registered representatives, registered administrators, and planning professionals. Fostering a high ‑ performance, accountable culture focused on operational excellence, strong client outcomes, and compliance. Support onboarding and development of advisors and staff into Cetera platforms, systems, and cultural expectations. Compliance, Supervision & Risk Management (FINRA-Registered Role) Maintain active FINRA registrations and operate as a licensed leader supporting registered activities, as required. Partner closely with Compliance and Supervision to ensure adherence to FINRA, and Cetera requirements. Identify, escalate, and remediate supervisory or compliance risks within owned and newly acquired operations. Reinforce a strong culture of compliance, ethical conduct, and risk awareness. Systems, Technology, & Special Projects Execute and lead special projects and operating initiatives at the direction of senior leadership, including optimization, integration, and process improvement efforts. Lead adoption and optimization of Cetera-approved systems for trading, CRM, reporting, planning, and operations. Support enterprise initiatives at the direction of senior leadership, including optimization, integration, and process improvement efforts. Develop and review client-facing and internal communications and deliverables as required. Perform additional responsibilities consistent with the objectives of the RIA & Branches Channel within Cetera. What You Need to Have: Bachelor’s degree in a relevant field. Minimum of 5 years of experience in wealth management, banking, or financial services, with prior experience as a Senior Financial Advisor, Relationship Manager, Investment Manager, Sales Manager, or Program Manager. Demonstrated experience providing direct, hands-on oversight of advisors or client-facing teams, ideally in a multi-practice or portfolio environment. Strong operating mindset with the ability to balance strategic priorities and day-to-day execution. Excellent leadership, analytical, and problem-solving skills, with the ability to deliver results under tight timelines. Strong written and verbal communication skills and the ability to influence advisors and cross-functional partners. Proficiency in Microsoft Office applications. Active FINRA licenses: Series 7 and Series 66 (or Series 63 & 65), and Life & Health state insurance licenses. Series 24 license preferred. Travel: Up to 30% #LI-Hybrid Company 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. Please review our Workforce Privacy Policy for further details on what information we collect and the purposes for collection.
Salary Min	—
Salary Max	—
Salary Currency	—
Salary Period	day
Source URL	https://ebhu.fa.us2.oraclecloud.com/hcmUI/CandidateExperience/en/sites/Careers/job/6318
Apply URL	https://ebhu.fa.us2.oraclecloud.com/hcmUI/CandidateExperience/en/sites/Careers/job/6318
First Seen At	2026-05-31 18:00:25Z
Last Seen At	2026-06-06 20:17:58Z
Last Checked At	2026-06-06 20:17:58Z
Last Changed At	2026-05-31 18:00:25Z
Inactive At	—
Source Posted At	2026-04-30 17:44:22Z
Source Updated At	—
Raw Payload Uri	s3://job-postings-prod-raw-590183727216/raw/provider=oracle_hcm/board=ebhu.fa.us2.oraclecloud.com\|CX/date=2026-06-06/2026-06-06T20-17-49-125Z-bfdf4a5e6b4c875ee7a8242c67a0bedd4415d73c50d6a87d8914029dc7021117.json

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Success in this role requires strong business judgment, operational rigor, and a willingness to engage deeply in execution.</span></span></p><p class=\"Paragraph SCXW228096396 BCX8\" paraid=\"1805298276\" paraeid=\"{b3157d37-0436-4453-aeea-51195c0e7b39}{14}\" style=\"-webkit-tap-highlight-color: transparent; -webkit-user-drag: none; background-color: transparent; color: windowtext; font-kerning: none; font-style: normal; font-weight: normal; margin: 0px 0px 10.6667px; overflow-wrap: break-word; padding: 0px; text-align: left; text-indent: 0px; user-select: text; vertical-align: baseline;\">&nbsp;</p><p class=\"Paragraph SCXW228096396 BCX8\" paraid=\"1805298276\" paraeid=\"{b3157d37-0436-4453-aeea-51195c0e7b39}{14}\" style=\"-webkit-tap-highlight-color: transparent; -webkit-user-drag: none; background-color: transparent; color: windowtext; font-kerning: none; font-style: normal; font-weight: normal; margin: 0px 0px 10.6667px; overflow-wrap: break-word; padding: 0px; text-align: left; text-indent: 0px; user-select: text; vertical-align: baseline;\"><span style=\"font-family: Calibri, Calibri_EmbeddedFont, Calibri_MSFontService, sans-serif;\"><span class=\"TextRun SCXW228096396 BCX8 NormalTextRun\" data-contrast=\"auto\" xml:lang=\"EN-US\" lang=\"EN-US\" style=\"-webkit-tap-highlight-color: transparent; -webkit-user-drag: none; font-size: 11pt; font-variant-ligatures: none !important; line-height: 19.425px; margin: 0px; padding: 0px; user-select: text;\"><strong><u>What You'll Do:</u></strong></span></span></p></div><div class=\"OutlineElement Ltr SCXW228096396 BCX8\" style=\"-webkit-tap-highlight-color: transparent; -webkit-user-drag: none; clear: both; cursor: text; direction: ltr; margin: 0px; overflow: visible; padding: 0px; position: relative; user-select: text;\"><ul><li><p class=\"Paragraph SCXW228096396 BCX8\" paraid=\"1149939266\" paraeid=\"{b3157d37-0436-4453-aeea-51195c0e7b39}{18}\" style=\"-webkit-tap-highlight-color: transparent; -webkit-user-drag: none; background-color: transparent; color: windowtext; font-kerning: none; font-style: normal; font-weight: normal; margin: 0px 0px 10.6667px; overflow-wrap: break-word; padding: 0px; text-align: left; text-indent: 0px; user-select: text; vertical-align: baseline;\"><span style=\"font-family: Calibri, Calibri_EmbeddedFont, Calibri_MSFontService, sans-serif;\"><span class=\"TextRun SCXW228096396 BCX8 NormalTextRun\" data-contrast=\"auto\" xml:lang=\"EN-US\" lang=\"EN-US\" style=\"-webkit-tap-highlight-color: transparent; -webkit-user-drag: none; font-size: 11pt; font-variant-ligatures: none !important; line-height: 19.425px; margin: 0px; padding: 0px; user-select: text;\">Owned Portfolio Leadership &amp; Practice Integration</span></span></p><ul><li><p class=\"Paragraph SCXW228096396 BCX8\" paraid=\"1149939266\" paraeid=\"{b3157d37-0436-4453-aeea-51195c0e7b39}{18}\" style=\"-webkit-tap-highlight-color: transparent; -webkit-user-drag: none; background-color: transparent; color: windowtext; font-kerning: none; font-style: normal; font-weight: normal; margin: 0px 0px 10.6667px; overflow-wrap: break-word; padding: 0px; text-align: left; text-indent: 0px; user-select: text; vertical-align: baseline;\"><span style=\"font-family: Calibri, Calibri_EmbeddedFont, Calibri_MSFontService, sans-serif;\"><span class=\"TextRun SCXW228096396 BCX8 NormalTextRun\" data-contrast=\"auto\" xml:lang=\"EN-US\" lang=\"EN-US\" style=\"-webkit-tap-highlight-color: transparent; -webkit-user-drag: none; font-size: 11pt; font-variant-ligatures: none !important; line-height: 19.425px; margin: 0px; padding: 0px; user-select: text;\">Serve as the primary day-to-day operating leader for a portfolio of owned wealth management practices, including acquired offices transitioning into Cetera’s operating model.