Senior Manager, Business Development, Tax Channel

Dallas, TX, US • Posted 7 hours ago • Updated 7 hours ago

Full Time

On-site

USD 110,000.00 per year

Cetera Financial Group, Inc.

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Job Details

Skills

Management
Optimization
Sourcing
Taxes
Marketing
Onboarding
Clarity
Productivity
Sustainability
Forecasting
Reporting
Leadership
Educate
Salesforce.com
Lead Management
Recruiting
Program Management
Collaboration
Business Development
Financial Services
Customer Service
Relationship Building
Communication
Facilitation
Finance
Wealth Management
Partnership

Summary

Job Description

The Senior Business Development Manager, Tax Channel serves as the Tax & Wealth Partners Program owner responsible for recruiting, activating, and managing strategic advisor partnerships within the Tax Channel. This role builds and scales a structured advisor?to?advisor partnership model by connecting Planning Advisors with Referral Advisors through both internal and external sourcing efforts.

This role oversees the full partnership lifecycle from initial alignment through activation and ongoing optimization, working with internal stakeholders to ensure consistent execution and a strong advisor experience.

What you will do:

Own the Tax & Wealth Partners Program strategy, execution, and ongoing optimization.
Recruit and activate strategic advisor partnerships by facilitating effective advisor?to?advisor matches through internal and external sourcing channels.
Own partnership discussions from initial outreach through signed affiliation and handoff to the internal onboarding team.
Consult Financial Professionals on how and when to engage potential tax professionals and coach advisors on leveraging the Tax Intelligent Analyzer and approved marketing resources.
Serve as the central point of coordination for advisor relationships, working with internal stakeholders to support onboarding, activation, and ongoing partnership success.
Facilitate advisor alignment by ensuring clarity around revenue splits, expectations, and long?term partnership goals.
Monitor partnership health and performance indicators, proactively addressing issues impacting activation, productivity, or sustainability.
Maintain accurate pipeline forecasting, activity tracking, and reporting within Salesforce, and analyze program?level trends to inform leadership decisions.
Educate internal teams on program objectives, referral processes, and Salesforce lead management.
Prepare program updates, insights, and executive?level materials related to partnership outcomes and strategic initiatives.
Represent the program in advisor meetings, recruiting discussions, industry events, and internal forums.

What you will need to have:

Bachelor's degree in Finance, Business, or a related field (or equivalent experience).
Minimum of 7+ years of experience in financial services, advisor recruiting, business development, or program management.
Strong experience in program ownership, partnership development, or business development within financial services.
Deep understanding of advisor business models, including revenue sharing, referral structures, and client servicing roles.
Proven skill in aligning multiple stakeholders around shared outcomes.
Strategic mindset with the ability to translate vision into scalable processes.
Excellent relationship?building, communication, and facilitation skills.
Experience working directly with financial advisors, wealth management programs, or advisor partnerships strongly preferred.

Travel Requirements: Up to 50%

Compensation: The base annual salary range for this role is $110,000 plus a competitive incentive compensation package. 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.

#LI-Remote

Employers have access to artificial intelligence language tools (“AI”) that help generate and enhance job descriptions and AI may have been used to create this description. The position description has been reviewed for accuracy and Dice believes it to correctly reflect the job opportunity.

Dice Id: RTX1a6d2c
Position Id: 6123
Posted 7 hours ago

Company Info

About Cetera Financial Group, Inc.

Advancing What's Next

Cetera Financial Group, Inc. is transforming how advisors guide individuals and families to achieve financial well-being at every stage of their lives.

We’re enablers. Mentors. Dream builders. Our purpose is to turn financial aspirations into reality. Within our community lies a vibrant wellspring of growth and opportunity for financial professionals, financial institutions, and individual investors alike. As a premier financial services firm, we don’t just deliver financial technology, bespoke guidance, research and market intelligence, and collaborative client-service platforms. We build environments where ideas thrive, connections flourish, and ambitions become remarkable achievements. Driven to deliver unwavering support and innovative solutions to help people live their purpose, we empower each other and the communities around us to bring a stronger tomorrow to life.

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