Home Office Visit Manager

Cetera Financial Group (CFG) is seeking a Home Office Visit Manager who will be responsible for managing the Home Office Visit stage of Cetera’s advisor practice and recruiting function, working closely with Growth Org Leadership, support staff, and business development team members to create Home Office Visits.

What you will do:

• Responsible for the ownership and continuous update and improvement of the HOV Playbook.
• Manage the HOV pipeline, location reservations, visit dates and scheduling, and each of the consistent steps leading up to each home office visit.
• Responsible for lining up presenters, creating visit schedules and agendas, and customizing the recruit visit experience as needed & identified through collaboration with the Channel Leader, Community Leader, and/or Business Development team members engaged with the recruit.
• Responsible for direct correspondence with HOV candidates leading up to, and after, the home office visit.
• Manage the scheduling, engagement, and preparation of presenters for each HOV.
• Responsible for continuous improvement of the HOV playbook, process, presentations, etc.
• Responsible for making time, information, and decision-making more effective & efficient through standardization of process & HOV experience options.
• Anticipate problems, exercise situational intelligence, and solve issues that require sensitivity or diplomacy.

What you need to have:

• Project Coordination.
• Building Partnerships & Collaborations.
• Communication & Presentation Skills.
• Strong Organizational Skills.
• Responsiveness & Time Management.

What is nice to have:

• Bachelor’s Degree.

Travel Requirements:

• Up to 35%.

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 are 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 to 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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