cetera
The Channel Shared Services Engagement Leader partners with senior leadership to design and execute communication strategies, coordinate cross‑functional service delivery, and manage governance for key programs and events within the financial institution channel. The role ensures alignment across shared services, sales enablement, strategy, and operations while overseeing onboarding, transition processes, and resource prioritization.
Headquarters
San Diego, California, United States
Company Size
1001-5000 employees
Founded
1981
Cetera Financial Group is a U.S.-based financial services firm that supports independent financial advisors through a network of broker-dealers and registered investment advisors. It provides custody and brokerage platforms, advisory and wealth-management solutions, technology, compliance, and practice‑management support to help advisors grow their businesses and serve clients. Cetera emphasizes advisor autonomy, operational scale, and integrated tools and product access to enable client success and business growth.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for cetera.
cetera didn’t post a salary, so this is our estimate from similar listings.
Right around the average for this role