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Urgent! Program Manager, Workplace to Wealth Enablement Job Opening In St. Cloud – Now Hiring Cetera

Program Manager, Workplace to Wealth Enablement



Job description

Cetera is seeking a strategic and detail-oriented Program Manager to lead and coordinate participant data-driven initiatives across the organization.

In this role, you will serve as the central point for managing participant data workflows, ensuring data integrity, and supporting analytics that enhance engagement and decision-making.

You’ll oversee segmentation strategies, track and report on participant metrics, support targeted digital campaigns, and lead the development of dashboards and reporting tools.

A key responsibility of this role is partnering with internal teams and third-party providers to assist in identifying and implementing effective participant engagement solutions—ranging from SaaS platforms to cross-functional initiatives—that drive measurable outcomes and enhance the participant experience.

This is a hybrid role, candidates must be located near one of these offices: El Segundo, CA | Dallas, TX | St Cloud, MN | Des Moines, IA | San Diego, CA.

Key Responsibilities

  • Lead participant data segmentation and pipeline strategies to support engagement initiatives

  • Track and report on participant-related KPIs and data insights

  • Support digital marketing and outreach campaigns with accurate participant data targeting

  • Coordinate cross-functional data workflows and reporting processes

  • Develop and maintain dashboards and analytics tools focused on participant engagement

  • Partner in identifying, evaluating, and implementing participant engagement solutions, including third-party SaaS tools and internal cross-functional partnerships, to enhance experience and drive measurable outcomes.

  • Assist in resolving participant data issues and support special projects as needed

  • What You Bring

  • Bachelor’s degree in Business, Data Analytics, or equivalent experience

  • Strong analytical, problem-solving, and decision-making skills

  • Excellent written and verbal communication

  • Ability to manage multiple priorities under pressure

  • Quick grasp of technical and complex data concepts

  • Proficiency in Microsoft Office, especially Excel

  • Adaptability to evolving market and business conditions

  • Bonus Points For

  • Experience in Financial Services

  • FINRA Series 7, 63, and 65 (or 66) licenses

  • State Life & Health Insurance License

  • 7+ years in the financial services industry

  • Prior experience in data program management, analytics leadership, or vendor evaluation

  • Compensation: 

    The base annual salary range for this role is $90,000 to $120,000, plus a competitive performance-based bonus.

    Base annual salary depends on a wide array of factors, including but not limited to skill set, years and depth of experience, certifications, and location.

    Base annual salary may also differ significantly due to geography and cost of labor considerations.

    #LI-Hybrid 


    Required Skill Profession

    Operations Specialties Managers



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