Senior Investment Solutions Manager

4 weeks ago


San Diego, California, United States Cetera Financial Group Full time
About the Role

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 of current and emerging industry trends
  • Analyze financial and other data, including competitive intel
Requirements
  • 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
  • Excellent communication and problem-solving skills
About Cetera Financial Group

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.



  • San Diego, California, United States Voya Financial Full time

    We are seeking a highly motivated and experienced Senior Investment Researcher to join our team at Voya Financial. As a key member of our research team, you will be responsible for conducting fundamental research, developing insight into future fixed income/credit performance, and issuing well-supported, accurate recommendations to the firm.Key...


  • San Francisco, California, United States Goldman Sachs Full time

    Job Title: Senior Investment ManagerWe are seeking a highly skilled Senior Investment Manager to join our Alternative Investments & Manager Selection Group (AIMS). As a key member of our team, you will be responsible for conducting sourcing and due diligence of technology-focused private equity funds, including venture capital and growth equity funds, for...


  • San Diego, California, United States Voya Financial Full time

    Job SummaryWe are seeking a highly skilled Senior Investment Researcher to join our team at Voya Financial. As a Senior Investment Researcher, you will be responsible for conducting fundamental research, developing insight into future fixed income/credit performance, and issuing well-supported, accurate recommendations to the firm.The ideal candidate will...


  • San Diego, California, United States LPL Financial Full time

    Senior Counsel, Alternative InvestmentsLPL Financial is seeking a seasoned attorney to join our legal team as Senior Counsel, Alternative Investments. This role will focus on contracting for the firm's alternative investment offerings, including hedge funds, private credit funds, private equity funds, REITs, qualified opportunity zone funds, and other...


  • San Diego, California, United States Voya Financial Full time

    About the RoleWe are seeking a highly skilled Senior Analyst to join our team at Voya Financial. As a key member of our research team, you will be responsible for conducting fundamental research, developing insight into future fixed income/credit performance, and issuing well-supported, accurate recommendations to the firm.Key ResponsibilitiesProduce...


  • San Diego, California, United States Voya Financial Full time

    Job SummaryWe are seeking a highly skilled Senior Analyst to join our team at Voya Financial. The ideal candidate will have a strong background in financial research, with a focus on fixed income and credit analysis.Key ResponsibilitiesConduct in-depth research on fixed income and credit markets to identify investment opportunities.Develop and maintain a...


  • San Diego, California, United States CyberCoders Full time

    CyberCoders is seeking a highly skilled Senior Account Manager to join our team. As a key member of our sales team, you will be responsible for selling complex IT solutions to key enterprise clients. Your primary focus will be on growing revenue in the region and engaging with key stakeholders to understand business issues and objectives. You will use sales...


  • San Diego, California, United States Bank of America Full time

    Job Title: Financial Solutions AdvisorBank of America is seeking a highly skilled Financial Solutions Advisor to join our team. As a key member of our Consumer Investments group, you will be responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals.Key Responsibilities:Triage client leads...

  • Investment Advisor

    4 weeks ago


    San Francisco, California, United States Innova Solutions Full time

    Job Title: Investment Advisor - Wealth ManagementInnova Solutions is seeking an experienced Investment Advisor to join our team in Denver, CO. As an Investment Advisor, you will be responsible for managing the financial assets of high net worth individuals and families.Key Responsibilities:Manage a portfolio of high net worth clients, providing investment...


  • San Francisco, California, United States LinkedIn Full time

    Job Title: Senior Client Solutions Manager, Enterprise, Marketing SolutionsAbout the Role:We are seeking a Senior Client Solutions Manager to join our Enterprise Solutions Group, LinkedIn Marketing Solutions. As a Senior Client Solutions Manager, you will be responsible for managing relationships with our fastest-growing technology customers. You will...


  • San Francisco, California, United States Social Finance Ltd Full time

    Job DescriptionAs a Senior Staff Designer at Social Finance Ltd, you will play a key role in shaping the future of our Invest product. You will be responsible for imagining and creating new initiatives, setting high standards for excellence, and collaborating with cross-functional teams.The ideal candidate will have 12+ years of experience in product...


  • San Francisco, California, United States Soul Equity Solutions Full time

    About Soul Equity SolutionsSoul Equity Solutions is a retained Executive Search firm dedicated to guiding Middle Market Private Equity Firms and their Portfolio Companies to best-in-class talent.About the RoleThe Private Equity Analyst will join a private investment firm in their San Francisco Bay area office, focusing on the middle market with acquisitions...


  • San Francisco, California, United States Citigroup Inc Full time

    Job SummaryThe Senior Investment Counselor Group Manager is a critical role within Citigroup Inc, responsible for leading multiple teams through other managers. This position requires a deep understanding of how one's sub-function contributes to achieving the objectives of the function, as well as a good understanding of the industry, direct competitors'...


  • San Diego, California, United States Amazon Full time

    The Compliance Solutions Delivery team is seeking a Senior Risk Manager to protect Amazon customers from products that are illegal, illegally marketed, unsafe, or otherwise prohibited by Amazon policies.This role will involve working closely with corporate counsel, legal, business teams, and operational excellence teams to deliver high-impact end-to-end...


  • San Francisco, California, United States Syon Capital Full time

    About Syon CapitalSyon Capital is a dynamic and highly regarded multi-family office, headquartered in San Francisco, serving ultra-high net worth clients. We provide a wide range of financial services, including investment, financial, and retirement planning, lending strategy and management, and family office services.Our modern and collaborative approach to...

  • Electrical Engineer

    4 weeks ago


    San Diego, California, United States BD (Becton, Dickinson and Company) Full time

    Job Title: Senior Electrical EngineerAbout the Role:BD is a leading medical technology company that is committed to advancing the world of health. We are seeking a Senior Electrical Engineer to join our Medication Management Solutions team. As a Senior Electrical Engineer, you will be responsible for designing and developing electrical systems for our...


  • San Francisco, California, United States Social Finance Ltd Full time

    Shape the Future of Investment with UsAt Social Finance Ltd, we're revolutionizing the way people interact with personal finance. As a Senior Staff Product Designer, you'll play a crucial role in shaping the future of our investment products.About the RoleAs a key member of our design team, you'll be responsible for imagining and creating innovative...


  • San Mateo, California, United States Forgepoint Capital Full time

    Join Forgepoint Capital as a Senior Associate and contribute to the investment process from initial meetings to final investments. Key Responsibilities: * Assist in the investment process, ensuring seamless execution from start to finish * Collaborate with cross-functional teams to drive business growth and success * Develop and maintain expertise in...


  • San Francisco, California, United States Dealpath Full time

    Job Title: Senior Product Manager - Real Estate Investment ManagementWe are seeking an experienced Senior Product Manager to lead our product development efforts in real estate investment management. As a key member of our team, you will be responsible for defining and prioritizing product features, collaborating with cross-functional teams, and driving...


  • San Diego, California, United States OwnBackup Full time

    At OwnBackup, we're looking for a skilled Senior Solution Engineer to join our team. As a key member of our pre-sales capacity, you will be responsible for owning technical discussions, product demonstrations, proofs-of-concept, and proving out the value of our solution to our prospects and customers.Your Day-to-Day RoleDeliver compelling product...