Job Description:

Cetera Retirement Plan Solutions (CRPS) is an organization focused solely on supporting the growth of our network of financial professionals' retirement plan businesses, we have several in-house solutions that help streamline their books of business and to encourage growth. All of these solutions are built around a Plan Advice and Consulting Program (PACP), which is the foundation and baseline for all our additional solutions and services.The Senior Manager, Retirement Plan Solutions is a key leader of a team of analysts who manage and support the day-to-day functions of the PACP program, as well as ongoing, continuous improvement projects. This individual is also responsible for project management for the buildout of larger projects and initiatives that align with our strategic vision of helping make retirement plans easy for our financial professionals to work with.What you will do:Platform Management - responsible for the core functions of the Consulting programs, including, but not limited to:Ownership of the client agreements, and ensuring that as industry and regulations change, the agreements continue to align, and continue to be easy to useMaintenance and continual optimization of the corresponding compensation flow, which includes ongoing oversight of workflows across dozens of outside providers and aligning similarities where possibleOversight of team service levels including volume, quality, and quantityEstablish and maintain quality control, and team individual team feedback and coachingExperience with load-balancing work across team members based on individual capacity and capabilitiesData integrity, including reconciliation across systems (do the RK systems match the agreements we have in place?)Team metrics - responsible for maintaining well-established team gearing ratios to anticipate planning for FTE needs as sales increase and volume grow.Service levels at or above expected metricsConstant eye towards improvements and efficienciesResponsible for working with legal, compliance, and other managers and leaders within the organization to support the consulting programs and to balance both compliance of the program as well as ease of use.Team Management - responsible for managing a highly engaged and dynamic analyst team, including performance monitoringevaluation, work productquality, employee engagement and satisfaction, and career development.Project Management - responsible for both smaller process improvements, as well as the buildout of larger efforts and initiatives, in a methodical, well-documented fashion, in collaboration with other team leaders.New efforts need to align with existing workflows, programs, and services - so there is a cohesiveness to our overall service offeringManaging prioritization so that updates and changes are planned for and implemented in a coordinated, methodical fashionWhat you need to have:Bachelor's DegreeSeries 7, 6566, and relevant industry designations (AIF, CRPS, C(k)P, etc)Microsoft Office (required), Salesforce (preferred)Ideal candidate will have 10+ years of experience in a role within a brokerdealer andor recordkeeping dustry expertise demonstrated by strong familiarity with all the 35+ major retirement plan recordkeeperscustodians.Existing relationships with the RK providers, and their key leadersAbility to influence change to enable workflow and ease of use for clients with these outside providers (direct business)Knowledge of the regulatory environment, FINRA, SEC, and DOL rules and regulations, primarily as it relates to ERISA business, but also how the rules tie to individual business (rollovers, etc.)Be able to travel to conferences and industry events (up to 25% of role), assuming travel restrictions are lifted.Excellent verbal and written communication skills.Team player who works well in groups, and values transparency and keeping others informed regarding progress and statusAptitude and ability to recognize opportunities with peers and other teams, in order for retirement plan consulting to continue to be more integrated as part of the advisors' overall advice-centric experience.Example: seeing similaritiesdifferences across systems and teams so as to find opportunities to align and to "speak the same language" with peers and other teams in support of our programsExample: seeing patterns where workflows can be optimized in order to provide a highly seamless experience for financial professionals despite most systems being "outside" of Cetera, and finding appropriate times to prioritize the effort, especially if other teams are impactedWork well in groups and have good problem-solving skills.CRPS is a fast-growing dynamic division. Individuals will need to have good problem-solving skills, be able to multi-task, and to adjust quickly to the changing environment. Compensation:The base annual salary range for this role is $140k to $165k, 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.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 hardshipEasy access to mental health benefits to meet our team members and their families where they are20+ days of paid time off (PTO), paid holidays, and 2 days of paid volunteer time off (VTO) to give our employees the time they need to stay close with their loved ones, recharge, and give back to their communities401(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 yearsPaid parental leave to support all team members with birth, adoption, and fosterHealth Savings and Flexible Spending Account options to help you save money on healthcare, daycare, commuting, and moreEmployee Assistance Program (EAP), LifeLock, Pet Insurance and moreAbout 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, Cetera Financial Specialists, and First Allied Securities.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 andor mental disability, medical condition, pregnancy, genetic characteristics, religion, religious dress andor grooming, gender, gender identity, gender expression, sexual orientation, marital status, U.S. military status, political affiliation, or any other class protected by state andor 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.