Employee Engagement & Inclusion Specialist
Cetera Financial Group · Dallas, TX · 3 wk ago
HybridHuman ResourcesFull-time
We need to output HTML fragment with sections: headings for sections like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections that have real specific content. We must not repeat job title as heading. No Job ID etc. Remove boilerplate, navigation, legal, EEO, etc. Also remove duplicated lines, application instructions. Keep all substantive info.
We need to parse the job description.
Content:
Job Description paragraph: "The Employee Engagement & Inclusion Specialist plays a key role in delivering programs that foster connection, engagement, inclusion, and culture across the employee lifecycle. This position leads the coordination and execution of Employee Resource Groups (ERGs), internship programs, employee engagement initiatives, and site-based experiences that strengthen belonging and enhance the overall employee experience. Working cross-functionally with HR, Internal Communications, business leaders, and employee volunteers, this role translates strategy into meaningful employee experiences that drive participation, connection, and culture. Success is measured through program effectiveness, engagement outcomes, employee feedback, and the consistent delivery of high-impact initiatives. This is a hybrid role based in Dallas, TX, with a consistent in-office schedule (Mondays, Tuesdays, and 1st & 3rd Fridays), offering a great balance of collaboration and flexibility."
That's about the role, schedule, location.
Then "Key Duties & Responsibilities" list: bullet points (each sentence). We'll put under
for sections like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections that have real specific content. We must not repeat job title as heading. No Job ID etc. Remove boilerplate, navigation, legal, EEO, etc. Also remove duplicated lines, application instructions. Keep all substantive info.
We need to parse the job description.
Content:
Job Description paragraph: "The Employee Engagement & Inclusion Specialist plays a key role in delivering programs that foster connection, engagement, inclusion, and culture across the employee lifecycle. This position leads the coordination and execution of Employee Resource Groups (ERGs), internship programs, employee engagement initiatives, and site-based experiences that strengthen belonging and enhance the overall employee experience. Working cross-functionally with HR, Internal Communications, business leaders, and employee volunteers, this role translates strategy into meaningful employee experiences that drive participation, connection, and culture. Success is measured through program effectiveness, engagement outcomes, employee feedback, and the consistent delivery of high-impact initiatives. This is a hybrid role based in Dallas, TX, with a consistent in-office schedule (Mondays, Tuesdays, and 1st & 3rd Fridays), offering a great balance of collaboration and flexibility."
That's about the role, schedule, location.
Then "Key Duties & Responsibilities" list: bullet points (each sentence). We'll put under Responsibilities
with - .
Then "Experience & Qualifications": includes bullet points: Bachelor’s degree..., 3+ years..., Experience coordinating..., Experience supporting..., Demonstrated ability..., OR equivalent combination... We'll put under
Qualifications
maybe also Requirements? The instruction says use headings like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We can combine Experience & Qualifications into Qualifications. Could also have Requirements separate but we have qualifications content. We'll put Qualifications.
Then "About Us" section: includes "What We Give You In Return" with benefits list. That's benefits. Also includes "About Cetera" description (company overview) maybe not needed? It's substantive but not a standard heading; could be About the role? Actually "About Us" is company overview; we could put under About the role
maybe? But we already have role description earlier. The instruction: "Use for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule)." So we can have About the role (maybe summarizing role). But we already have role description in first paragraph; we could put that under About the role. However we also have schedule info there. Could combine.
We need to avoid filler like "commensurate with experience". Not present.
We need to include Pay section only if posting states pay. Not present. So omit Pay.
Schedule: we have schedule info: "consistent in-office schedule (Mondays, Tuesdays, and 1st & 3rd Fridays)". Also hybrid role based in Dallas, TX. So we can have Schedule section.
Benefits: we have benefits list under "What We Give You In Return". So Benefits section.
Skills: maybe not explicit; we could omit if no specific skills list. The posting mentions abilities: analyze feedback, etc. Could be considered skills but not a list. Safer to omit Skills section if not explicit.
Requirements: maybe we could separate Experience & Qualifications into Requirements (experience) and Qualifications (education). But we have both. Could put Requirements for experience, Qualifications for education. But we have both combined. Might be okay to put under Qualifications only. However instruction says prefer few substantive sections over many thin ones. So we can combine experience and education into Qualifications.
Thus sections: About the role, Responsibilities, Qualifications, Benefits, Schedule.
Check if any other sections like "About Cetera" maybe could be About the role? Not needed.
We must preserve all substantive information. So we need to include the company overview? It's substantive but not under a standard heading. Could we include it as a paragraph under About the role? The About the role heading is for role description; we could add a paragraph about company after role description? Might be okay to include as a separate section like "About the Company" but not in allowed headings list. The instruction says use those headings as examples, not strictly limited? It says "Use for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule)." It implies we should use those headings for sections; we could also use other headings if needed? Safer to stick to those. The company overview could be considered "About the role"? Not exactly. But we could incorporate it into About the role as a brief description of the company. However the instruction says "Do NOT repeat the job title as a heading (the page already shows it)". It doesn't forbid adding other headings not listed, but they gave examples. To be safe, we can include a section "About the Company" but not in list; risk of being considered not following instruction. Better to embed company overview in About the role paragraph.
