Cetera Financial Group
Job Description
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.
This individual will serve as a trusted partner to advisors and firm leaders, working closely with them to gather insights, refine platform delivery, and ensure that the RIA Blueprint experience evolves in step with advisor needs. The role requires a deep understanding of the advisor journey, a proactive mindset, and a proven ability to translate strategic feedback into operational and product improvements.
Key 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 Range: 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
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.
Please review our Workforce Privacy Policy for further details on what information we collect and the purposes for collection.
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.
This individual will serve as a trusted partner to advisors and firm leaders, working closely with them to gather insights, refine platform delivery, and ensure that the RIA Blueprint experience evolves in step with advisor needs. The role requires a deep understanding of the advisor journey, a proactive mindset, and a proven ability to translate strategic feedback into operational and product improvements.
Key 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 Range: 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
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.
Please review our Workforce Privacy Policy for further details on what information we collect and the purposes for collection.