&nbsp;</span></span></p></li><li><p class=\"Paragraph SCXW228096396 BCX8\" paraid=\"1149939266\" paraeid=\"{b3157d37-0436-4453-aeea-51195c0e7b39}{18}\" style=\"-webkit-tap-highlight-color: transparent; -webkit-user-drag: none; background-color: transparent; color: windowtext; font-kerning: none; font-style: normal; font-weight: normal; margin: 0px 0px 10.6667px; overflow-wrap: break-word; padding: 0px; text-align: left; text-indent: 0px; user-select: text; vertical-align: baseline;\"><span style=\"font-family: Calibri, Calibri_EmbeddedFont, Calibri_MSFontService, sans-serif;\"><span class=\"TextRun SCXW228096396 BCX8 NormalTextRun\" data-contrast=\"auto\" xml:lang=\"EN-US\" lang=\"EN-US\" style=\"-webkit-tap-highlight-color: transparent; -webkit-user-drag: none; font-size: 11pt; font-variant-ligatures: none !important; line-height: 19.425px; margin: 0px; padding: 0px; user-select: text;\">Lead the assimilation of systems, workflows, and business practices from acquired practices into Cetera platforms, policies, and standards.&nbsp;</span></span></p></li><li><p class=\"Paragraph SCXW228096396 BCX8\" paraid=\"1149939266\" paraeid=\"{b3157d37-0436-4453-aeea-51195c0e7b39}{18}\" style=\"-webkit-tap-highlight-color: transparent; -webkit-user-drag: none; background-color: transparent; color: windowtext; font-kerning: none; font-style: normal; font-weight: normal; margin: 0px 0px 10.6667px; overflow-wrap: break-word; padding: 0px; text-align: left; text-indent: 0px; user-select: text; vertical-align: baseline;\"><span style=\"font-family: Calibri, Calibri_EmbeddedFont, Calibri_MSFontService, sans-serif;\"><span class=\"TextRun SCXW228096396 BCX8 NormalTextRun\" data-contrast=\"auto\" xml:lang=\"EN-US\" lang=\"EN-US\" style=\"-webkit-tap-highlight-color: transparent; -webkit-user-drag: none; font-size: 11pt; font-variant-ligatures: none !important; line-height: 19.425px; margin: 0px; padding: 0px; user-select: text;\">Assess legacy operational, advisory, and client service practices; identify gaps, risks, and inefficiencies, and implement corrective action plans.&nbsp;</span></span></p></li><li><p class=\"Paragraph SCXW228096396 BCX8\" paraid=\"1149939266\" paraeid=\"{b3157d37-0436-4453-aeea-51195c0e7b39}{18}\" style=\"-webkit-tap-highlight-color: transparent; -webkit-user-drag: none; background-color: transparent; color: windowtext; font-kerning: none; font-style: normal; font-weight: normal; margin: 0px 0px 10.6667px; overflow-wrap: break-word; padding: 0px; text-align: left; text-indent: 0px; user-select: text; vertical-align: baseline;\"><span style=\"font-family: Calibri, Calibri_EmbeddedFont, Calibri_MSFontService, sans-serif;\"><span class=\"TextRun SCXW228096396 BCX8 NormalTextRun\" data-contrast=\"auto\" xml:lang=\"EN-US\" lang=\"EN-US\" style=\"-webkit-tap-highlight-color: transparent; -webkit-user-drag: none; font-size: 11pt; font-variant-ligatures: none !important; line-height: 19.425px; margin: 0px; padding: 0px; user-select: text;\">Act as the central liaison between owned offices and Cetera enterprise teams (Operations, Compliance, Technology, Investments, Planning, Finance.)</span></span></p></li></ul></li><li><p class=\"Paragraph SCXW228096396 BCX8\" paraid=\"16596650\" paraeid=\"{b3157d37-0436-4453-aeea-51195c0e7b39}{28}\" style=\"-webkit-tap-highlight-color: transparent; -webkit-user-drag: none; background-color: transparent; color: windowtext; font-kerning: none; font-style: normal; font-weight: normal; margin: 0px 0px 10.6667px; overflow-wrap: break-word; padding: 0px; text-align: left; text-indent: 0px; user-select: text; vertical-align: baseline;\"><span style=\"font-family: Calibri, Calibri_EmbeddedFont, Calibri_MSFontService, sans-serif;\"><span class=\"TextRun SCXW228096396 BCX8 NormalTextRun\" data-contrast=\"auto\" xml:lang=\"EN-US\" lang=\"EN-US\" style=\"-webkit-tap-highlight-color: transparent; -webkit-user-drag: none; font-size: 11pt; font-variant-ligatures: none !important; line-height: 19.425px; margin: 0px; padding: 0px; user-select: text;\">Advisor &amp; Practice Performance</span></span></p><ul><li><p class=\"Paragraph SCXW228096396 BCX8\" paraid=\"16596650\" paraeid=\"{b3157d37-0436-4453-aeea-51195c0e7b39}{28}\" style=\"-webkit-tap-highlight-color: transparent; -webkit-user-drag: none; background-color: transparent; color: windowtext; font-kerning: none; font-style: normal; font-weight: normal; margin: 0px 0px 10.6667px; overflow-wrap: break-word; padding: 0px; text-align: left; text-indent: 0px; user-select: text; vertical-align: baseline;\"><span style=\"font-family: Calibri, Calibri_EmbeddedFont, Calibri_MSFontService, sans-serif;\"><span class=\"TextRun SCXW228096396 BCX8 NormalTextRun\" data-contrast=\"auto\" xml:lang=\"EN-US\" lang=\"EN-US\" style=\"-webkit-tap-highlight-color: transparent; -webkit-user-drag: none; font-size: 11pt; font-variant-ligatures: none !important; line-height: 19.425px; margin: 0px; padding: 0px; user-select: text;\">Partner closely with financial advisors to improve practice performance, client engagement, productivity, and retention across the full advisor lifecycle.</span></span></p></li><li><p class=\"Paragraph SCXW228096396 BCX8\" paraid=\"16596650\" paraeid=\"{b3157d37-0436-4453-aeea-51195c0e7b39}{28}\" style=\"-webkit-tap-highlight-color: transparent; -webkit-user-drag: none; background-color: transparent; color: windowtext; font-kerning: none; font-style: normal; font-weight: normal; margin: 0px 0px 10.6667px; overflow-wrap: break-word; padding: 0px; text-align: left; text-indent: 0px; user-select: text; vertical-align: baseline;\"><span style=\"font-family: Calibri, Calibri_EmbeddedFont, Calibri_MSFontService, sans-serif;\"><span class=\"TextRun SCXW228096396 BCX8 NormalTextRun\" data-contrast=\"auto\" xml:lang=\"EN-US\" lang=\"EN-US\" style=\"-webkit-tap-highlight-color: transparent; -webkit-user-drag: none; font-size: 11pt; font-variant-ligatures: none !important; line-height: 19.425px; margin: 0px; padding: 0px; user-select: text;\">Drive organic growth and client satisfaction through consistent adoption and effective use of Cetera’s technology platforms, investment solutions, financial planning tools, and coaching programs.