Thus About the role paragraph will include: role description + company overview (Cetera description). Also mention hybrid role location and schedule? Schedule will be separate.
Let's extract company overview: "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."
That's a lot of boilerplate EEO etc. We need to remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions. The EEO statement is boilerplate; we should remove it. Also the part about agencies, workforce privacy policy maybe also boilerplate. So we should strip out EEO and legal statements. Keep only substantive description of Cetera: what they do, network, services, principal office location maybe? The principal office location is substantive? Could keep. The EEO statement is to be removed. Also the agency note and privacy policy maybe considered boilerplate; remove.
Thus About Cetera paragraph: "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."
We could keep that.
Now Benefits: list items from "What We Give You In Return": inclusive health, dental, vision, life insurance; mental health benefits; 20+ days PTO, paid holidays, 2 paid wellness days; 401(k) with company contribution up to 5%, access to financial professional; paid parental leave; HSA and FSA options; Employee Assistance Program (EAP), LifeLock, Pet Insurance; paid caregiver leave; additional benefits such as EAP, identity theft protection (LifeLock), pet insurance, other voluntary benefits. There's duplication: EAP appears twice; we can combine but preserve all info; we can list each unique benefit. We'll produce - items.
Schedule: hybrid role based in Dallas, TX, with consistent in-office schedule (Mondays, Tuesdays, and 1st & 3rd Fridays). Offering balance.
We'll put schedule in
.
Now Responsibilities: list each duty from "Key Duties & Responsibilities". Let's extract each sentence separated by period.
- Lead the administration and execution of enterprise ERG programs, including annual planning, communications, budgets, events, resources, and participation analytics.
- Partner with ERG leaders to deliver programs that strengthen employee connection, belonging, professional development, and cultural awareness.
- Manage site engagement programs and local culture-building activities that create meaningful opportunities for employees to connect and collaborate.
- Coordinate employee experience initiatives across key moments in the employee lifecycle, including onboarding, recognition, engagement, and community involvement.
- Develop and execute employee events, volunteer initiatives, recognition programs, and other experiences that reinforce company culture and values.
- Partner with universities and internal teams to support internship recruiting, coordinate onboarding activities, and deliver intern engagement programs.
- Collaborate with Internal Communications and HR partners to develop communications that increase program awareness, participation, and engagement.
- Monitor participation, feedback, and engagement trends to evaluate program effectiveness and identify opportunities for continuous improvement.
- Maintain program governance, documentation, calendars, budgets, vendor relationships, and reporting to support operational excellence.
- Provide insights and recommendations that enhance employee engagement, strengthen inclusion efforts, and improve the overall employee experience.
We'll put each as
- .
Qualifications: bullet points:
- Bachelor’s degree in Human Resources or Business Administration with a Human Resources emphasis or Undergraduate degree with an active HR certification via SHRM or HRCI.
- 3+ years of experience in employee engagement programs and initiatives, HR program management, communications, or community-building programs.
Qualifications
maybe also Requirements? The instruction says use headings like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We can combine Experience & Qualifications into Qualifications. Could also have Requirements separate but we have qualifications content. We'll put Qualifications. Then "About Us" section: includes "What We Give You In Return" with benefits list. That's benefits. Also includes "About Cetera" description (company overview) maybe not needed? It's substantive but not a standard heading; could be About the role? Actually "About Us" is company overview; we could put underAbout the role
maybe? But we already have role description earlier. The instruction: "Use for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule)." So we can have About the role (maybe summarizing role). But we already have role description in first paragraph; we could put that under About the role. However we also have schedule info there. Could combine.
We need to avoid filler like "commensurate with experience". Not present.
We need to include Pay section only if posting states pay. Not present. So omit Pay.
Schedule: we have schedule info: "consistent in-office schedule (Mondays, Tuesdays, and 1st & 3rd Fridays)". Also hybrid role based in Dallas, TX. So we can have Schedule section.
Benefits: we have benefits list under "What We Give You In Return". So Benefits section.
Skills: maybe not explicit; we could omit if no specific skills list. The posting mentions abilities: analyze feedback, etc. Could be considered skills but not a list. Safer to omit Skills section if not explicit.
Requirements: maybe we could separate Experience & Qualifications into Requirements (experience) and Qualifications (education). But we have both. Could put Requirements for experience, Qualifications for education. But we have both combined. Might be okay to put under Qualifications only. However instruction says prefer few substantive sections over many thin ones. So we can combine experience and education into Qualifications.
Thus sections: About the role, Responsibilities, Qualifications, Benefits, Schedule.
Check if any other sections like "About Cetera" maybe could be About the role? Not needed.
