Channel Shared Services Engagement Leader

The Channel Shared Services Engagement Leader serves as a strategic partner to the Financial Institution Channel Leader and Senior Leadership Team, driving alignment, execution of growth priorities, and coordination across Shared Services, Sales Enablement, Strategy & Solutions, and Operations. Enhances client engagement and communication while ensuring disciplined delivery of programs, initiatives, and events.

Leads Channel Council governance, including charter updates, agenda development, and follow-through on priorities, and supports collaboration across regions. Owns coordination of key programs (e.g., NNA Bonus, succession planning, training, and events) and champions a seamless onboarding and transition experience for new advisors and FI programs through cross-functional partnership.

Responsibilities:
Engagement & Communications
•    Partner with Senior Leadership, Chief of Staff, and Marketing/Communications to design and execute a cohesive communication strategy aligned to FI channel priorities.
•    Manage and prioritize distribution of channel communications to ensure clarity, sequencing, and impact.
•    Support development and delivery of targeted content, messaging, and engagement plans to drive advisor adoption of programs, tools, and initiatives.

Shared Services Delivery & Partnerships
•    Lead coordination and service delivery across Shared Services, Sales Enablement, Strategy & Solutions, and Operations, ensuring clear ownership, timelines, and accountability.
•    Act as liaison between Channel/Community Leadership and enterprise partners to drive alignment and resolve issues.
•    Establish governance, escalation, and operating cadences to ensure service excellence and consistent execution.
•    Support cross-functional initiatives and process improvements, tracking progress and ensuring delivery against milestones.
•    Drive transition governance across Recruiting, Growth Operations, Transitions, and Operations to ensure readiness, accountability, and seamless execution.

Events, Meetings & Community Forums
•    Partner with leadership and Events/Marketing teams to plan and execute messaging, content, and agendas for key events and meetings.
•    Lead execution of study groups, advisor boards, and community forums, ensuring effective planning, delivery, and follow-through.
•    Manage Channel Council governance, including charters, agendas, and execution of priorities and action items.
•    Build and scale the regional study group framework, including cadence, participation, content, and outcomes.

Execution & Resource Management
•    Partner with Channel Leadership to prioritize initiatives, align resources, and manage competing priorities.
•    Support strategic planning by coordinating inputs, surfacing insights, and driving execution against key objectives.
•    Lead continuous improvement of onboarding and transition processes, identifying gaps and coordinating cross-functional enhancements.
•    Oversee administration of key programs (e.g., NNA Bonus, succession planning), ensuring governance, coordination, and timely execution.
•    Coordinate leadership engagement across regions and ensure appropriate follow-through on initiatives.

Required Qualifications:
•    Bachelor's degree or equivalent experience
•    15+ years in relationship and/or sales management experience
•    Demonstrated ability to translate business priorities into actionable plans, drive alignment, and execute across multiple teams and initiatives.
•    Strong stakeholder management skills across functions such as Operations, Marketing, Sales Enablement, and Strategy.
•    Experience developing and tracking KPIs, scorecards, and performance metrics to assess business outcomes and drive continuous improvement.

Preferred Qualifications:
•    FINRA licenses (e.g. Series 7, 66, SIE) preferred 
•    Strong understanding of financial advisor ecosystems, broker-dealer environments, or FI channel dynamics. 
•    Experience supporting advisor engagement, growth initiatives, and field adoption of programs/tools.

Travel Requirements:
Travel up to 30% based on strategic engagements with program leadership, advisors, councils, study groups, Cetera events, Industry conferences, and leadership meetings.

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