Top Tech Jobs & Startup Jobs in Boston, MA

Supports financial advisors by managing client paperwork, transactions, records, appointments, communications, and follow-up activities. Serves as a liaison between advisors, clients, and internal departments; prepares presentation materials, coordinates client events, conducts proactive outreach, and educates clients on account services and technology. Maintains compliance documentation and supports advisor business planning, marketing, and client retention processes.

Leads a regional growth team responsible for sales performance, organic growth, advisor relationships, engagement plans, pipeline management, retention, and adoption of investment solutions and company platforms. Manages team performance, develops advisor study groups, coordinates onboarding and sales enablement, and connects advisors with subject matter experts. The remote role requires Southeast regional residency, up to 50% travel, significant sales and relationship experience, team management, and applicable FINRA licenses.

Manages life, disability income, and long-term care insurance applications from submission through policy issue and placement. Reviews applications for accuracy, completeness, licensing, and compliance; coordinates with carriers and financial professionals; tracks pending requirements; resolves delays; communicates case updates; maintains documentation; and advises financial professionals on submission best practices. The role also supports process-improvement initiatives and requires strong organization, communication, customer service, and problem-solving skills.

Conduct outbound prospecting and research to identify decision-makers and investment-program opportunities at credit unions and banks. Build and maintain Salesforce records, generate qualified institutional leads, schedule introductory meetings, track pipeline activity, and share market intelligence with external business development partners. The role also supports targeted outreach campaigns, lead qualification, relationship development, and sales enablement for financial institution audiences.

Attract and recruit independent financial professionals for Cetera’s broker-dealer network. Manage recruiting pipelines, targeted campaigns, candidate evaluations, appointments, and home-office visits. Serve as the initial prospect contact, explain Cetera’s business model, gather candidate business insights, and support tailored transition packages. Collaborate with external recruiters and cross-functional teams on lead generation, solution development, and sales enablement materials. Track activity in Salesforce and Excel while conducting candidate meetings and supporting recruitment strategy execution.

Manages advertising compliance policies, reviews and approves marketing materials, interprets FINRA and SEC regulations, conducts audits, maintains documentation, trains cross-functional teams, collaborates with legal and regulators, submits compliance reports, and leads compliance professionals in the financial services industry.

Responsible for recruiting financial advisors, developing leads, creating recruitment plans, delivering presentations, and managing the recruitment process in the West Region.

Drive recruitment and onboarding of financial institutions and FI-based advisors across a territory. Build and maintain senior relationships, promote Cetera affiliation models and product suite, set territory sales strategy, meet financial targets, collaborate with marketing and new business teams, represent the firm at industry events, and travel approximately 40%.

Find, present to, recruit, and close independent financial advisors to join CFG in the East region. Build territory recruiting plans, manage pipeline and metrics, deliver presentations, negotiate offers, and collaborate cross-functionally while tracking activity in Salesforce and Excel.

The Regional Business Development Manager recruits Financial Advisors and CPA firms, develops leads, and manages the sales process within the tax channel, focusing on CFG's value proposition.