Cetera Financial Group
Overview
Cetera is seeking a strategic and experienced leader to lead the Client Success strategy within our Digital Solutions and RIA Blueprint business. Reporting to the Managing Director of Digital Solutions, this role will be responsible for delivering an exceptional advisor experience across the entire client lifecycle—from onboarding and activation to long-term engagement and retention. Responsibilities
Develop and evolve a client strategy framework for resolving issues that adapts to advisor feedback and market conditions while maintaining alignment with enterprise objectives Build trusted relationships with advisors and firm stakeholders by developing a feedback-rich, collaborative engagement model Launch and lead client feedback loops, executive councils, and listening forums to continuously assess advisor satisfaction, adoption, and long-term engagement Collect and document advisor feedback through regular touchpoints, strategic planning sessions, and structured listening programs Collaborate with internal teams including Digital Solutions, RIA Blueprint, Solutions for Financial Advisors, Data & Analytics, Finance, Legal, Marketing, Product, Technology, Compliance to align client feedback with business strategy and product roadmap Translate advisor insights into actionable strategies for improving platform adoption, resource delivery, and client satisfaction Develop and manage success metrics focused on satisfaction across each stage of the advisor lifecycle, retention rates, and referral activity Identify trends across the RIA Blueprint advisor community to proactively recommend improvements to onboarding, service delivery, and platform engagement models Drive strategic planning and reporting cycles for the client success function, tying advisor feedback and experience outcomes to platform growth and retention goals What you need to have
Minimum of 15 years of experience in client success, strategic relationship management, or advisory services within the RIA or fintech industry Strong background in engaging and supporting financial advisors or institutional clients across complex lifecycles Proven ability to engage directly with advisors and firm executives to uncover needs, guide strategy, and drive long-term loyalty Deep understanding of the RIA ecosystem, including trends, challenges, and opportunities related to advisor growth, onboarding, and retention Track record of leading cross-functional initiatives tied to post-sale experience, platform adoption, or client advocacy Track record of building and managing enterprise-level client success teams, with clear outcomes tied to satisfaction, referral growth, and lifetime value Demonstrated success aligning cross-functional teams around the advisor experience, including product, marketing, operations, legal, and compliance Proficiency in Salesforce, Gainsight, Tableau, Excel, and other tools that enable experience tracking and insight generation Clear and compelling communicator with the ability to influence at all levels—internally and externally Comfortable operating in a fast-paced, client-driven environment with a deep focus on service, agility, and impact Compensation
The base annual salary range for this role is $189,000 to $249,000, 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. #LI-Hybrid
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Cetera is seeking a strategic and experienced leader to lead the Client Success strategy within our Digital Solutions and RIA Blueprint business. Reporting to the Managing Director of Digital Solutions, this role will be responsible for delivering an exceptional advisor experience across the entire client lifecycle—from onboarding and activation to long-term engagement and retention. Responsibilities
Develop and evolve a client strategy framework for resolving issues that adapts to advisor feedback and market conditions while maintaining alignment with enterprise objectives Build trusted relationships with advisors and firm stakeholders by developing a feedback-rich, collaborative engagement model Launch and lead client feedback loops, executive councils, and listening forums to continuously assess advisor satisfaction, adoption, and long-term engagement Collect and document advisor feedback through regular touchpoints, strategic planning sessions, and structured listening programs Collaborate with internal teams including Digital Solutions, RIA Blueprint, Solutions for Financial Advisors, Data & Analytics, Finance, Legal, Marketing, Product, Technology, Compliance to align client feedback with business strategy and product roadmap Translate advisor insights into actionable strategies for improving platform adoption, resource delivery, and client satisfaction Develop and manage success metrics focused on satisfaction across each stage of the advisor lifecycle, retention rates, and referral activity Identify trends across the RIA Blueprint advisor community to proactively recommend improvements to onboarding, service delivery, and platform engagement models Drive strategic planning and reporting cycles for the client success function, tying advisor feedback and experience outcomes to platform growth and retention goals What you need to have
Minimum of 15 years of experience in client success, strategic relationship management, or advisory services within the RIA or fintech industry Strong background in engaging and supporting financial advisors or institutional clients across complex lifecycles Proven ability to engage directly with advisors and firm executives to uncover needs, guide strategy, and drive long-term loyalty Deep understanding of the RIA ecosystem, including trends, challenges, and opportunities related to advisor growth, onboarding, and retention Track record of leading cross-functional initiatives tied to post-sale experience, platform adoption, or client advocacy Track record of building and managing enterprise-level client success teams, with clear outcomes tied to satisfaction, referral growth, and lifetime value Demonstrated success aligning cross-functional teams around the advisor experience, including product, marketing, operations, legal, and compliance Proficiency in Salesforce, Gainsight, Tableau, Excel, and other tools that enable experience tracking and insight generation Clear and compelling communicator with the ability to influence at all levels—internally and externally Comfortable operating in a fast-paced, client-driven environment with a deep focus on service, agility, and impact Compensation
The base annual salary range for this role is $189,000 to $249,000, 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. #LI-Hybrid
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