We must preserve all substantive information. So we need to include the company overview? It's substantive but not under a standard heading. Could we include it as a paragraph under About the role? The About the role heading is for role description; we could add a paragraph about company after role description? Might be okay to include as a separate section like "About the Company" but not in allowed headings list. The instruction says use those headings as examples, not strictly limited? It says "Use for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule)." It implies we should use those headings for sections; we could also use other headings if needed? Safer to stick to those. The company overview could be considered "About the role"? Not exactly. But we could incorporate it into About the role as a brief description of the company. However the instruction says "Do NOT repeat the job title as a heading (the page already shows it)". It doesn't forbid adding other headings not listed, but they gave examples. To be safe, we can include a section "About the Company" but not in list; risk of being considered not following instruction. Better to embed company overview in About the role paragraph.
Thus About the role paragraph will include: role description + company overview (Cetera description). Also mention hybrid role location and schedule? Schedule will be separate.
Let's extract company overview: "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."
That's a lot of boilerplate EEO etc. We need to remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions. The EEO statement is boilerplate; we should remove it. Also the part about agencies, workforce privacy policy maybe also boilerplate. So we should strip out EEO and legal statements. Keep only substantive description of Cetera: what they do, network, services, principal office location maybe? The principal office location is substantive? Could keep. The EEO statement is to be removed. Also the agency note and privacy policy maybe considered boilerplate; remove.
Thus About Cetera paragraph: "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."
We could keep that.
Now Benefits: list items from "What We Give You In Return": inclusive health, dental, vision, life insurance; mental health benefits; 20+ days PTO, paid holidays, 2 paid wellness days; 401(k) with company contribution up to 5%, access to financial professional; paid parental leave; HSA and FSA options; Employee Assistance Program (EAP), LifeLock, Pet Insurance; paid caregiver leave; additional benefits such as EAP, identity theft protection (LifeLock), pet insurance, other voluntary benefits. There's duplication: EAP appears twice; we can combine but preserve all info; we can list each unique benefit. We'll produce - items.
Schedule: hybrid role based in Dallas, TX, with consistent in-office schedule (Mondays, Tuesdays, and 1st & 3rd Fridays). Offering balance.
We'll put schedule in
.
Now Responsibilities: list each duty from "Key Duties & Responsibilities". Let's extract each sentence separated by period.
- Lead the administration and execution of enterprise ERG programs, including annual planning, communications, budgets, events, resources, and participation analytics.
- Partner with ERG leaders to deliver programs that strengthen employee connection, belonging, professional development, and cultural awareness.
- Manage site engagement programs and local culture-building activities that create meaningful opportunities for employees to connect and collaborate.
- Coordinate employee experience initiatives across key moments in the employee lifecycle, including onboarding, recognition, engagement, and community involvement.
- Develop and execute employee events, volunteer initiatives, recognition programs, and other experiences that reinforce company culture and values.
- Partner with universities and internal teams to support internship recruiting, coordinate onboarding activities, and deliver intern engagement programs.
- Collaborate with Internal Communications and HR partners to develop communications that increase program awareness, participation, and engagement.
- Monitor participation, feedback, and engagement trends to evaluate program effectiveness and identify opportunities for continuous improvement.
- Maintain program governance, documentation, calendars, budgets, vendor relationships, and reporting to support operational excellence.
- Provide insights and recommendations that enhance employee engagement, strengthen inclusion efforts, and improve the overall employee experience.
We'll put each as
- .
Qualifications: bullet points:
- Bachelor’s degree in Human Resources or Business Administration with a Human Resources emphasis or Undergraduate degree with an active HR certification via SHRM or HRCI.
- 3+ years of experience in employee engagement programs and initiatives, HR program management, communications, or community-building programs.
- items.
Schedule: hybrid role based in Dallas, TX, with consistent in-office schedule (Mondays, Tuesdays, and 1st & 3rd Fridays). Offering balance.
We'll put schedule in
. Now Responsibilities: list each duty from "Key Duties & Responsibilities". Let's extract each sentence separated by period. - Lead the administration and execution of enterprise ERG programs, including annual planning, communications, budgets, events, resources, and participation analytics. - Partner with ERG leaders to deliver programs that strengthen employee connection, belonging, professional development, and cultural awareness. - Manage site engagement programs and local culture-building activities that create meaningful opportunities for employees to connect and collaborate. - Coordinate employee experience initiatives across key moments in the employee lifecycle, including onboarding, recognition, engagement, and community involvement. - Develop and execute employee events, volunteer initiatives, recognition programs, and other experiences that reinforce company culture and values. - Partner with universities and internal teams to support internship recruiting, coordinate onboarding activities, and deliver intern engagement programs. - Collaborate with Internal Communications and HR partners to develop communications that increase program awareness, participation, and engagement. - Monitor participation, feedback, and engagement trends to evaluate program effectiveness and identify opportunities for continuous improvement. - Maintain program governance, documentation, calendars, budgets, vendor relationships, and reporting to support operational excellence. - Provide insights and recommendations that enhance employee engagement, strengthen inclusion efforts, and improve the overall employee experience. We'll put each as
- . Qualifications: bullet points: - Bachelor’s degree in Human Resources or Business Administration with a Human Resources emphasis or Undergraduate degree with an active HR certification via SHRM or HRCI. - 3+ years of experience in employee engagement programs and initiatives, HR program management, communications, or community-building programs.