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Supervisor, Advisor Support

Cetera Financial Group, Inc.

Dallas, Texas • Today

Full-time

USD 84,000.00 - 124,000.00 per year

Supervisor, Advisor Tech Services

Cetera Financial Group, Inc.

Dallas, Texas • Today

Full-time

Applications Development Sr Supervisor

Citi

Irving, Texas • Today

Full-time

USD 84,580.00 - 118,020.00 per year

Cetera Financial Group, Inc.

Job Details

Skills

Finance
Workflow
Escalation Management
People Management
Capacity Management
Resource Allocation
Management
Issue Resolution
Communication
Process Improvement
Reporting
Business Administration
Financial Management
Financial Services
Service Delivery
Leadership
Team Leadership
Wealth Management
Onboarding
Regulatory Compliance
Supervision
Licensing

Summary

Job Description

The Supervisor, Advisor Support is responsible for leading a team of Advisor Support Specialists and Senior Advisor Support Associates who provide operational, service, onboarding, and transition support to financial professionals and their offices. This role oversees day-to-day workflow execution, team performance, service delivery, and escalation management to ensure consistent and high-quality advisor experience. The Supervisor serves as the primary escalation point for complex advisor support matters and partners closely with Compliance, Supervision, Licensing, Operations, and other corporate support teams to facilitate issue resolution. While acting as a key liaison between advisors and internal business partners, this role does not have responsibility for compliance oversight or supervisory functions.

What will you do:

Lead, coach, and develop Advisor Support Specialists and Senior Advisor Support Associates
Manage team workload, capacity planning, and resource allocation to support advisor needs effectively
Establish service standards, performance expectations, and support processes across the team
Serve as the primary escalation point for complex advisor support, service, and operational issues
Oversee advisor onboarding, transitions, and integration activities to ensure a seamless experience
Build and maintain strong relationships with advisors, branch personnel, and internal business partners
Coordinate with Compliance, Supervision, Licensing, Operations, and other support teams to facilitate issue resolution and ensure timely communication
Monitor service performance, identify trends, and implement process improvements to enhance efficiency and advisor satisfaction
Ensure accurate, consistent, and timely delivery of advisor support services
Provide leadership with insights, recommendations, and reporting related to advisor support operations and service effectiveness

What you need to have:

Bachelor's degree in business administration, Finance, Management, or related field
5+ experience in financial services, advisor support, operations, service delivery, or related business support functions, including prior leadership, supervisory, or team lead responsibilities
Experience supporting independent advisors, branch offices, or wealth management organizations
Experience with advisor onboarding, transitions, operations, and service support functions
Experience partnering with Compliance, Supervision, Licensing, and Operations teams
OR equivalent combination of experience and education in lieu of above.

Other Requirements

This role is hybrid and requires regular, in - person attendance during scheduled workdays in accordance with the Company's Hybrid Workplace Policy
Up to 10% of travel
Standard business hours with flexibility as business needs require
FINRA registrations are preferred but not required

Compensation:

The base annual salary range for this role is $84,000 - $124,000, 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.

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: 6906
Posted 2 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.

Go to company profile

Fitment

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Cetera Financial Group, Inc.

Job Details

Skills

Finance
Workflow
Escalation Management
People Management
Capacity Management
Resource Allocation
Management
Issue Resolution
Communication
Process Improvement
Reporting
Business Administration
Financial Management
Financial Services
Service Delivery
Leadership
Team Leadership
Wealth Management
Onboarding
Regulatory Compliance
Supervision
Licensing

Summary

Lead, coach, and develop Advisor Support Specialists and Senior Advisor Support Associates
Manage team workload, capacity planning, and resource allocation to support advisor needs effectively
Establish service standards, performance expectations, and support processes across the team
Serve as the primary escalation point for complex advisor support, service, and operational issues
Oversee advisor onboarding, transitions, and integration activities to ensure a seamless experience
Build and maintain strong relationships with advisors, branch personnel, and internal business partners
Coordinate with Compliance, Supervision, Licensing, Operations, and other support teams to facilitate issue resolution and ensure timely communication
Monitor service performance, identify trends, and implement process improvements to enhance efficiency and advisor satisfaction
Ensure accurate, consistent, and timely delivery of advisor support services
Provide leadership with insights, recommendations, and reporting related to advisor support operations and service effectiveness

What you need to have:

Bachelor's degree in business administration, Finance, Management, or related field
5+ experience in financial services, advisor support, operations, service delivery, or related business support functions, including prior leadership, supervisory, or team lead responsibilities
Experience supporting independent advisors, branch offices, or wealth management organizations
Experience with advisor onboarding, transitions, operations, and service support functions
Experience partnering with Compliance, Supervision, Licensing, and Operations teams
OR equivalent combination of experience and education in lieu of above.

Other Requirements

This role is hybrid and requires regular, in - person attendance during scheduled workdays in accordance with the Company's Hybrid Workplace Policy
Up to 10% of travel
Standard business hours with flexibility as business needs require
FINRA registrations are preferred but not required

Dice Id: RTX1a6d2c
Position Id: 6906
Posted 2 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.

Go to company profile

Fitment