</span></span></p></li><li><p class=\"Paragraph SCXW228096396 BCX8\" paraid=\"16596650\" paraeid=\"{b3157d37-0436-4453-aeea-51195c0e7b39}{28}\" style=\"-webkit-tap-highlight-color: transparent; -webkit-user-drag: none; background-color: transparent; color: windowtext; font-kerning: none; font-style: normal; font-weight: normal; margin: 0px 0px 10.6667px; overflow-wrap: break-word; padding: 0px; text-align: left; text-indent: 0px; user-select: text; vertical-align: baseline;\"><span style=\"font-family: Calibri, Calibri_EmbeddedFont, Calibri_MSFontService, sans-serif;\"><span class=\"TextRun SCXW228096396 BCX8 NormalTextRun\" data-contrast=\"auto\" xml:lang=\"EN-US\" lang=\"EN-US\" style=\"-webkit-tap-highlight-color: transparent; -webkit-user-drag: none; font-size: 11pt; font-variant-ligatures: none !important; line-height: 19.425px; margin: 0px; padding: 0px; user-select: text;\">Provide hands-on coaching and guidance related to business management, client strategy, workflow optimization, and execution of growth initiatives.&nbsp;&nbsp;</span></span></p></li><li><p class=\"Paragraph SCXW228096396 BCX8\" paraid=\"16596650\" paraeid=\"{b3157d37-0436-4453-aeea-51195c0e7b39}{28}\" style=\"-webkit-tap-highlight-color: transparent; -webkit-user-drag: none; background-color: transparent; color: windowtext; font-kerning: none; font-style: normal; font-weight: normal; margin: 0px 0px 10.6667px; overflow-wrap: break-word; padding: 0px; text-align: left; text-indent: 0px; user-select: text; vertical-align: baseline;\"><span style=\"font-family: Calibri, Calibri_EmbeddedFont, Calibri_MSFontService, sans-serif;\"><span class=\"TextRun SCXW228096396 BCX8 NormalTextRun\" data-contrast=\"auto\" xml:lang=\"EN-US\" lang=\"EN-US\" style=\"-webkit-tap-highlight-color: transparent; -webkit-user-drag: none; font-size: 11pt; font-variant-ligatures: none !important; line-height: 19.425px; margin: 0px; padding: 0px; user-select: text;\">Oversee local office operations, including staffing models, capacity management, client assignments, billing and collections, and operational discipline.</span></span></p></li><li><p class=\"Paragraph SCXW228096396 BCX8\" paraid=\"16596650\" paraeid=\"{b3157d37-0436-4453-aeea-51195c0e7b39}{28}\" style=\"-webkit-tap-highlight-color: transparent; -webkit-user-drag: none; background-color: transparent; color: windowtext; font-kerning: none; font-style: normal; font-weight: normal; margin: 0px 0px 10.6667px; overflow-wrap: break-word; padding: 0px; text-align: left; text-indent: 0px; user-select: text; vertical-align: baseline;\"><span style=\"font-family: Calibri, Calibri_EmbeddedFont, Calibri_MSFontService, sans-serif;\"><span class=\"TextRun SCXW228096396 BCX8 NormalTextRun\" data-contrast=\"auto\" xml:lang=\"EN-US\" lang=\"EN-US\" style=\"-webkit-tap-highlight-color: transparent; -webkit-user-drag: none; font-size: 11pt; font-variant-ligatures: none !important; line-height: 19.425px; margin: 0px; padding: 0px; user-select: text;\">Monitor operational and performance metrics; deliver actionable insights and recommendations to leadership.&nbsp;</span></span></p></li><li><p class=\"Paragraph SCXW228096396 BCX8\" paraid=\"16596650\" paraeid=\"{b3157d37-0436-4453-aeea-51195c0e7b39}{28}\" style=\"-webkit-tap-highlight-color: transparent; -webkit-user-drag: none; background-color: transparent; color: windowtext; font-kerning: none; font-style: normal; font-weight: normal; margin: 0px 0px 10.6667px; overflow-wrap: break-word; padding: 0px; text-align: left; text-indent: 0px; user-select: text; vertical-align: baseline;\"><span style=\"font-family: Calibri, Calibri_EmbeddedFont, Calibri_MSFontService, sans-serif;\"><span class=\"TextRun SCXW228096396 BCX8 NormalTextRun\" data-contrast=\"auto\" xml:lang=\"EN-US\" lang=\"EN-US\" style=\"-webkit-tap-highlight-color: transparent; -webkit-user-drag: none; font-size: 11pt; font-variant-ligatures: none !important; line-height: 19.425px; margin: 0px; padding: 0px; user-select: text;\">Ensure operational consistency, scalability, and service quality across all assigned offices.&nbsp;</span></span></p></li></ul></li></ul></div><div class=\"OutlineElement Ltr SCXW228096396 BCX8\" style=\"-webkit-tap-highlight-color: transparent; -webkit-user-drag: none; clear: both; cursor: text; direction: ltr; margin: 0px; overflow: visible; padding: 0px; position: relative; user-select: text;\"><ul><li><p class=\"Paragraph SCXW228096396 BCX8\" paraid=\"169504803\" paraeid=\"{b3157d37-0436-4453-aeea-51195c0e7b39}{42}\" style=\"-webkit-tap-highlight-color: transparent; -webkit-user-drag: none; background-color: transparent; color: windowtext; font-kerning: none; font-style: normal; font-weight: normal; margin: 0px 0px 10.6667px 24px; overflow-wrap: break-word; padding: 0px; text-align: left; text-indent: 0px; user-select: text; vertical-align: baseline;\"><span style=\"font-family: Calibri, Calibri_EmbeddedFont, Calibri_MSFontService, sans-serif;\"><span class=\"TextRun SCXW228096396 BCX8 NormalTextRun\" data-contrast=\"auto\" xml:lang=\"EN-US\" lang=\"EN-US\" style=\"-webkit-tap-highlight-color: transparent; -webkit-user-drag: none; font-size: 11pt; font-variant-ligatures: none !important; line-height: 19.425px; margin: 0px; padding: 0px; user-select: text;\">Leadership &amp; Team Development</span></span></p><ul><li><p class=\"Paragraph SCXW228096396 BCX8\" paraid=\"169504803\" paraeid=\"{b3157d37-0436-4453-aeea-51195c0e7b39}{42}\" style=\"-webkit-tap-highlight-color: transparent; -webkit-user-drag: none; background-color: transparent; color: windowtext; font-kerning: none; font-style: normal; font-weight: normal; margin: 0px 0px 10.6667px 24px; overflow-wrap: break-word; padding: 0px; text-align: left; text-indent: 0px; user-select: text; vertical-align: baseline;\"><span style=\"font-family: Calibri, Calibri_EmbeddedFont, Calibri_MSFontService, sans-serif;\"><span class=\"TextRun SCXW228096396 BCX8 NormalTextRun\" data-contrast=\"auto\" xml:lang=\"EN-US\" lang=\"EN-US\" style=\"-webkit-tap-highlight-color: transparent; -webkit-user-drag: none; font-size: 11pt; font-variant-ligatures: none !important; line-height: 19.425px; margin: 0px; padding: 0px; user-select: text;\">Manage, mentor, and develop a team of registered representatives, registered administrators, and planning professionals.