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7 marketing jobs

Cetera Financial Group logo
2 weeks ago

Senior Marketing Specialist

Cetera Financial Group

Dallas, TX (On-site)Full time$83K/yr – $118K/yr
Cetera Financial Group logo
6 weeks ago

Senior Marketing Technology Manager

Cetera Financial Group

San Diego, CA (On-site)Full time$119K/yr – $160K/yr
Cetera Financial Group logo
7 weeks ago

Senior Digital Marketing & Analytics Manager

Cetera Financial Group

USA (On-site)Full time$119K/yr – $135K/yr
Cetera Financial Group logo
2 months ago

Affiliate Growth Consultant

Cetera Financial Group

Dallas, TX (On-site)Full time$65K/yr – $95K/yr
Cetera Financial Group logo
3 months ago

Community Engagement Specialist

Cetera Financial Group

Dallas, TX (Hybrid)Full time
Cetera Financial Group logo
4 months ago

Senior Product Marketing Specialist

Cetera Financial Group

El Segundo, CA (Hybrid)Full time$82K/yr – $105K/yr
Cetera Financial Group logo
5 months ago

Managing Director, Head of Strategic Growth

Cetera Financial Group

San Diego, CA (On-site)Full time$225K/yr – $265K/yr

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7 jobs
Cetera Financial Group logo

Senior Marketing Specialist

Cetera Financial Group

Dallas, TX (On-site)

$83K/yr - $118K/yrIn-houseFull-timeSenior level5+ years exp.
2 weeks ago
Cetera Financial Group logo

Senior Marketing Technology Manager

Cetera Financial Group

San Diego, CA (On-site)

$119K/yr - $160K/yrIn-houseFull-timeSenior level5+ years exp.
6 weeks ago
Cetera Financial Group logo

Senior Digital Marketing & Analytics Manager

Cetera Financial Group

USA (On-site)

$119K/yr - $135K/yrIn-houseFull-timeSenior level7+ years exp.
7 weeks ago
Cetera Financial Group logo

Affiliate Growth Consultant

Cetera Financial Group

Dallas, TX (On-site)

$65K/yr - $95K/yrIn-houseFull-timeMid level5+ years exp.
2 months ago
Cetera Financial Group logo

Community Engagement Specialist

Cetera Financial Group

Dallas, TX (Hybrid)

In-houseFull-timeMid level
3 months ago
Cetera Financial Group logo

Senior Product Marketing Specialist

Cetera Financial Group

El Segundo, CA (Hybrid)

$82K/yr - $105K/yrIn-houseFull-timeSenior level5+ years exp.
4 months ago
Cetera Financial Group logo

Managing Director, Head of Strategic Growth

Cetera Financial Group

San Diego, CA (On-site)

$225K/yr - $265K/yrIn-houseFull-timeSenior level15+ years exp.
5 months ago
Cetera Financial Group logo
Cetera Financial Group

Senior Marketing Specialist

Dallas, TX (On-site)

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

Posted 2 weeks ago

Top 1% of applicants do these two things.

The other 99% submit and hope. You're about to do something different.

Job Summary

Campaigns run with cross functional support and local market enablement across CPP using Marketing Cloud, Salesforce and analytics to optimize client onboarding, retention, and conversion.

  • Campaign setup, tracking, and optimization with digital, analytics, and Salesforce.
  • Build scalable toolkits and playbooks to drive advisor adoption and local activation.
  • Own end to end client communications and lifecycle programs across DTC and CPP via Marketing Cloud.

Job Description

Responsibilities

  • 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.

