High Net Worth Case Manager

The Hight Net Worth Case Manager will be responsible for fielding high-net worth opportunities from outside advisors broadly, and serving as a project manager during the sales process with the prospective client and their advisor. The Case Manager will liaise between the advisor and their respective client, and the multiple groups within Cetera that could help facilitate the onboarding of the prospect into the Cetera ecosystem. This is a hybrid role, 2 days weekly in office. Candidates must be located near an office hub.Responsibilities:Liaise between advisors and high-net worth solutions team to project manage incoming opportunitiesCommunicate with advisors to understand the nature of the opportunity, and the products/services likely needed by the prospective clientInform high-net worth solutions team as to the opportunities' status, and action planPerform periodic outreach to Growth Managers to see if there are high-net worth opportunities to pursueAssist high-net worth team in creating presentation materials for individual prospectsCreate high-net worth Solutions marketing collateral to inform Advisors and Growth teamsMaintain high-net worth pipeline report to monitor progress against high-net worth goals and objectivesTag-team with Head of HNW Solutions to increase the visibility and reach of the high-net worth solutions team across Cetera broadlyRequirements:Bachelor's degree or equivalent education and experienceMinimum 3-5 years related experience with high-net worth clients, financial services, estate planning, or trustAble to serve in a project management capacity, ensuring seamless coordination between relevant partiesExcellent people skills, with an accommodative and user-friendly attitude towards serving the needs of othersDetail-oriented, and able to think ahead with respect to possible needs of the clientAble to run a tight process with no lapses in coordination or schedulingExcellent communicator, who ensures that parties are kept informed and current as to status and next stepsHave reasonable working knowledge of the needs of high-net worth clients, including investment mgmt., estate and tax planning, trust structures (does not need to be the architect or the expert)Excellent presence and decorum, to exude confidence and responsibilityFamiliarity with the Cetera organization is strongly preferredCompensation: The base annual salary range for this role is $110,0000 - $130,0000, 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 UsWhat 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 day 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,and Cetera Financial Specialists.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.Please review our Workforce Privacy Policy for further details on what information we collect and the purposes for collection.

Created: 2025-02-19