&nbsp;</span></span></p></li><li><p class=\"Paragraph SCXW228096396 BCX8\" paraid=\"169504803\" paraeid=\"{b3157d37-0436-4453-aeea-51195c0e7b39}{42}\" style=\"-webkit-tap-highlight-color: transparent; -webkit-user-drag: none; background-color: transparent; color: windowtext; font-kerning: none; font-style: normal; font-weight: normal; margin: 0px 0px 10.6667px 24px; overflow-wrap: break-word; padding: 0px; text-align: left; text-indent: 0px; user-select: text; vertical-align: baseline;\"><span style=\"font-family: Calibri, Calibri_EmbeddedFont, Calibri_MSFontService, sans-serif;\"><span class=\"TextRun SCXW228096396 BCX8 NormalTextRun\" data-contrast=\"auto\" xml:lang=\"EN-US\" lang=\"EN-US\" style=\"-webkit-tap-highlight-color: transparent; -webkit-user-drag: none; font-size: 11pt; font-variant-ligatures: none !important; line-height: 19.425px; margin: 0px; padding: 0px; user-select: text;\">Fostering a high</span><span class=\"NoBreakHyphenBlob BlobObject DragDrop SCXW228096396 BCX8\" style=\"-webkit-tap-highlight-color: transparent; -webkit-user-drag: none; font-size: 11pt; line-height: 19.425px; margin: 0px; padding: 0px; user-select: text;\">‑</span><span class=\"TextRun SCXW228096396 BCX8 NormalTextRun\" data-contrast=\"auto\" xml:lang=\"EN-US\" lang=\"EN-US\" style=\"-webkit-tap-highlight-color: transparent; -webkit-user-drag: none; font-size: 11pt; font-variant-ligatures: none !important; line-height: 19.425px; margin: 0px; padding: 0px; user-select: text;\">performance, accountable culture focused on operational excellence, strong client outcomes, and compliance.&nbsp;</span></span></p></li><li><p class=\"Paragraph SCXW228096396 BCX8\" paraid=\"169504803\" paraeid=\"{b3157d37-0436-4453-aeea-51195c0e7b39}{42}\" style=\"-webkit-tap-highlight-color: transparent; -webkit-user-drag: none; background-color: transparent; color: windowtext; font-kerning: none; font-style: normal; font-weight: normal; margin: 0px 0px 10.6667px 24px; overflow-wrap: break-word; padding: 0px; text-align: left; text-indent: 0px; user-select: text; vertical-align: baseline;\"><span style=\"font-family: Calibri, Calibri_EmbeddedFont, Calibri_MSFontService, sans-serif;\"><span class=\"TextRun SCXW228096396 BCX8 NormalTextRun\" data-contrast=\"auto\" xml:lang=\"EN-US\" lang=\"EN-US\" style=\"-webkit-tap-highlight-color: transparent; -webkit-user-drag: none; font-size: 11pt; font-variant-ligatures: none !important; line-height: 19.425px; margin: 0px; padding: 0px; user-select: text;\">Support onboarding and development of advisors and staff into Cetera platforms, systems, and cultural expectations.&nbsp;</span></span></p></li></ul></li></ul><div class=\"OutlineElement Ltr SCXW228096396 BCX8\" style=\"-webkit-tap-highlight-color: transparent; -webkit-user-drag: none; clear: both; cursor: text; direction: ltr; margin: 0px; overflow: visible; padding: 0px; position: relative; user-select: text;\"><ul><li><p class=\"Paragraph SCXW228096396 BCX8\" paraid=\"616089047\" paraeid=\"{b3157d37-0436-4453-aeea-51195c0e7b39}{51}\" style=\"-webkit-tap-highlight-color: transparent; -webkit-user-drag: none; background-color: transparent; color: windowtext; font-kerning: none; font-style: normal; font-weight: normal; margin: 0px 0px 10.6667px; overflow-wrap: break-word; padding: 0px; text-align: left; text-indent: 0px; user-select: text; vertical-align: baseline;\"><span style=\"font-family: Calibri, Calibri_EmbeddedFont, Calibri_MSFontService, sans-serif;\"><span class=\"TextRun SCXW228096396 BCX8 NormalTextRun\" data-contrast=\"auto\" xml:lang=\"EN-US\" lang=\"EN-US\" style=\"-webkit-tap-highlight-color: transparent; -webkit-user-drag: none; font-size: 11pt; font-variant-ligatures: none !important; line-height: 19.425px; margin: 0px; padding: 0px; user-select: text;\">Compliance, Supervision &amp; Risk Management (FINRA-Registered Role)</span></span></p><ul><li><p class=\"Paragraph SCXW228096396 BCX8\" paraid=\"616089047\" paraeid=\"{b3157d37-0436-4453-aeea-51195c0e7b39}{51}\" style=\"-webkit-tap-highlight-color: transparent; -webkit-user-drag: none; background-color: transparent; color: windowtext; font-kerning: none; font-style: normal; font-weight: normal; margin: 0px 0px 10.6667px; overflow-wrap: break-word; padding: 0px; text-align: left; text-indent: 0px; user-select: text; vertical-align: baseline;\"><span style=\"font-family: Calibri, Calibri_EmbeddedFont, Calibri_MSFontService, sans-serif;\"><span class=\"TextRun SCXW228096396 BCX8 NormalTextRun\" data-contrast=\"auto\" xml:lang=\"EN-US\" lang=\"EN-US\" style=\"-webkit-tap-highlight-color: transparent; -webkit-user-drag: none; font-size: 11pt; font-variant-ligatures: none !important; line-height: 19.425px; margin: 0px; padding: 0px; user-select: text;\">Maintain active FINRA registrations and operate as a licensed leader supporting registered activities, as required.&nbsp;</span></span></p></li><li><p class=\"Paragraph SCXW228096396 BCX8\" paraid=\"616089047\" paraeid=\"{b3157d37-0436-4453-aeea-51195c0e7b39}{51}\" style=\"-webkit-tap-highlight-color: transparent; -webkit-user-drag: none; background-color: transparent; color: windowtext; font-kerning: none; font-style: normal; font-weight: normal; margin: 0px 0px 10.6667px; overflow-wrap: break-word; padding: 0px; text-align: left; text-indent: 0px; user-select: text; vertical-align: baseline;\"><span style=\"font-family: Calibri, Calibri_EmbeddedFont, Calibri_MSFontService, sans-serif;\"><span class=\"TextRun SCXW228096396 BCX8 NormalTextRun\" data-contrast=\"auto\" xml:lang=\"EN-US\" lang=\"EN-US\" style=\"-webkit-tap-highlight-color: transparent; -webkit-user-drag: none; font-size: 11pt; font-variant-ligatures: none !important; line-height: 19.425px; margin: 0px; padding: 0px; user-select: text;\">Partner closely with Compliance and Supervision to ensure adherence to FINRA, and Cetera requirements.&nbsp;</span></span></p></li><li><p class=\"Paragraph SCXW228096396 BCX8\" paraid=\"616089047\" paraeid=\"{b3157d37-0436-4453-aeea-51195c0e7b39}{51}\" style=\"-webkit-tap-highlight-color: transparent; -webkit-user-drag: none; background-color: transparent; color: windowtext; font-kerning: none; font-style: normal; font-weight: normal; margin: 0px 0px 10.6667px; overflow-wrap: break-word; padding: 0px; text-align: left; text-indent: 0px; user-select: text; vertical-align: baseline;\"><span style=\"font-family: Calibri, Calibri_EmbeddedFont, Calibri_MSFontService, sans-serif;\"><span class=\"TextRun SCXW228096396 BCX8 NormalTextRun\" data-contrast=\"auto\" xml:lang=\"EN-US\" lang=\"EN-US\" style=\"-webkit-tap-highlight-color: transparent; -webkit-user-drag: none; font-size: 11pt; font-variant-ligatures: none !important; line-height: 19.425px; margin: 0px; padding: 0px; user-select: text;\">Identify, escalate, and remediate supervisory or compliance risks within owned and newly acquired operations.