Jobs in the United States

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Added 1 min ago
Assistant Professor, Speech Language Pathology
WPU The William Paterson University of New Jersey
United States
…preparing graduates to thrive professionally and personally, and to lead with a commitment to progress in New Jersey and…
Added 1 min ago
Human Resources Manager
BoozmanHof Eye
Rogers, AR
Administer onboarding program and conduct onboarding sessions in person with new hires including benefits, retirement, policy, etc.
Added 1 min ago
A
Acquisition Management Support II/III
Alluvionic
Port Hueneme, CA
- $104,395 to $156,711 USD / year
Provide acquisition and program management support for Navy programs
Added 1 min ago
A
Management Analyst
Alluvionic
Port Hueneme, CA
- $79,542 to $101,385 USD / year
…decisions. Depending on level, analysts will support, conduct, or lead studies and process improvement…
Added 1 min ago
BS
Subcontracts Manager
Brookhaven Science Associates, LLC
Upton, NY
- $128,900 to $213,950 USD / year
Oversight of BNL Property Management Program to effectively track and account for BNL assigned Government Property.
Added 2 mins ago
Manager, Global Safety & Emergency Preparedness
Creative Artists Agency
Los Angeles, CA
CAA's Global Safety & Security team is seeking a qualified Manager, Global Safety & Emergency Preparedness to lead the development, implementation, and continuous improvement of the…
Added 2 mins ago
Director of Portfolio Underwriting & Operations
Mutual of Enumclaw Insurance Company
Enumclaw, WA · Seattle, WA
Lead an organization of approximately 23 through two direct-report managers: the Operations Manager (Personal, Commercial, and Farm Operations) and the Portfolio Underwriting & Solutions…
Added 2 mins ago
CM
Social Work Supervisor - Prevention
Cardinal McCloskey Community Services
The Bronx, NY
- Up to $78,000 USD / year
…seeking a dedicated and strategic Social Work Supervisor to lead our Family Treatment/Rehabilitation (FT/R) program in the Bronx-serving high-risk families where substance use or mental…
Added 2 mins ago
Executive Director, Graduate Enrollment
Xavier University
Cincinnati, OH
…Working in close partnership with the Provost, Deans, academic program directors, and university partners, the Executive Director translates academic priorities and market opportunities…
Added 2 mins ago
CM
Quality Improvement/ Business Intelligence Analyst
Cardinal McCloskey Community Services
Valhalla, NY
- $60,000 to $65,000 USD / year
Identify program strengths and challenges through quantitative and qualitative data analysis. This includes reviewing internal and external dashboards/reports, results of case reviews, and…
Added 3 mins ago
Ultrasound Tech II, Nights
Piedmont Healthcare Inc.
Cartersville, GA
Proven study quality by 2 piedmont leads in addition to the on-site lead.
Added 3 mins ago
Volunteer
Lifewise Academy
Amarillo, TX
…classes. LifeWise Academy is a Bible-based character education program that exists to reach public school students with the gospel during school…
Added 3 mins ago
Principal Trainer - Optesia
Piedmont Healthcare Inc.
Remote, United States
…application and Piedmont-specific workflows. They develop and lead the implementation of the training program and associated training materials for their respective application(s) in…
Added 3 mins ago
Principal Trainer - Cupid/Radiant
Piedmont Healthcare Inc.
Remote, United States
…application and Piedmont-specific workflows. They develop and lead the implementation of the training program and associated training materials for their respective application(s) in…
Added 3 mins ago
TL
Contract Management Analyst
The League of Credit Unions & Affiliates
Tallahassee, FL
- $19 to $25 USD / hour
…credit unions and vendors to gather required materials, provide program updates, track completion of key requirements, and perform contract analysis, reporting, and training support within…
Added 4 mins ago
CF
Manager, Clinical Youth Diversion
Center for Justice Innovation
Queens, NY
- $90,000 to $105,000 USD / year
The Queens Community Justice Center seeks a Program Manager to lead a new court-connected youth firearm intervention initiative serving young people charged with gun-related offenses in the…
Added 4 mins ago
Pipe Support Division Manager
PACE Supply
Rohnert Park, CA
PIPE SUPPORT DIVISION MANAGER - Lead a division. Own a product line. Build a market. If you know pipe hangers, strut, clamps and seismic restraint the way most people know their own…
Added 4 mins ago
Fuel NKU Program Coordinator
Northern Kentucky University
Highland Heights, KY
The FUEL NKU Program Coordinator provides leadership and oversight of the day-to-day operations, programs and initiatives of FUEL NKU, Northern Kentucky University’s on-campus food pantry.…
Added 4 mins ago
TT
Cashier/Runner
Torchy's Tacos
Wake Forest, NC
- $10 to $12 USD / hour
Incredible growth opportunities. This is more than just a job…it can lead to a Damn Good career!
Added 4 mins ago
Manager, Government Affairs
NYC Tourism + Conventions
New York, NY
Added 4 mins ago
Head of Cybersecurity & Chief Information Security Officer (CISO) (Hybrid)
Securian Financial Group
Saint Paul, MN
The CISO will lead Securian’s enterprise Cybersecurity organization while also serving as one of the company’s broadest technology executives. The ideal candidate will combine deep…
Added 4 mins ago
Sourcing Category Manager
ProDriven Global Brands
Austin, TX
…costs and support new product development. This individual will lead the development and execution of supply base management strategies that support the Operational, Commercial and…
Added 4 mins ago
AI Enterprise Architect (Hybrid)
Securian Financial Group
Saint Paul, MN
…reusable AI solutions. In this role, you will establish and lead enterprise AI architecture patterns, standards, and governance practices, ensuring alignment with long-term technology…
Added 4 mins ago
Onsite Team Lead
Envita Solutions, LLC
Warren, OH
The Onsite Team Lead is responsible to ensure safe and efficient operation of onsite by-product management system/set-up at the facility; assist with the development and implementation of…
Added 4 mins ago
PROJECT MGR OPS - Grid System Planning - SR - PRINC
EPE
El Paso, TX
Effective verbal and written communication skills are critical for this function. Individuals must effectively lead critical project meetings, then track and report on the meeting action…