Requirements

  • Bachelor’s degree in Marketing, Communications, Business, or related field.
  • 5+ years of relevant marketing experience.
  • Travel up to 10%.
  • 5+ years experience with Salesforce CRM and Marketing Cloud, executing end-to-end consumer-facing campaigns (strategy, implementation, performance review, etc.)
  • 5-8 years of marketing experience, preferably in wealth management, financial services, or RIA-channel environments.
  • Experience developing and executing client-facing / retail marketing communications, including email, content, and lifecycle campaigns.
  • Understanding of direct-to-consumer (DTC) marketing principles, including customer journeys, segmentation, and conversion optimization.
  • Working knowledge of digital marketing channels including SEO, paid media, email marketing, webinars, and social media.
  • Strong project management skills with the ability to manage multiple concurrent initiatives.
  • Detail-oriented with strong organizational and follow-through capabilities.
  • Ability to communicate effectively with advisors and cross-functional stakeholders.
  • Comfort working in a matrixed organization with shared services and compliance oversight.

Nice To Have

  • Experience supporting client-facing / retail marketing or distributed sales organizations.
  • Exposure to RIA or wealth management environments.
  • Familiarity with distributed marketing tools or platforms.
  • Experience supporting local market activation programs or micro-event campaigns.

Benefits

  • 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 plus 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 logo

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

Traffic Signals

Monthly Visitors
63.5K
Monthly Google Ads Budget
$6.4K
Traffic Source Mix
Search
44.2%
Direct
51%
Referral
4%
Social
0.3%
Paid
0.4%

Headcount Trend

Current headcount: ~2.5K

Marketing Team

Marketing Team Size
105 (4% of company)
Median Career Experience
13.5 years
Median Tenure
3 years
Marketing Roles Posted (Last 30 Days)
2

People

Marketing Leadership

Lorraine Beliso Christie, MBA, MPM, Certified CoS
Lorraine Beliso Christie, MBA, MPM, Certified CoS
Chief of Staff to the Chief Marketing Officer (Previously to COO & CSSO)
At the company for 4 years 5 months
Merrill Varghese
Merrill Varghese
Senior Vice President | Chief Digital & Customer Experience Officer | Corporate Marketing
At the company for 8 years 8 months
Michael Nichols
Michael Nichols
Vice President Marketing, Wealth Management
At the company for 9 years 10 months
Ladan Massir
Ladan Massir
Senior Managing Director, Head of Advisor and Financial Institution Growth Marketing
At the company for 8 years 3 months