&nbsp;</span></span></p></li><li><p class=\"Paragraph SCXW228096396 BCX8\" paraid=\"616089047\" paraeid=\"{b3157d37-0436-4453-aeea-51195c0e7b39}{51}\" style=\"-webkit-tap-highlight-color: transparent; -webkit-user-drag: none; background-color: transparent; color: windowtext; font-kerning: none; font-style: normal; font-weight: normal; margin: 0px 0px 10.6667px; overflow-wrap: break-word; padding: 0px; text-align: left; text-indent: 0px; user-select: text; vertical-align: baseline;\"><span style=\"font-family: Calibri, Calibri_EmbeddedFont, Calibri_MSFontService, sans-serif;\"><span class=\"TextRun SCXW228096396 BCX8 NormalTextRun\" data-contrast=\"auto\" xml:lang=\"EN-US\" lang=\"EN-US\" style=\"-webkit-tap-highlight-color: transparent; -webkit-user-drag: none; font-size: 11pt; font-variant-ligatures: none !important; line-height: 19.425px; margin: 0px; padding: 0px; user-select: text;\">Reinforce a strong culture of compliance, ethical conduct, and risk awareness.&nbsp;</span></span></p></li></ul></li></ul></div><div class=\"OutlineElement Ltr SCXW228096396 BCX8\" style=\"-webkit-tap-highlight-color: transparent; -webkit-user-drag: none; clear: both; cursor: text; direction: ltr; margin: 0px; overflow: visible; padding: 0px; position: relative; user-select: text;\"><ul><li><p class=\"Paragraph SCXW228096396 BCX8\" paraid=\"1799530858\" paraeid=\"{b3157d37-0436-4453-aeea-51195c0e7b39}{63}\" style=\"-webkit-tap-highlight-color: transparent; -webkit-user-drag: none; background-color: transparent; color: windowtext; font-kerning: none; font-style: normal; font-weight: normal; margin: 0px 0px 10.6667px; overflow-wrap: break-word; padding: 0px; text-align: left; text-indent: 0px; user-select: text; vertical-align: baseline;\"><span style=\"font-family: Calibri, Calibri_EmbeddedFont, Calibri_MSFontService, sans-serif;\"><span class=\"TextRun SCXW228096396 BCX8 NormalTextRun\" data-contrast=\"auto\" xml:lang=\"EN-US\" lang=\"EN-US\" style=\"-webkit-tap-highlight-color: transparent; -webkit-user-drag: none; font-size: 11pt; font-variant-ligatures: none !important; line-height: 19.425px; margin: 0px; padding: 0px; user-select: text;\">Systems, Technology, &amp; Special Projects</span></span></p><ul><li><p class=\"Paragraph SCXW228096396 BCX8\" paraid=\"1799530858\" paraeid=\"{b3157d37-0436-4453-aeea-51195c0e7b39}{63}\" style=\"-webkit-tap-highlight-color: transparent; -webkit-user-drag: none; background-color: transparent; color: windowtext; font-kerning: none; font-style: normal; font-weight: normal; margin: 0px 0px 10.6667px; overflow-wrap: break-word; padding: 0px; text-align: left; text-indent: 0px; user-select: text; vertical-align: baseline;\"><span style=\"font-family: Calibri, Calibri_EmbeddedFont, Calibri_MSFontService, sans-serif;\"><span class=\"TextRun SCXW228096396 BCX8 NormalTextRun\" data-contrast=\"auto\" xml:lang=\"EN-US\" lang=\"EN-US\" style=\"-webkit-tap-highlight-color: transparent; -webkit-user-drag: none; font-size: 11pt; font-variant-ligatures: none !important; line-height: 19.425px; margin: 0px; padding: 0px; user-select: text;\">Execute and lead special projects and operating initiatives at the direction of senior leadership, including optimization, integration, and process improvement efforts.</span></span></p></li><li><p class=\"Paragraph SCXW228096396 BCX8\" paraid=\"1799530858\" paraeid=\"{b3157d37-0436-4453-aeea-51195c0e7b39}{63}\" style=\"-webkit-tap-highlight-color: transparent; -webkit-user-drag: none; background-color: transparent; color: windowtext; font-kerning: none; font-style: normal; font-weight: normal; margin: 0px 0px 10.6667px; overflow-wrap: break-word; padding: 0px; text-align: left; text-indent: 0px; user-select: text; vertical-align: baseline;\"><span style=\"font-family: Calibri, Calibri_EmbeddedFont, Calibri_MSFontService, sans-serif;\"><span class=\"TextRun SCXW228096396 BCX8 NormalTextRun\" data-contrast=\"auto\" xml:lang=\"EN-US\" lang=\"EN-US\" style=\"-webkit-tap-highlight-color: transparent; -webkit-user-drag: none; font-size: 11pt; font-variant-ligatures: none !important; line-height: 19.425px; margin: 0px; padding: 0px; user-select: text;\">Lead adoption and optimization of Cetera-approved systems for trading, CRM, reporting, planning, and operations.&nbsp;</span></span></p></li><li><p class=\"Paragraph SCXW228096396 BCX8\" paraid=\"1799530858\" paraeid=\"{b3157d37-0436-4453-aeea-51195c0e7b39}{63}\" style=\"-webkit-tap-highlight-color: transparent; -webkit-user-drag: none; background-color: transparent; color: windowtext; font-kerning: none; font-style: normal; font-weight: normal; margin: 0px 0px 10.6667px; overflow-wrap: break-word; padding: 0px; text-align: left; text-indent: 0px; user-select: text; vertical-align: baseline;\"><span style=\"font-family: Calibri, Calibri_EmbeddedFont, Calibri_MSFontService, sans-serif;\"><span class=\"TextRun SCXW228096396 BCX8 NormalTextRun\" data-contrast=\"auto\" xml:lang=\"EN-US\" lang=\"EN-US\" style=\"-webkit-tap-highlight-color: transparent; -webkit-user-drag: none; font-size: 11pt; font-variant-ligatures: none !important; line-height: 19.425px; margin: 0px; padding: 0px; user-select: text;\">Support enterprise initiatives at the direction of senior leadership, including optimization, integration, and process improvement efforts.&nbsp;</span></span></p></li><li><p class=\"Paragraph SCXW228096396 BCX8\" paraid=\"1799530858\" paraeid=\"{b3157d37-0436-4453-aeea-51195c0e7b39}{63}\" style=\"-webkit-tap-highlight-color: transparent; -webkit-user-drag: none; background-color: transparent; color: windowtext; font-kerning: none; font-style: normal; font-weight: normal; margin: 0px 0px 10.6667px; overflow-wrap: break-word; padding: 0px; text-align: left; text-indent: 0px; user-select: text; vertical-align: baseline;\"><span style=\"font-family: Calibri, Calibri_EmbeddedFont, Calibri_MSFontService, sans-serif;\"><span class=\"TextRun SCXW228096396 BCX8 NormalTextRun\" data-contrast=\"auto\" xml:lang=\"EN-US\" lang=\"EN-US\" style=\"-webkit-tap-highlight-color: transparent; -webkit-user-drag: none; font-size: 11pt; font-variant-ligatures: none !important; line-height: 19.425px; margin: 0px; padding: 0px; user-select: text;\">Develop and review client-facing and internal communications and deliverables as required.