Cetera Financial Group
Operations Communication Specialist
Cetera Financial Group, Dallas, Texas, United States, 75215
Overview
Cetera Financial Group is currently seeking an Operations Communication Specialist focused on operational communications and implementing effective promotional programs for products and services targeted to financial professionals. The ideal candidate is an innovative, self-starting, organized, forward-thinking, team player who is focused on the details. The candidate strives to produce a superior product and deliver within defined timelines. Base pay range
$45,000.00/yr - $75,000.00/yr Direct message the job poster from Cetera Financial Group What you will do
Work closely with operations to draft, edit and polish key operational communications. These may include system alerts, custodial statement messages, policy or procedural changes as well as targeted communications. Work closely with key stakeholders to implement comprehensive communications strategies, plans, timelines and materials related to key initiatives, collaborating closely with business leaders and subject-matter experts in cross-functional teams to meet goals and deadlines. Ensure messaging meets the needs of intended audiences through positioning, appropriate use of business acumen, level of detail and delivery methods. Develop various forms of communications such as news and informational articles, job aids, quick reference guides, client correspondence, presentations and other content. Manage parallel requests in an organized fashion ensuring timely completion of each phase of the process. Perform activities involved in the preparation of communications, such as participation in team meetings, conferences and events, interviewing subject matter experts, and conducting research. Ensure that completed projects/materials are approved according to company processes and guidelines. Serve as backup and support to Manager, Communications and Change Management as needed. Complete other duties as assigned. What you need to have
BA or BS or equivalent degree in business, marketing, communications, or related discipline 3+ years communications experience Exceptional writing skills, including copywriting and editing, for all marketing communications content formats 3+ years of experience working with Microsoft PowerPoint, Word and Excel 1+ year financial services or related industry experience preferred Ability to work in a fast-paced environment on multiple projects with simultaneous timelines and hard deadlines Nice to have
Knowledge of broker dealer operations. Proven project management skills and ability to manage resources and stakeholders without direct authority. Excellent writing and copyediting skills. Compensation
The base annual salary range for this role is $45,000 to $75,000, 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
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 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, 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 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. 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, and Cetera Financial Specialists. 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. Please review our Workforce Privacy Policy for further details on what information we collect and the purposes for collection.
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Cetera Financial Group is currently seeking an Operations Communication Specialist focused on operational communications and implementing effective promotional programs for products and services targeted to financial professionals. The ideal candidate is an innovative, self-starting, organized, forward-thinking, team player who is focused on the details. The candidate strives to produce a superior product and deliver within defined timelines. Base pay range
$45,000.00/yr - $75,000.00/yr Direct message the job poster from Cetera Financial Group What you will do
Work closely with operations to draft, edit and polish key operational communications. These may include system alerts, custodial statement messages, policy or procedural changes as well as targeted communications. Work closely with key stakeholders to implement comprehensive communications strategies, plans, timelines and materials related to key initiatives, collaborating closely with business leaders and subject-matter experts in cross-functional teams to meet goals and deadlines. Ensure messaging meets the needs of intended audiences through positioning, appropriate use of business acumen, level of detail and delivery methods. Develop various forms of communications such as news and informational articles, job aids, quick reference guides, client correspondence, presentations and other content. Manage parallel requests in an organized fashion ensuring timely completion of each phase of the process. Perform activities involved in the preparation of communications, such as participation in team meetings, conferences and events, interviewing subject matter experts, and conducting research. Ensure that completed projects/materials are approved according to company processes and guidelines. Serve as backup and support to Manager, Communications and Change Management as needed. Complete other duties as assigned. What you need to have
BA or BS or equivalent degree in business, marketing, communications, or related discipline 3+ years communications experience Exceptional writing skills, including copywriting and editing, for all marketing communications content formats 3+ years of experience working with Microsoft PowerPoint, Word and Excel 1+ year financial services or related industry experience preferred Ability to work in a fast-paced environment on multiple projects with simultaneous timelines and hard deadlines Nice to have
Knowledge of broker dealer operations. Proven project management skills and ability to manage resources and stakeholders without direct authority. Excellent writing and copyediting skills. Compensation
The base annual salary range for this role is $45,000 to $75,000, 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
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 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, 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 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. 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, and Cetera Financial Specialists. 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. Please review our Workforce Privacy Policy for further details on what information we collect and the purposes for collection.
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