Funding

Last Raise
Private Equity, 2 years ago

Funding History

  • Oct 2023
    Private Equity

Recent News

Financial Advisor Shawna Vanaken Moves from Commonwealth to Cetera's Avantax Community of Tax-Focused Financial Professionals
Nov 17, 2025 • PR Newswire
Cetera Fires Employee Accused of Racism in Instagram Video
Nov 14, 2025 • wealthmanagement.com
Commonwealth teams jump to Cetera, Osaic, Raymond James: Advisor Moves
Oct 30, 2025 • financial-planning.com
Cetera debuts model portfolios for affluent to HNW clients
Oct 28, 2025 • InvestmentNews
Cetera Financial Group Introduces Cetera Private Wealth Portfolios to Serve Affluent and High-Net-Worth Clients
Oct 28, 2025 • PR Newswire
Cetera Welcomes Oestriecher Financial Management with $154 Million in AUA to its Avantax Community of Tax-Focused Advisors
Oct 23, 2025 • PR Newswire
Advisor moves: Cetera brings practice over from LPL
Oct 23, 2025 • InvestmentNews
Cetera Welcomes Financial Advisor Frank Mezzanotte Jr. and His Service-Oriented FDM Wealth Management with Over $126 Million in AUA
Oct 21, 2025 • PR Newswire
With new recruiting deal in place, Cetera scores with advisors
Oct 17, 2025 • InvestmentNews
Northwestern Mutual loses big team to Cetera, Merrill to Morgan Stanley
Oct 17, 2025 • financial-planning.com
Cetera paying top dollar in 2025 fight for advisors.
Oct 16, 2025 • InvestmentNews
Long-Time Commonwealth Advisor Gigi Schneppat Joins Cetera
Oct 15, 2025 • PR Newswire
Cetera Welcomes 34-Member Pillar Financial Group with $1.8 Billion in Client Assets
Oct 13, 2025 • PR Newswire
Cetera Scoops Up $1.8-Bln Seattle Team from Northwestern Mutual
Oct 13, 2025 • AdvisorHub
Commonwealth loses billion-dollar advisor teams to Raymond James, Cetera
Oct 9, 2025 • financial-planning.com
Cetera Recruits $1.1 Billion New Jersey Advisor Team From Commonwealth
Oct 8, 2025 • Wealth Solutions Report
Cetera Snags $1.1B Commonwealth Team
Oct 7, 2025 • wealthmanagement.com
Cetera Welcomes Commonwealth Team, King Financial Network, with More Than $1.1 Billion in AUA
Oct 7, 2025 • PR Newswire
Cetera Welcomes Commonwealth Team, King Financial Network, with More Than $1.1 Billion in AUA
Oct 7, 2025 • Yahoo Finance
Cetera Snags $1.1-Bln Commonwealth Team in New Jersey
Oct 7, 2025 • AdvisorHub
$1.1bn New Jersey team exits Commonwealth for Cetera
Oct 7, 2025 • Citywire
Cetera Appoints Paul Polese as Community Leader of RIA Blueprint
Oct 2, 2025 • PR Newswire
Profile: Mike Durbin, CEO of Cetera Financial Group
Oct 1, 2025 • Institutional Real Estate, Inc.
Cetera Announces The Retirement Planning Group (TRPG) Closes Acquisition of HMC Partners
Sep 25, 2025 • PR Newswire
Dollar Bank Expands Investment and Wealth Management Program to 28 Northeast Ohio Locations, Supported by Cetera
Sep 24, 2025 • PR Newswire
Cetera Selects Cornerstone to Provide Business Sale Support for Advisors' Clients Who Own Private Businesses
Sep 23, 2025 • PR Newswire
Cetera strengthens financial institutions division with new bank partnerships
Sep 19, 2025 • InvestmentNews
The Diamond Podcast: Cetera CEO Mike Durbin
Sep 18, 2025 • wealthmanagement.com
Peoples Bank and Trust Selects Cetera Financial Institutions to Enhance and Grow its Investment Services Program
Sep 18, 2025 • PR Newswire
Alma Bank Partners with Cetera in Pursuit of Growth
Sep 15, 2025 • PR Newswire
Cetera Wins Two 2025 "Wealthies" Awards for Digital Marketing Campaign of the Year and Transition Support
Sep 10, 2025 • PR Newswire
Former Pro Golfer Barry Jay "BJ" Dekreek Moves His Advisory Practice from LPL to Avantax Seeking Growth and Enhanced Support
Sep 10, 2025 • PR Newswire