</span></span></p></li><li><p class=\"Paragraph SCXW228096396 BCX8\" paraid=\"1799530858\" paraeid=\"{b3157d37-0436-4453-aeea-51195c0e7b39}{63}\" style=\"-webkit-tap-highlight-color: transparent; -webkit-user-drag: none; background-color: transparent; color: windowtext; font-kerning: none; font-style: normal; font-weight: normal; margin: 0px 0px 10.6667px; overflow-wrap: break-word; padding: 0px; text-align: left; text-indent: 0px; user-select: text; vertical-align: baseline;\"><span style=\"font-family: Calibri, Calibri_EmbeddedFont, Calibri_MSFontService, sans-serif;\"><span class=\"TextRun SCXW228096396 BCX8 NormalTextRun\" data-contrast=\"auto\" xml:lang=\"EN-US\" lang=\"EN-US\" style=\"-webkit-tap-highlight-color: transparent; -webkit-user-drag: none; font-size: 11pt; font-variant-ligatures: none !important; line-height: 19.425px; margin: 0px; padding: 0px; user-select: text;\">Perform additional responsibilities consistent with the objectives of the RIA &amp; Branches Channel within Cetera.</span></span></p></li></ul></li></ul><p class=\"Paragraph SCXW228096396 BCX8\" paraid=\"1880583059\" paraeid=\"{b3157d37-0436-4453-aeea-51195c0e7b39}{75}\" style=\"-webkit-tap-highlight-color: transparent; -webkit-user-drag: none; background-color: transparent; color: windowtext; font-kerning: none; font-style: normal; font-weight: normal; margin: 0px 0px 10.6667px; overflow-wrap: break-word; padding: 0px; text-align: left; text-indent: 0px; user-select: text; vertical-align: baseline;\">&nbsp;</p><p class=\"Paragraph SCXW228096396 BCX8\" paraid=\"1880583059\" paraeid=\"{b3157d37-0436-4453-aeea-51195c0e7b39}{75}\" style=\"-webkit-tap-highlight-color: transparent; -webkit-user-drag: none; background-color: transparent; color: windowtext; font-kerning: none; font-style: normal; font-weight: normal; margin: 0px 0px 10.6667px; overflow-wrap: break-word; padding: 0px; text-align: left; text-indent: 0px; user-select: text; vertical-align: baseline;\"><span style=\"font-family: Calibri, Calibri_EmbeddedFont, Calibri_MSFontService, sans-serif;\"><span class=\"TextRun SCXW228096396 BCX8 NormalTextRun\" data-contrast=\"auto\" xml:lang=\"EN-US\" lang=\"EN-US\" style=\"-webkit-tap-highlight-color: transparent; -webkit-user-drag: none; font-size: 11pt; font-variant-ligatures: none !important; line-height: 19.425px; margin: 0px; padding: 0px; user-select: text;\"><strong><u>What You Need to Have:</u>&nbsp;</strong></span></span></p></div><div class=\"ListContainerWrapper SCXW228096396 BCX8\" style=\"-webkit-tap-highlight-color: transparent; -webkit-user-drag: none; margin: 0px; padding: 0px; position: relative; user-select: text;\"><ul><li><p class=\"Paragraph SCXW228096396 BCX8\" paraid=\"1300683748\" paraeid=\"{b3157d37-0436-4453-aeea-51195c0e7b39}{77}\" style=\"-webkit-tap-highlight-color: transparent; -webkit-user-drag: none; background-color: transparent; color: windowtext; font-kerning: none; font-style: normal; font-weight: normal; margin: 0px; overflow-wrap: break-word; padding: 0px; text-align: left; text-indent: 0px; user-select: text; vertical-align: baseline;\"><span style=\"font-family: Calibri, Calibri_EmbeddedFont, Calibri_MSFontService, sans-serif;\"><span class=\"TextRun SCXW228096396 BCX8 NormalTextRun\" data-contrast=\"auto\" xml:lang=\"EN-US\" lang=\"EN-US\" style=\"-webkit-tap-highlight-color: transparent; -webkit-user-drag: none; font-size: 11pt; font-variant-ligatures: none !important; line-height: 19.425px; margin: 0px; padding: 0px; user-select: text;\">Bachelor’s degree in a relevant field.</span></span></p></li></ul></div><div class=\"ListContainerWrapper SCXW228096396 BCX8\" style=\"-webkit-tap-highlight-color: transparent; -webkit-user-drag: none; margin: 0px; padding: 0px; position: relative; user-select: text;\"><ul><li><p class=\"Paragraph SCXW228096396 BCX8\" paraid=\"1236175993\" paraeid=\"{b3157d37-0436-4453-aeea-51195c0e7b39}{79}\" style=\"-webkit-tap-highlight-color: transparent; -webkit-user-drag: none; background-color: transparent; color: windowtext; font-kerning: none; font-style: normal; font-weight: normal; margin: 0px; overflow-wrap: break-word; padding: 0px; text-align: left; text-indent: 0px; user-select: text; vertical-align: baseline;\"><span style=\"font-family: Calibri, Calibri_EmbeddedFont, Calibri_MSFontService, sans-serif;\"><span class=\"TextRun SCXW228096396 BCX8 NormalTextRun\" data-contrast=\"auto\" xml:lang=\"EN-US\" lang=\"EN-US\" style=\"-webkit-tap-highlight-color: transparent; -webkit-user-drag: none; font-size: 11pt; font-variant-ligatures: none !important; line-height: 19.425px; margin: 0px; padding: 0px; user-select: text;\">Minimum of 5 years of experience in wealth management, banking, or financial services, with prior experience as a Senior Financial Advisor, Relationship Manager, Investment Manager, Sales Manager, or Program Manager.</span></span></p></li></ul></div><div class=\"ListContainerWrapper SCXW228096396 BCX8\" style=\"-webkit-tap-highlight-color: transparent; -webkit-user-drag: none; margin: 0px; padding: 0px; position: relative; user-select: text;\"><ul><li><p class=\"Paragraph SCXW228096396 BCX8\" paraid=\"1213195573\" paraeid=\"{b3157d37-0436-4453-aeea-51195c0e7b39}{81}\" style=\"-webkit-tap-highlight-color: transparent; -webkit-user-drag: none; background-color: transparent; color: windowtext; font-kerning: none; font-style: normal; font-weight: normal; margin: 0px; overflow-wrap: break-word; padding: 0px; text-align: left; text-indent: 0px; user-select: text; vertical-align: baseline;\"><span style=\"font-family: Calibri, Calibri_EmbeddedFont, Calibri_MSFontService, sans-serif;\"><span class=\"TextRun SCXW228096396 BCX8 NormalTextRun\" data-contrast=\"auto\" xml:lang=\"EN-US\" lang=\"EN-US\" style=\"-webkit-tap-highlight-color: transparent; -webkit-user-drag: none; font-size: 11pt; font-variant-ligatures: none !important; line-height: 19.425px; margin: 0px; padding: 0px; user-select: text;\">Demonstrated experience providing direct, hands-on oversight of advisors or client-facing teams, ideally in a multi-practice or portfolio environment.