Corporate Strategy & Finance Manager

As a Strategic Analysis Manager, you will partner with business leaders across the organization to support topline growth, optimize the cost structure, and drive efficiencies that maximize enterprise value. This is a hybrid role.

• Drive strategic financial decision‑making by delivering actionable insights on pricing strategy, advisor recruitment and acquisition modeling, margin optimization, revenue leakage, and growth opportunities across business lines. Examples Include:
  • Pershing and NFS contract negotiations
  • Advisory program design and pricing initiatives
  • Direct‑to‑platform strategy and comparative economics across the multi‑channel offering
  • Margin sensitivity analysis (e.g., market impact on fee compression, etc.)
• Deliver high‑impact, data‑driven insights to inform and accelerate corporate strategies focused on key performance indicators (KPIs). Examples Include:
  • Advisor and client profitability and segmentation; lifetime value of advisors and investors; advisor engagement including technology, marketing, etc.
  • Advisor ‘at‑risk’ metrics and succession pipeline
  • OPEX/Cost to serve analysis for unit economics; true on‑platform vs. off‑platform performance
  • Implement guided analytics approach to increase value and ease of communication of results and replace certain Tableau reports
• Support the annual strategic planning process, partnering with executive leadership to define long‑term growth objectives, assess market opportunities, and align financial resources with strategic priorities
• Create best‑in‑class economic model(s) to support strategic corporate decision making, emphasizing sustainability, accuracy, timeliness, and completeness. Examples Include:
  • Integration of acquired businesses and product adjacencies into the core, economic data model to understand organic growth, right‑size recruitment and M&A assumptions, and drive investment into the highest margin categories
  • Increase timeliness, accuracy, and depth of reporting capabilities. Expand unit economics into advisor profitability and product profitability through filtering capabilities

• Bachelor’s degree in finance or a related field. MBA preferred
• A minimum of 5+ years of experience within finance or accounting
• Proven ability to distill complex financial data into strategic insights that influence executive decision‑making and drive long‑term value creation
• Ability to recognize the fundamental underlying drivers of Cetera’s financial success and eliminate the ‘noise’ that interferes with effective analysis
• Effective communication skills; the ability to condense complex data sets and models into manageable messaging, creating recommendations or options for senior leaders
• Experience with financial modelling: including forecasting and budgeting, revenue or margin analysis, vendor review, sensitivity analysis, cash flow analysis, project planning

• Familiarity with data modelling and visualization tools, such as Alteryx, etc.
• Knowledge of finance and accounting concepts required
• Familiarity with financial instruments and the wealth management space preferred
• Ability to work in a team environment in an organization with many remote employees

As required

The base annual salary range for this role is $99,000 to $134,000, 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.

• 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 plus days of paid time off (PTO), paid holidays, and 2 paid wellness days 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…