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Senior Investment Solutions Manager
2 months ago
Cetera Financial Group is seeking a highly skilled Investment Advisory Platform Manager to support the growth and development of our RIA Services business line. This is a unique opportunity to participate in architecting, developing, and managing a newly launched advisory platform serving independent RIAs.
Key Responsibilities- Design and develop the advisory platform in alignment with the company's vision and strategy
- Manage platform enhancements from concept to launch, including documenting scope, managing requirements, and facilitating post-live transition to business as usual
- Communicate and work with key stakeholders to understand business requirements and expectations for delivery
- Prepare and present platform updates and strategic recommendations to senior leadership and other stakeholders
- Act as an advisory platform subject matter expert on projects
- Maintain knowledge current and emerging industry trends
- Analyze financial and other data, including competitive intel
- Undergraduate degree from a four-year college or university
- 8+ years of experience in the financial services industry
- Securities licenses (Series 7, 24, 63/65, 66) preferred
- Previous experience with fintech systems like Orion, Envestnet, or Black Diamond, preferred
- Knowledge of the RIA landscape preferred
- Strong Microsoft Excel and PowerPoint skills preferred
- Strong analytical skills and attention to detail
- Initiative and desire to go above and beyond to deliver a first-class client experience
- Entrepreneurial spirit with ability to manage multiple projects and deliver under pressure with tight and shifting deadlines
- Strong interpersonal skills, work ethic, and team player mentality who can work with different groups looking to accomplish varied objectives
- Excellent communication and problem-solving skills, acts with professionalism when dealing with clients, business partners, and senior management
Cetera Financial Group 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.
We are committed to providing an equal employment opportunity for all applicants and employees. For us, this is the only acceptable way to do business.