</span></span></p></li></ul></div><div class=\"ListContainerWrapper SCXW228096396 BCX8\" style=\"-webkit-tap-highlight-color: transparent; -webkit-user-drag: none; margin: 0px; padding: 0px; position: relative; user-select: text;\"><ul><li><p class=\"Paragraph SCXW228096396 BCX8\" paraid=\"1008273314\" paraeid=\"{b3157d37-0436-4453-aeea-51195c0e7b39}{83}\" style=\"-webkit-tap-highlight-color: transparent; -webkit-user-drag: none; background-color: transparent; color: windowtext; font-kerning: none; font-style: normal; font-weight: normal; margin: 0px; overflow-wrap: break-word; padding: 0px; text-align: left; text-indent: 0px; user-select: text; vertical-align: baseline;\"><span style=\"font-family: Calibri, Calibri_EmbeddedFont, Calibri_MSFontService, sans-serif;\"><span class=\"TextRun SCXW228096396 BCX8 NormalTextRun\" data-contrast=\"auto\" xml:lang=\"EN-US\" lang=\"EN-US\" style=\"-webkit-tap-highlight-color: transparent; -webkit-user-drag: none; font-size: 11pt; font-variant-ligatures: none !important; line-height: 19.425px; margin: 0px; padding: 0px; user-select: text;\">Strong operating mindset with the ability to balance strategic priorities and day-to-day execution.</span></span></p></li></ul></div></div></div><div class=\"SCXW228096396 BCX8\" style=\"-webkit-tap-highlight-color: transparent; -webkit-text-stroke-width: 0px; -webkit-user-drag: none; background-color: rgb(255, 255, 255); color: rgb(0, 0, 0); font-family: &quot;Segoe UI&quot;, &quot;Segoe UI Web&quot;, Arial, Verdana, sans-serif; font-size: 12px; font-style: normal; font-variant-caps: normal; font-variant-ligatures: normal; font-weight: 400; letter-spacing: normal; margin: 0px; orphans: 2; padding: 0px; text-align: start; text-decoration-color: initial; text-decoration-style: initial; text-decoration-thickness: initial; text-indent: 0px; text-transform: none; user-select: text; white-space: normal; widows: 2; word-spacing: 0px;\"><div class=\"ListContainerWrapper SCXW228096396 BCX8\" style=\"-webkit-tap-highlight-color: transparent; -webkit-user-drag: none; margin: 0px; padding: 0px; position: relative; user-select: text;\"><ul><li><p class=\"Paragraph SCXW228096396 BCX8\" paraid=\"658940538\" paraeid=\"{b3157d37-0436-4453-aeea-51195c0e7b39}{85}\" style=\"-webkit-tap-highlight-color: transparent; -webkit-user-drag: none; background-color: transparent; color: windowtext; font-kerning: none; font-style: normal; font-weight: normal; margin: 0px; overflow-wrap: break-word; padding: 0px; text-align: left; text-indent: 0px; user-select: text; vertical-align: baseline;\"><span style=\"font-family: Calibri, Calibri_EmbeddedFont, Calibri_MSFontService, sans-serif;\"><span class=\"TextRun SCXW228096396 BCX8 NormalTextRun\" data-contrast=\"auto\" xml:lang=\"EN-US\" lang=\"EN-US\" style=\"-webkit-tap-highlight-color: transparent; -webkit-user-drag: none; font-size: 11pt; font-variant-ligatures: none !important; line-height: 19.425px; margin: 0px; padding: 0px; user-select: text;\">Excellent leadership, analytical, and problem-solving skills, with the ability to deliver results under tight timelines.</span></span></p></li></ul></div><div class=\"ListContainerWrapper SCXW228096396 BCX8\" style=\"-webkit-tap-highlight-color: transparent; -webkit-user-drag: none; margin: 0px; padding: 0px; position: relative; user-select: text;\"><ul><li><p class=\"Paragraph SCXW228096396 BCX8\" paraid=\"1540613857\" paraeid=\"{b3157d37-0436-4453-aeea-51195c0e7b39}{88}\" style=\"-webkit-tap-highlight-color: transparent; -webkit-user-drag: none; background-color: transparent; color: windowtext; font-kerning: none; font-style: normal; font-weight: normal; margin: 0px; overflow-wrap: break-word; padding: 0px; text-align: left; text-indent: 0px; user-select: text; vertical-align: baseline;\"><span style=\"font-family: Calibri, Calibri_EmbeddedFont, Calibri_MSFontService, sans-serif;\"><span class=\"TextRun SCXW228096396 BCX8 NormalTextRun\" data-contrast=\"auto\" xml:lang=\"EN-US\" lang=\"EN-US\" style=\"-webkit-tap-highlight-color: transparent; -webkit-user-drag: none; font-size: 11pt; font-variant-ligatures: none !important; line-height: 19.425px; margin: 0px; padding: 0px; user-select: text;\">Strong written and verbal communication skills and the ability to influence advisors and cross-functional partners.</span></span></p></li></ul></div><div class=\"ListContainerWrapper SCXW228096396 BCX8\" style=\"-webkit-tap-highlight-color: transparent; -webkit-user-drag: none; margin: 0px; padding: 0px; position: relative; user-select: text;\"><ul><li><p class=\"Paragraph SCXW228096396 BCX8\" paraid=\"1800218443\" paraeid=\"{b3157d37-0436-4453-aeea-51195c0e7b39}{90}\" style=\"-webkit-tap-highlight-color: transparent; -webkit-user-drag: none; background-color: transparent; color: windowtext; font-kerning: none; font-style: normal; font-weight: normal; margin: 0px; overflow-wrap: break-word; padding: 0px; text-align: left; text-indent: 0px; user-select: text; vertical-align: baseline;\"><span style=\"font-family: Calibri, Calibri_EmbeddedFont, Calibri_MSFontService, sans-serif;\"><span class=\"TextRun SCXW228096396 BCX8 NormalTextRun\" data-contrast=\"auto\" xml:lang=\"EN-US\" lang=\"EN-US\" style=\"-webkit-tap-highlight-color: transparent; -webkit-user-drag: none; font-size: 11pt; font-variant-ligatures: none !important; line-height: 19.425px; margin: 0px; padding: 0px; user-select: text;\">Proficiency in Microsoft Office applications.</span></span></p></li></ul></div><div class=\"ListContainerWrapper SCXW228096396 BCX8\" style=\"-webkit-tap-highlight-color: transparent; -webkit-user-drag: none; margin: 0px; padding: 0px; position: relative; user-select: text;\"><ul><li><p class=\"Paragraph SCXW228096396 BCX8\" paraid=\"166286623\" paraeid=\"{b3157d37-0436-4453-aeea-51195c0e7b39}{92}\" style=\"-webkit-tap-highlight-color: transparent; -webkit-user-drag: none; background-color: transparent; color: windowtext; font-kerning: none; font-style: normal; font-weight: normal; margin: 0px; overflow-wrap: break-word; padding: 0px; text-align: left; text-indent: 0px; user-select: text; vertical-align: baseline;\"><span style=\"font-family: Calibri, Calibri_EmbeddedFont, Calibri_MSFontService, sans-serif;\"><span class=\"TextRun SCXW228096396 BCX8 NormalTextRun\" data-contrast=\"auto\" xml:lang=\"EN-US\" lang=\"EN-US\" style=\"-webkit-tap-highlight-color: transparent; -webkit-user-drag: none; font-size: 11pt; font-variant-ligatures: none !important; line-height: 19.425px; margin: 0px; padding: 0px; user-select: text;\">Active FINRA licenses: Series 7 and Series 66 (or Series 63 &amp; 65), and Life &amp; Health state insurance licenses.