Retirement Plan Solutions Product Manager

Job Description

The Retirement Plan Solutions Team is seeking an experienced individual dedicated to leading the activities associated with facilitating our advisors' opportunities with the various individually-controlled product solutions available in the tax exempt marketplace.

Cetera is prioritizing how we enable our advisors to effectively help American workers with their employer sponsored retirement plans and accounts, and it is critical that we have expertise specific to the tax exempt marketplace.

This is a unique opportunity to serve an integral role on a team tasked with shaping the industry's future, in alignment with Cetera's Workplace & Retirement strategic vision in enabling greater retirement security for all American workers.

We are currently seeking an experienced, curious, and practical Tax Exempt Retirement Solutions Product Manager to add to our team.

What you will do :

• Overall Product Management of solutions available in the tax exempt marketplace
• In-house expert to own end-to-end execution of individually controlled 403b / 547 business
• Partner with Due Diligence, Product Solutions, and other teams to identify and inventory the product set available across the individually controlled tax exempt marketplace and maintain appropriately within the firms' approved products listing.
• Determine and manage rules of engagement across the range of broker dealer and RIA options available via the approved annuity and custodial vendors
• Responsible for creating and maintaining workflows and rules of engagement, including documentation and guides that point to the correct client agreements, so advisors are effectively enabled to work with employees in tax exempt organizations across the spectrum of fee based, solicitor based, and commission based opportunities
• Proactively identify program gaps and bring forward thoughtful recommendations in collaboration with our internal teams for prioritization
• Manage pipeline of enhancements and projects, and drive project work if necessary
• Partner with data team(s) to build and maintain reporting, including success metrics to various stakeholders and leadership
• Vendor and Partner Management :
• Manage relationships with third-party program vendors, recordkeepers, investment product sponsors, TAMPs / TPMMs / TPAMs, and other partners
• Responsible for accurate reporting from third-party program vendors, RK's, and partners
• Training and Education :
• Ownership of the development and maintenance of advisor-facing materials (marketing material, FAQs, job aids, etc.)
• Responsible for advisor conversations, including escalations, as well as day to day activities in support of this business line, in alignment with written documentation and FAQ's
• Serves as the team's subject matter expert on participant level tax exempt product solutions, and acts as an internal point of education and escalation for sales, service and support teams

What you need to have :

• Undergraduate degree from a four-year college or university
• 5-7 years of experience in financial services industry
• At least 3-5 years of experience and familiarity with investment options available in the tax exempt marketplace (both annuity and custodial solutions;

sometimes known as vendor options or payroll slots).

• Strong understanding of the rules of engagement for broker / dealers and RIA's who have opportunities with tax exempt employees, including experience working directly with advisors in that marketplace
• Securities licenses (Series 6, 7, 24, 63 / 65, 66)

Compensation :

The base annual salary range for this role is $100,000 to $130,000, 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, 1 paid wellness day and 1 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 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, 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 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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