Managing Director, Benefits responsible for new sales growth through consultative partnerships in worksite insurance. Building relationships with buyers and distributors to enhance sales efforts in Atlanta and Tennessee.
About the role
- Head of MDM leading strategy and implementation of enterprise MDM function for wealth management firm. Ensuring master data is accurate, consistent, and trusted across the organization.
Responsibilities
- Define and execute a forward-thinking MDM strategy that aligns with Cetera’s "Intelligence Engine" and broader digital transformation goals.
- Partner with authoritative data sources to identify domains and attributes that align with our enterprise architecture, positioning our MDM platform as the definitive System of Record (SOR).
- Design end-to-end MDM lifecycles—from onboarding and validation to stewardship and publishing—ensuring data is an asset, not a hurdle.
- Establish and enforce survivorship logic, hierarchy management, and data quality rules that maintain compliance while fostering innovation.
- Own the MDM technology stack, partnering with IT to select and optimize scalable tools that grow alongside our advisor network.
- Mentor a high-performing team of data stewards, fostering a culture of accountability and collaboration across the organization.
Requirements
- 10+ years in the data management trenches, with 5+ years leading MDM strategy in a complex, high-growth and heavily regulated environment.
- Deep expertise in MDM platforms and their integration with CRM/ERP systems.
- Proven ability to translate complex data concepts into business value, influencing stakeholders and driving the adoption of best practices.
- A passion for coaching and developing talent, ensuring your team is equipped to meet the needs of the modern wealth management landscape.
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+ 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.
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