Cetera Wins Two 2025 "Wealthies" Awards for Digital Marketing Campaign of the Year and Transition Support
Sep 10, 2025 • Morningstar.com
Advisor moves: Cetera scoops $400M multigenerational team from Ameriprise
Sep 5, 2025 • InvestmentNews
Multigenerational DFG Financial Group with Approximately $400 million in AUA Joins Cetera for Growth Support with Boutique-style Service
Sep 3, 2025 • PR Newswire
The Retirement Planning Group (TRPG) Closes Acquisition of First Financial Advisors, Inc.
Aug 20, 2025 • PR Newswire
Advisor moves: Cetera swipes $600M advisor from B. Riley
Aug 19, 2025 • InvestmentNews
Cetera Welcomes Veteran Financial Advisor Mike Zawatsky and his Oasis Asset Management Group with Approximately $600 Million in AUA
Aug 19, 2025 • PR Newswire
Financial Advisor Matthew Flynn and his Sentia Wealth team with $228 Million in AUA Joins Cetera's Unique Summit Financial Community
Aug 12, 2025 • PR Newswire
Cetera Welcomes Veteran Financial Advisor Christopher Crosby and His CPW Advisors Team with Approximately $113 Million in AUA
Aug 6, 2025 • PR Newswire
Advisor moves: Cetera lures 12-person team from LPL, Raymond James reels in Commonwealth duo
Aug 5, 2025 • InvestmentNews
Cetera Welcomes Veteran Financial Advisor Susan Wilkinson and Her 12-Person Team Managing Approximately $380 Million in AUA
Aug 5, 2025 • PR Newswire
Cetera Showcases Strategic Growth and Culture at Connect2Peers 2025
Aug 4, 2025 • PR Newswire
Cetera Welcomes Recent Affiliates with Approximately $450 Million in Total AUA
Jul 29, 2025 • PR Newswire
Veteran Financial Advisor Doug Shepler Joins Cetera Seeking Efficiency and Personalized Service
Jul 24, 2025 • PR Newswire
Firm led by Father and Two Sons Joins Cetera Investors Seeking Community
Jul 22, 2025 • AdvisorHub
Cetera introduces new AI platform for financial advisors
Jul 18, 2025 • Private Banker International
Cetera Launches Suite of AI-Powered Tools
Jul 17, 2025 • ThinkAdvisor
Totus Wealth Management Earns Cetera Circle of Excellence Award for Fourth Consecutive Year
Jul 17, 2025 • PRWeb
Cetera Unveils IntelligenceEngine: AI-Driven Growth Suite Empowering Advisors and Institutions to Unlock Client Potential
Jul 17, 2025 • GlobalFinTechSeries
Cetera Unveils IntelligenceEngine: AI-Driven Growth Suite Empowering Advisors and Institutions to Unlock Client Potential
Jul 17, 2025 • PR Newswire
Cetera and Advanced Time Segmentation Announce Joint Venture
Jul 15, 2025 • PR Newswire
Richard Vogel Appointed Community Leader of Cetera Advisors
Jul 9, 2025 • citybiz
Richard Vogel Appointed Community Leader of Cetera Advisors
Jul 8, 2025 • PR Newswire
Cetera debuts new alts allocation portfolios for accredited investors
Jul 2, 2025 • InvestmentNews
Cetera Unveils Alternative Investments Allocation Models
Jul 2, 2025 • 401k Specialist
Cetera Introduces Alternative Investments Allocation Models Designed to Give Advisors Choice and Flexibility
Jul 2, 2025 • PR Newswire
ERP cloud transformation helps Cetera streamline finance and HR systems
Jun 26, 2025 • PwC
Cetera CEO Durbin Cites 4 RIA Options as Differentiator for New Indie Channel
Jun 23, 2025 • wealthmanagement.com
Inside Cetera’s New Service Model: A Conversation with President Todd Mackay
Jun 18, 2025 • ThinkAdvisor
Cetera offers 150 basis points to Commonwealth advisors in recruiting crusade
Jun 16, 2025 • Citywire
Cetera Announces New RIA Platform and Hire
Jun 14, 2025 • 401k Specialist
Cetera Launches RIA And Branches Channel
Jun 13, 2025 • Wealth Solutions Report
Los Angeles Federal Credit Union with $160 Million* in AUA Moves from LPL's CFS to Cetera
Jun 12, 2025 • PR Newswire
