Director, Business Intelligence

Job Description

At Cetera, we believe data isn’t just numbers, it’s the fuel for smarter decisions and better outcomes for advisors and their clients. We are seeking a visionary and execution-focused Director, Business Intelligence to lead our mission of delivering impactful insights that empower decision‑making and drive business value. This leader will own traditional analytics across the firm (e.g., business intelligence, dashboards, self‑service reporting) creating a forward‑thinking analytics function collaboratively with business‑embedded analytics teams.

The ideal candidate will guide the organization from descriptive reporting to predictive and prescriptive insights, partnering closely with business leaders, technology, and data teams to embed analytics into daily operations and strategic planning.

Key Responsibilities

• Collaboratively define and execute the traditional analytics vision and roadmap to support strategic and operational priorities.

• Define and deploy an agile and consistent firmwide operating model for business intelligence, dashboarding, and self‑service reporting that includes intake, development, deployment and usage monitoring.

• Mentor analytics talent; grow a robust, diverse team with clear development and succession plans.

• Engage senior leadership and board stakeholders; drive cultural change to embed insights in decision‑making.

• Track KPIs: adoption rates, revenue uplift, cost savings, retention, and data quality improvements.

• Participate in M&A, regulatory forums, and other strategic initiatives.

• Serve as a trusted advisor to executives, translating complex insights into clear, actionable narratives.

Qualifications

• 10+ years in analytics, with at least 5 years leading teams.

• Strong knowledge of analytics methodologies, including business intelligence, data visualization, and statistical analysis.

• Experience leading analytics organizations in both traditional BI and advanced data science.

• Proven ability to connect analytics to tangible business outcomes.

• Expertise in BI tools (Power BI, Tableau) and cloud‑based environments.

• Strong communication skills—able to simplify complexity for senior stakeholders.

• Financial Services experience will be preferred.

Compensation Range

The base annual salary range for this role is $164,000 – $265,000 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.

About Us

Cetera Financial Group is a leading network of independent retail broker‑dealers powering objective financial advice to individuals, families, and company retirement plans across the country through trusted advisors and financial institutions. Cetera is one of the largest independent financial advisor networks in the nation and a leading provider of retail services to the investment programs of banks and credit unions.

Benefits

• 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.

• 20+ days of paid time off (PTO), paid holidays, and 2 paid wellness days.

• 401(k) savings plan with a generous company contribution (up to 5%).

• Paid parental leave to support all team members.

• Health Savings and Flexible Spending Account options.

• Employee Assistance Program, Life Lock, pet insurance and more.

Equal Employment Opportunity

Cetera Financial Group is committed to providing an equal employment opportunity for all applicants and employees. All employment decisions at 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.

Agency 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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