Cetera Financial Group
Senior Sales Enablement Manager
– Sales Enablement & GTM Strategy & Optimization We are establishing a new centralized Sales Enablement (SE) function at Cetera Financial Group, and this is an exciting opportunity to join as a founding team member. In this role you will shape the strategy, infrastructure, processes, and programs that will drive revenue growth across the organization. You will collaborate with Sales, Marketing, Product, and Technology teams to design, implement, and coordinate enablement initiatives that deliver the right solutions to the right advisors at the right time. This position requires an analytical thinker who thrives on using data to drive decisions, loves to learn, and is enthusiastic about continuous improvement and cross‑functional collaboration.
Responsibilities
Partner with the Head of Sales Enablement and team to develop and execute the Sales Enablement strategy and roadmap, while ensuring alignment with company objectives.
Use analytics and reporting to identify insights, form action plans, and measure enablement impact.
Work with Technology partners to optimize the enablement technology stack (Salesforce, sales engagement tools, etc.) and ensure adoption.
Create and maintain sales/GTM playbooks, competitive intelligence, and messaging frameworks in partnership with Marketing and Product teams.
Lead large cross‑functional initiatives that drive change and improve sales productivity.
Support Go‑to‑Market planning and execution in collaboration with Sales, Marketing, and Product teams.
Design and deliver knowledge management and communications programs for Sales and GTM teams that allow them to access the information they need when they need it most.
Oversee content management systems and ensure effective communication of enablement resources.
Foster a culture of learning, adaptability, and continuous improvement across the sales organization.
Required Knowledge, Skills, and Abilities
Curiosity more than anything else.
Value diversity in any sense of the word.
Comfortable with ambiguity; talent in bringing “method to madness.”
Demonstrated success in building, scaling, and/or implementing new things to enable sales.
Authentic leadership.
Change agent.
Proven ability to manage large, complex, cross‑functional projects.
Enjoy collaboration and learning.
Excellent writing and communication skills.
Ability to describe your unique value and ideas for helping this new team’s mission.
Persuasive communication skills and the ability to influence senior stakeholders across reporting lines.
Some portion or combination of the following:
Proficiency with Salesforce and experience with other leading enablement tools.
Experience or familiarity with enhancing sales experience with AI, analytics, and/or other digital tools.
Advanced analytical skills with experience using data to drive insights and decision‑making; ability to use Tableau, ThoughtSpot, advanced Excel, and/or other data programs a major plus.
Experience building or managing knowledge management programs to ensure customer‑facing people can access the right information at the right time.
Talented storyteller and executive‑level PowerPoint presentation skills.
Desired Knowledge, Skills, and Abilities
FINRA Series 7, 66 (or 63 & 65) and /or 24 FINRA Licenses desired.
Financial services experience strongly preferred, particularly at premier customer‑centric firms.
Strong program delivery or program/product management experience.
Relationship‑building.
Minimum Required Education & Experience
Bachelor’s Degree and advanced degrees appreciated.
7+ years of progressively successful experience in Sales Enablement, Sales Operations, or applicable roles.
Travel Requirements Variable depending on workload composition and episodic events, with spikes up to ~50% for specific stakeholder research and shadowing, Cetera events, in‑person planning meetings, and in‑person program delivery and GTM training sessions, etc.
Compensation The salary range for this role is $117,000 – $185,000, plus competitive performance‑based bonus. Compensation packages are based on a wide array of factors unique to each candidate, including but not limited to skill set, years and depth of experience, certifications, and specific office location. Compensation ranges may differ in differing locations due to cost of labor considerations.
Benefits
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.
Equal Employment Opportunity Cetera Financial Group is committed to providing an equal employment opportunity for all applicants and employees. 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.
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– Sales Enablement & GTM Strategy & Optimization We are establishing a new centralized Sales Enablement (SE) function at Cetera Financial Group, and this is an exciting opportunity to join as a founding team member. In this role you will shape the strategy, infrastructure, processes, and programs that will drive revenue growth across the organization. You will collaborate with Sales, Marketing, Product, and Technology teams to design, implement, and coordinate enablement initiatives that deliver the right solutions to the right advisors at the right time. This position requires an analytical thinker who thrives on using data to drive decisions, loves to learn, and is enthusiastic about continuous improvement and cross‑functional collaboration.
Responsibilities
Partner with the Head of Sales Enablement and team to develop and execute the Sales Enablement strategy and roadmap, while ensuring alignment with company objectives.
Use analytics and reporting to identify insights, form action plans, and measure enablement impact.
Work with Technology partners to optimize the enablement technology stack (Salesforce, sales engagement tools, etc.) and ensure adoption.
Create and maintain sales/GTM playbooks, competitive intelligence, and messaging frameworks in partnership with Marketing and Product teams.
Lead large cross‑functional initiatives that drive change and improve sales productivity.
Support Go‑to‑Market planning and execution in collaboration with Sales, Marketing, and Product teams.
Design and deliver knowledge management and communications programs for Sales and GTM teams that allow them to access the information they need when they need it most.
Oversee content management systems and ensure effective communication of enablement resources.
Foster a culture of learning, adaptability, and continuous improvement across the sales organization.
Required Knowledge, Skills, and Abilities
Curiosity more than anything else.
Value diversity in any sense of the word.
Comfortable with ambiguity; talent in bringing “method to madness.”
Demonstrated success in building, scaling, and/or implementing new things to enable sales.
Authentic leadership.
Change agent.
Proven ability to manage large, complex, cross‑functional projects.
Enjoy collaboration and learning.
Excellent writing and communication skills.
Ability to describe your unique value and ideas for helping this new team’s mission.
Persuasive communication skills and the ability to influence senior stakeholders across reporting lines.
Some portion or combination of the following:
Proficiency with Salesforce and experience with other leading enablement tools.
Experience or familiarity with enhancing sales experience with AI, analytics, and/or other digital tools.
Advanced analytical skills with experience using data to drive insights and decision‑making; ability to use Tableau, ThoughtSpot, advanced Excel, and/or other data programs a major plus.
Experience building or managing knowledge management programs to ensure customer‑facing people can access the right information at the right time.
Talented storyteller and executive‑level PowerPoint presentation skills.
Desired Knowledge, Skills, and Abilities
FINRA Series 7, 66 (or 63 & 65) and /or 24 FINRA Licenses desired.
Financial services experience strongly preferred, particularly at premier customer‑centric firms.
Strong program delivery or program/product management experience.
Relationship‑building.
Minimum Required Education & Experience
Bachelor’s Degree and advanced degrees appreciated.
7+ years of progressively successful experience in Sales Enablement, Sales Operations, or applicable roles.
Travel Requirements Variable depending on workload composition and episodic events, with spikes up to ~50% for specific stakeholder research and shadowing, Cetera events, in‑person planning meetings, and in‑person program delivery and GTM training sessions, etc.
Compensation The salary range for this role is $117,000 – $185,000, plus competitive performance‑based bonus. Compensation packages are based on a wide array of factors unique to each candidate, including but not limited to skill set, years and depth of experience, certifications, and specific office location. Compensation ranges may differ in differing locations due to cost of labor considerations.
Benefits
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.
Equal Employment Opportunity Cetera Financial Group is committed to providing an equal employment opportunity for all applicants and employees. 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.
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