Supervisor, Advisor Tech Services

Dallas, TX, United States

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Job details

Posting language: English
Posted: Nov 6, 2026

Original job description

Cetera is seeking a Supervisor for our Advisor Tech Services team to play a key role in delivering exceptional support to our Advisors. In this role, you will lead a team dedicated to providing high-touch, personalized service through phone support, advisor emails, and online requests. We are looking for a proactive leader who fosters a culture of accountability, ownership, and problem resolution, ensuring that every advisor interaction results in a positive and seamless experience. The ideal candidate is passionate about service excellence, empowers their team to resolve issues efficiently, and is committed to continuously enhancing the overall advisor experience. This is a hybrid role requiring you to be in office 2-3 days per week. You must be located near about Hub location in Coppell, TX to be considered for this role.

Core Responsibilities:

Cultivating one-on-one relationships with Advisors and their staff.
Supervise the team that will be acting as the primary point of contact for our advisor offices. Team members will be taking ownership of their inquiries from initiation to resolution, through phone and/or email.
Handling a variety of topics, including assistance with new account openings, trading accounts, money movement transactions, account billing, and account performance reporting.
Handle escalations of complex cases
Provide support to our advisors with our key technologies
Utilizing the Salesforce CRM tool to accurately record and track service requests, ensuring accurate follow-up.
Providing development and daily task coaching to their respective team.
Provide training to teams as necessary
Monitor team key performance and metrics reporting
Participate in the hiring process for new associates on their team.

Required Knowledge, Skills, and Abilities:

Experience in customer service or operations.
Experience in the financial industry
Experience leading a team.
Proficiency in Microsoft Office suite.
Strong verbal and written communication.
A friendly and professional demeanor.
Ability to work quickly under pressure and self-motivated.

Desired Knowledge, Skills, and Abilities:

Bachelor’s degree
Prior experience working in an advisor office
Licensing (SIE or other FINRA Licensing)
Familiarity with Schwab, Fidelity or Pershing in systems like Orion and Envestnet

Minimum Required Education & Experience:

High School diploma or equivalent
5 years of related experience in financial service
1 year of supervisory or team leadership experience

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, 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 fostering.
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.
Paid caregiver leave to provide time away from work when caring for an ill or recovering family member.
Additional benefits such as an Employee Assistance Program (EAP), identity theft protection (LifeLock), pet insurance, and other voluntary benefits to provide extra peace of mind

About Cetera

Cetera Financial Group® (Cetera) is a leading network of independent retail broker-dealers and registered investment advisers 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 one of the largest independent financial advisor networks in the nation and a leading provider of retail services to the investment programs of banks and credit unions.

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 (Cetera) is a network of independent retail firms, including those that are members of FINRA/SIPC: Cetera Advisors LLC; Cetera Wealth Services, LLC (formerly known as Cetera Advisor Networks); Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors); and Cetera Financial Specialists LLC. Entities registered as investment advisers with the Securities and Exchange Commission include Cetera Investment Management LLC and Cetera Investment Advisers LLC. Cetera's principal office is located at 655 W. Broadway, 11th Floor, San Diego, CA 92101. Avantax Planning Partners, Inc. is an SEC registered investment adviser within the Aretec Group, Inc. (dba Cetera Holdings, an affiliate of Cetera). All the referenced entities are under common ownership.

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 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.

Please review our Workforce Privacy Policy for further details on what information we collect and the purposes for collection.

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