</span></span></p></li></ul></div><div class=\"ListContainerWrapper SCXW228096396 BCX8\" style=\"-webkit-tap-highlight-color: transparent; -webkit-user-drag: none; margin: 0px; padding: 0px; position: relative; user-select: text;\"><ul><li><p class=\"Paragraph SCXW228096396 BCX8\" paraid=\"1467168484\" paraeid=\"{b3157d37-0436-4453-aeea-51195c0e7b39}{94}\" style=\"-webkit-tap-highlight-color: transparent; -webkit-user-drag: none; background-color: transparent; color: windowtext; font-kerning: none; font-style: normal; font-weight: normal; margin: 0px; overflow-wrap: break-word; padding: 0px; text-align: left; text-indent: 0px; user-select: text; vertical-align: baseline;\"><span style=\"font-family: Calibri, Calibri_EmbeddedFont, Calibri_MSFontService, sans-serif;\"><span class=\"TextRun SCXW228096396 BCX8 NormalTextRun\" data-contrast=\"auto\" xml:lang=\"EN-US\" lang=\"EN-US\" style=\"-webkit-tap-highlight-color: transparent; -webkit-user-drag: none; font-size: 11pt; font-variant-ligatures: none !important; line-height: 19.425px; margin: 0px; padding: 0px; user-select: text;\">Series 24 license preferred.</span></span></p></li></ul><p class=\"Paragraph SCXW228096396 BCX8\" paraid=\"1467168484\" paraeid=\"{b3157d37-0436-4453-aeea-51195c0e7b39}{94}\" style=\"-webkit-tap-highlight-color: transparent; -webkit-user-drag: none; background-color: transparent; color: windowtext; font-kerning: none; font-style: normal; font-weight: normal; margin: 0px; overflow-wrap: break-word; padding: 0px; text-align: left; text-indent: 0px; user-select: text; vertical-align: baseline;\">&nbsp;</p><p class=\"Paragraph SCXW228096396 BCX8\" paraid=\"1467168484\" paraeid=\"{b3157d37-0436-4453-aeea-51195c0e7b39}{94}\" style=\"-webkit-tap-highlight-color: transparent; -webkit-user-drag: none; background-color: transparent; color: windowtext; font-kerning: none; font-style: normal; font-weight: normal; margin: 0px; overflow-wrap: break-word; padding: 0px; text-align: left; text-indent: 0px; user-select: text; vertical-align: baseline;\"><span style=\"font-family: Calibri, Calibri_EmbeddedFont, Calibri_MSFontService, sans-serif;\"><span class=\"TextRun SCXW228096396 BCX8 NormalTextRun\" data-contrast=\"auto\" xml:lang=\"EN-US\" lang=\"EN-US\" style=\"-webkit-tap-highlight-color: transparent; -webkit-user-drag: none; font-size: 11pt; font-variant-ligatures: none !important; line-height: 19.425px; margin: 0px; padding: 0px; user-select: text;\"><strong>Travel:</strong> Up to 30%</span><span class=\"EOP SCXW228096396 BCX8\" data-ccp-props=\"{}\" style=\"-webkit-tap-highlight-color: transparent; -webkit-user-drag: none; font-size: 11pt; line-height: 19.425px; margin: 0px; padding: 0px; user-select: text;\">&nbsp;</span></span></p><p class=\"Paragraph SCXW228096396 BCX8\" paraid=\"1467168484\" paraeid=\"{b3157d37-0436-4453-aeea-51195c0e7b39}{94}\" style=\"-webkit-tap-highlight-color: transparent; -webkit-user-drag: none; background-color: transparent; color: windowtext; font-kerning: none; font-style: normal; font-weight: normal; margin: 0px; overflow-wrap: break-word; padding: 0px; text-align: left; text-indent: 0px; user-select: text; vertical-align: baseline;\">&nbsp;</p><p class=\"Paragraph SCXW228096396 BCX8\" paraid=\"1467168484\" paraeid=\"{b3157d37-0436-4453-aeea-51195c0e7b39}{94}\" style=\"-webkit-tap-highlight-color: transparent; -webkit-user-drag: none; background-color: transparent; color: windowtext; font-kerning: none; font-style: normal; font-weight: normal; margin: 0px; overflow-wrap: break-word; padding: 0px; text-align: left; text-indent: 0px; user-select: text; vertical-align: baseline;\">&nbsp;</p><p class=\"Paragraph SCXW228096396 BCX8\" paraid=\"1467168484\" paraeid=\"{b3157d37-0436-4453-aeea-51195c0e7b39}{94}\" style=\"-webkit-tap-highlight-color: transparent; -webkit-user-drag: none; background-color: transparent; color: windowtext; font-kerning: none; font-style: normal; font-weight: normal; margin: 0px; overflow-wrap: break-word; padding: 0px; text-align: left; text-indent: 0px; user-select: text; vertical-align: baseline;\"><span style=\"font-family: Calibri, Calibri_EmbeddedFont, Calibri_MSFontService, sans-serif;\"><span class=\"EOP SCXW228096396 BCX8\" data-ccp-props=\"{}\" style=\"-webkit-tap-highlight-color: transparent; -webkit-user-drag: none; font-size: 11pt; line-height: 19.425px; margin: 0px; padding: 0px; user-select: text;\">#LI-Hybrid&nbsp;</span></span></p></div></div>",
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    "CorporateDescriptionStr": "<p></p>\n<p></p>\n<p>About Us</p>\n<p><b>What we give you in return:</b></p>\n<p>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:</p>\n<ul style=\"margin-top:0in\">\n <li>Inclusive health, dental, vision and life insurance plans built to support diverse lifestyles, offer preventative care, and protect against hardship.</li>\n <li>Easy access to mental health benefits to meet our team members and their families where they are.</li>\n <li>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.</li>\n <li>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.</li>\n <li>Paid parental leave to support all team members with birth, adoption, and foster.</li>\n <li>Health Savings and Flexible Spending Account options to help you save money on healthcare, daycare, commuting, and more.</li>\n <li>Employee Assistance Program (EAP), LifeLock, Pet Insurance and more.</li>\n</ul>\n<p><b>About Cetera Financial Group:</b></p>\n<p><a href=\"https://cetera.com/\" target=\"_blank\" rel=\"nofollow\">Cetera Financial Group</a>® (\"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.</p>\n<p>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.</p>\n<p>\"<a href=\"https://www.cetera.com/about-us\" target=\"_blank\" rel=\"nofollow\">Cetera Financial Group</a>\" refers to the network of independent retail firms encompassing, among others,&nbsp;<a href=\"https://www.ceteraadvisornetworks.com/welcome\" target=\"_blank\" rel=\"nofollow\">Cetera Advisors LLC</a>,&nbsp;<a href=\"https://www.ceteraadvisornetworks.com/welcome\" target=\"_blank\" rel=\"nofollow\">Cetera Wealth Services LLC</a>&nbsp;(f/k/a Cetera Advisor Networks),&nbsp;Cetera Investment Services LLC (marketed as <a href=\"https://www.cetera.com/firms/cetera-financial-institutions\" target=\"_blank\" rel=\"nofollow\">Cetera Financial Institutions,</a>&nbsp;or&nbsp;<a href=\"https://www.cetera.com/firms/cetera-financial-specialists\" target=\"_blank\" rel=\"nofollow\">Cetera Investors</a>. All firms are members FINRA/SIPC.</p>\n<p><i>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.</i></p>\n<p><b><i>Agencies please note</i></b><i>: 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.</i></p>\n<p>Please review our&nbsp;<a href=\"https://www.cetera.com/uploads/07/12/workforce_privacy_policy.pdf\" target=\"_blank\" rel=\"nofollow\">Workforce Privacy Policy</a>&nbsp;for further details on what information we collect and the purposes for collection.</p>",
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