Senior Marketing Specialist at Cetera Financial Group | Dallas, TX | $83K/yr – $118K/yr

Cetera Financial Group

Senior Marketing Specialist

Dallas, TX (On-site)

$83K/yr – $118K/yrSenior Level5+ years expFull time

Posted 3 weeks ago

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Job Summary

Own the CPP marketing execution and advisor enablement flow, connecting national campaigns to local advisor activity and client communications.

Marketing Execution: coordinate plans, rebrand work, and local activation.
Advisor enablement: build scalable toolkits and training to drive adoption.
Client communications and DTC: manage end-to-end campaigns, funnels, and lifecycle messaging.

Job Description

Own the CPP marketing execution and advisor enablement flow, connecting national campaigns to local advisor activity and client communications.

Marketing Execution: Cetera Planning Partners Marketing Execution
Support implementation of marketing plans across CPP.
Assist in executing rebrand initiatives, including digital updates, collateral transitions, advisor communications, and launch coordination.
Ensure brand standards, compliance requirements, and messaging consistency across all marketing materials and local marketing efforts.
Support development of scalable marketing toolkits and playbooks for advisor adoption.
Demand Generation Support
Support development of nurture flows, retargeting strategies, and conversion enablement programs.
Partner with digital, analytics, and Salesforce teams to support campaign setup, tracking, and reporting.
Monitor campaign performance and provide performance summaries and optimization recommendations.
Support retargeting, nurture workflows, and lead routing processes.

Cetera Financial Group

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.___________________________“Cetera Financial Group” refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Wealth Services, LLC, Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), and Cetera Financial Specialists LLC. All firms are members FINRA/SIPC. Cetera Financial Group is located at 655 W. Broadway, 11th Floor, San Diego, CA 92101. Individuals affiliated with Cetera firms are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services. Cetera is under separate ownership from any other named entity.

Founded in 2010

San Diego, California, USA

2.5K employees (118 in marketing)

www.cetera.com