Los Angeles Federal Credit Union splits from LPL’s CFS to Cetera
Jun 12, 2025 • InvestmentNews
Cetera Launches Dedicated RIA and Branches Channel to be Led by Wealth Management Industry Veteran Jen Hanau
Jun 10, 2025 • PR Newswire
Cetera Recognized as Finalist for Three "Wealthies" Awards
Jun 6, 2025 • PR Newswire
Kerri Scharr Appointed as Chief Fiduciary Officer of Cetera Trust
Jun 4, 2025 • PR Newswire
Cetera Appoints Andina Anderson to Lead RIA Blueprint Platform
May 30, 2025 • citybiz
Cetera Names Andina Anderson to Lead RIA Blueprint Platform
May 29, 2025 • PR Newswire
Cetera Names Andina Anderson to Lead RIA Blueprint Platform
May 29, 2025 • Morningstar.com
Cetera Names Andina Anderson to Lead RIA Blueprint Platform
May 29, 2025 • GlobalFinTechSeries
Cetera Appoints Keyur Desai as Chief Data and Analytics Officer to Advance Enterprise Growth and Platform Intelligence
May 22, 2025 • PR Newswire
Cetera taps former TD Ameritrade exec to lead data strategy
May 22, 2025 • InvestmentNews
Deals & Moves: New Hires at Cetera, Citi Wealth, Parcion, Nordwand
May 9, 2025 • wealthmanagement.com
Cetera integrates Jump’s AI solution to streamline advisor operations
May 8, 2025 • Private Banker International
John Lefferts Appointed Head of Cetera Investors
May 8, 2025 • citybiz
Changes at Cetera: John Lefferts to lead indie advisor community as Clint Brookshire heads up Avantax
May 7, 2025 • InvestmentNews
John Lefferts Appointed Head of Cetera Investors, Leading the Cetera Community of Supported Independence
May 7, 2025 • PR Newswire
The Retirement Planning Group Drives Continued Inorganic Growth with Three Acquisitions in First Quarter 2025
Apr 30, 2025 • PR Newswire
Cetera Adds Advisors from Cambridge, PNC and Merrill
Apr 25, 2025 • wealthmanagement.com
More layoffs to come at Cetera?
Apr 23, 2025 • InvestmentNews
Cetera lays off 'small' number of employees
Apr 17, 2025 • Citywire
LPL, RJA, Cetera add to their advisor headcounts
Apr 16, 2025 • Investment News
LPL, RJA, Cetera add to their advisor headcounts
Apr 16, 2025 • InvestmentNews
Financial Advisor Jonathan Bulman Joins Cetera Seeking Growth and a Stronger Sense of Community
Apr 15, 2025 • PR Newswire
Cetera makes open pitch to Commonwealth advisors
Apr 10, 2025 • Citywire
Cetera Launches Emergency Planning Guide for Financial Professionals
Apr 7, 2025 • 401k Specialist
Cetera Launches Emergency Planning and Communications Kit to Support Advisors During Crisis
Apr 3, 2025 • PR Newswire
Cetera Taps Wealth.com Platform for Enhanced Estate Planning
Apr 2, 2025 • ThinkAdvisor
Wealth.com Partners With Cetera
Apr 2, 2025 • wealthmanagement.com
Cetera and Bank of Hawai’i Enter New Partnership to Elevate Investment Services
Mar 18, 2025 • Redmond Spokesman
Cetera and Bank of Hawai'i Enter New Partnership to Elevate Investment Services
Mar 18, 2025 • PR Newswire
Apple Inc. (NASDAQ:AAPL) Position Lessened by Cetera Trust Company N.A
Mar 13, 2025 • Defense World
The White Law Group Files FINRA Claim Against Cetera Advisor Networks & Independent ...
Mar 12, 2025 • Eagle-Tribune
The White Law Group Files FINRA Claim Against Cetera Advisor Networks & Independent Financial Group
Mar 12, 2025 • GlobeNewswire
Senior Wealth Advisor Charlie Kraft Joins Cetera Investors with More Than $140 Million in Assets Under Administration
Mar 11, 2025 • PR Newswire
Cetera Trust Company N.A Has $5.91 Million Stake in Microsoft Co. (NASDAQ:MSFT)
Mar 10, 2025 • Defense World
Cetera's GrowthLine Marketing Program Wins 2025 BISA Technology Innovation Award
Mar 6, 2025 • PR Newswire
Cetera Welcomes Highly Regarded Advisor to Cetera Wealth Partners
Mar 4, 2025 • PR Newswire