Cetera Financial Group | Senior Investment Solutions Specialist
4 days ago
Cetera Financial Group (CFG) is seeking a Senior Investment Solution Specialist to play a key role in integrating newly acquired firms and assets onto our award-winning investment advisory platform, My Advice Architect, currently representing roughly $200 billion in Assets Under Management (AUM).
This role is for those who thrive in a fast-paced environment and enjoy solving complex challenges. You’ll be responsible for coordinating multiple workstreams and deliverables to streamline firm integrations and ensure alignment across systems, processes, and policies. This role requires strategic thinking and the ability to collaborate and coordinate with multiple departments like Corporate Development, Operations, Legal, and Compliance, as well as with external vendors and partners. This role reports to the Director of Investment Advisory Integrations.
This hybrid role, 2 days weekly in the office.
What you will do:
- Formulate integration strategies for newly acquired firms to ensure a smooth transition onto CFG’s advisory platforms.
- Act as a subject matter expert (SME) on advisory programs, covering performance reporting, trading, proposal generation, advisory billing, and compliance policies.
- Identify opportunities to optimize integration processes across data management, policies, and platform functionalities.
- Collaborate with internal teams to develop and implement process improvements that enhance efficiency and reduce integration timelines.
- Partner with internal and external project managers to manage project plans, timelines, and task lists for firm transitions.
- Liaise with key stakeholders to understand business requirements and set clear expectations for integration projects.
- Develop custom advisor-facing materials (e.g., roadmaps, training, FAQs, and job aids) to support smooth onboarding and adoption of CFG platforms.
- Monitor industry trends and platform developments to maintain a competitive edge and support innovative solutions.
- Prepare and present project updates and recommendations to leadership and stakeholders.
What you need to have:
- Bachelor’s degree required; Master’s degree or relevant certifications preferred.
- FINRA Series 7, 65/66 licenses are highly desirable; must be willing to obtain.
- Must have 5-8 years in financial services, with expertise in advisory platforms like Orion, Envestnet, or Black Diamond. Familiarity with custodial platforms (Pershing, Fidelity, Schwab) is essential.
- Strong project management or business analysis skills (PMP®, PMI-PBA®, or CSM® preferred), technical writing, problem-solving, and proficiency in Excel and PowerPoint.
- Analytical, detail-oriented, and capable of managing multiple projects under tight deadlines with minimal supervision.
- Exceptional communication, customer service orientation, strategic thinking, and ability to collaborate with diverse teams and stakeholders.
- Integrity, professionalism, strong work ethic, and a proactive, client-focused approach.
Compensation:
The base annual salary range for this role is $75,00 to $110,000, 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.
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, 1 paid wellness day and 1 days of paid volunteer time off (VTO) 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.
About Cetera Financial Group:
Cetera Financial Group® ("Cetera") is a leading network of independent retail broker-dealers 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 an independent financial advisor network and a leading provider of retail services to the investment programs of banks and credit unions.
Through its multiple distinct firms, Cetera offers independent and institutions-based advisors the benefits of a large, established broker-dealer and registered investment adviser, while serving advisors and institutions in a way that is customized to their needs and aspirations. 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" refers to the network of retail independent broker-dealers encompassing, among others, Cetera Advisors, Cetera Advisor Networks, Cetera Financial Institutions, Cetera Financial Specialists, and First Allied Securities.
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 the 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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