Corporate Strategy & Finance Manager

As a Strategic Analysis Manager, you will partner with business leaders across the organization to support topline growth, optimize the cost structure, and drive efficiencies that maximize enterprise value. This is a hybrid role.

What You Will Do:

Drive strategic financial decision-making by delivering actionable insights on pricing strategy, advisor recruitment and acquisition modeling, margin optimization, revenue leakage, and growth opportunities across business lines. Examples Include:

• Pershing and NFS contract negotiations
• Advisory program design and pricing initiatives
• Direct-to-platform strategy and comparative economics across the multi-channel offering
• Margin sensitivity analysis as a core feature (e.g. market impact on fee compression, etc.)

Deliver high-impact, data-driven insights to inform and accelerate corporate strategies focused on key performance indicators (KPIs.) Examples Include:

• Advisor and client profitability and segmentation; lifetime value of advisors and investors; advisor engagement including technology, marketing, etc.
• Advisor ‘at-risk’ metrics and succession pipeline
• OPEX/Cost to serve analysis for unit economics; true on platform vs. off platform performance
• Implement guided analytics approach to increase value and ease of communication of results and replace certain Tableau reports.

Support the annual strategic planning process, partnering with executive leadership to define long-term growth objectives, assess market opportunities, and align financial resources with strategic priorities.

Create best-in-class economic model(s) to support strategic corporate decision making, emphasizing sustainability, accuracy, timeliness, and completeness. Examples Include:

• Integration of acquired businesses and product adjacencies into the core, economic data model to understand organic growth, right-size recruitment and M&A assumptions, and drive investment into the highest margin categories
• Increase timeliness, accuracy, and depth of reporting capabilities. Expand unit economics into advisor profitability and product profitability through filtering capabilities.

What You Need to Have:

• Bachelor's degree in finance or a related field. MBA preferred.
• A minimum of 5+ years of experience within finance or accounting.
• Proven ability to distill complex financial data into strategic insights that influence executive decision-making and drive long-term value creation.
• Ability to recognize the fundamental underlying drivers of Cetera’s financial success eliminate the ‘noise’ that interferes with effective analysis.
• Effective communication skills; the ability to condense complex data sets and models into manageable messaging, creating recommendations or options for senior leaders.
• Experience with financial modelling: including forecasting and budgeting, revenue or margin analysis, vendor review, sensitivity analysis, cash flow analysis, project planning.

What's Nice to have:

• Familiarity with data modelling and visualization tools, such as Alteryx, etc.
• Knowledge of finance and accounting concepts required.
• Familiarity with financial instruments and the wealth management space preferred.
• Ability to work in a team environment in an organization with many remote employees.

Travel Requirements: As required

Compensation:

The base annual salary range for this role is $99,000 to $134,000, 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.

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.

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