Structured Product Sales Specialist

Job Description

We are seeking a highly motivated and results-driven Senior Structured Product Sales Specialist to serve as the product expert and champion for our structured product platform. This is a strategic and client-facing role where you will play a crucial part in driving product adoption, sales growth, and advisor education. Your expertise in structured products will help financial professionals integrate these solutions into their clients' portfolios, optimizing risk-adjusted returns and enhancing investment strategies. In this role, you will be responsible for developing and executing sales strategies, working closely with internal sales teams, product management, and marketing partners to ensure that our structured product offerings remain competitive, innovative, and aligned with evolving market needs. You will engage directly with financial advisors, providing expert guidance, product education, and market insights to help them better serve their clients. This role requires a deep understanding of structured products, strong consultative sales skills, and the ability to communicate complex investment strategies in a clear and compelling way.

Core Responsibilities:

• Serve as the primary subject matter expert for structured products, providing deep investment expertise to Cetera financial advisors and external stakeholders.
• Promote the structured product line by articulating its value proposition, performance, and differentiation in the marketplace
• Assist advisors on building custom notes and the associated compliance guidelines for this investment strategy
• Support Strategic Relations and the Fixed Income desk on product and platform related inquiries and performance questions.
• Engage with financial advisors and clients to provide education on structured products and investment strategies.
• Conduct regular training sessions for Cetera advisors and internal teams to ensure consistent messaging and ongoing product knowledge.
• Develop competitive analysis and benchmarking reports to position structured products effectively in the market.
• Perform data-driven analysis to enhance storytelling and create compelling messaging for all sales teams talking with Cetera's financial advisors.
• Partner with product marketing to develop new content and update client presentation materials.
• Support the Head of Product Sales in initiatives related to the broader platform, corporate strategy, and ad hoc projects.
• Lead strategic initiatives focused on improving product efficiencies, client experience, and operational workflows.
• Provide insights and recommendations to improve structured product marketing campaigns your outreach strategies.

Required Knowledge, Skills, and Abilities:

• 5+ years of experience in structured products, investment sales, or investment management.
• Strong knowledge of structured notes, alternative investments, and financial markets.
• Proven ability to develop and implement product strategies that drive growth and profitability.
• Bachelor's degree (MBA, CFA, CFP, and/or CIMA a plus).
• FINRA Series 6 or 7 and 66 (63,65) licensing

Travel Requirements: Up to (10%)

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, 1 paid wellness day and 1 day of paid volunteer time off (VTO) 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.

About Cetera Financial Group:

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.

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