Investment Analytics Solution Specialist

7 days ago


El Segundo, California, United States Cetera Financial Group Full time
About the Role
We are seeking a skilled Investment Analytics Solution Specialist to join our team at Cetera Financial Group. As a member of our team, you will work closely with cross-functional teams to ensure field-facing teams are aware of any new initiatives. Your key objective will be to coordinate with approved reporting 3rd party vendors to deliver high-quality investment analytics tools and resources.

Key Responsibilities:
  • Create and recommend the product category vision and strategy; articulating the specific functionality and needs for investment analytics capabilities and experience that need to be delivered based on feedback/input from advisor tech committee, channel leaders, and Digital Solutions leadership.
  • Manage any 3rd party vendor solutions that provide an investment analytic capability.
  • Participate in cross-team development reviews and discussions to ensure a complete understanding and alignment with the AdviceWorks roadmap.

Requirements
We are looking for an experienced leader and/or influencer of people and distributed teams who can use a lean/design thinking/user-centered design approach to product vision, design, and roadmap management. You should be able to understand technical subject matter and make informed decisions/trade-offs in partnership with application development and engineering teams.

Compensation
The estimated salary range for this role is $125,000 - $155,000 per year, plus a competitive performance-based bonus. Compensation packages are based on a wide array of factors unique to each candidate, including but not limited to skill set, years and depth of experience, certifications, and specific office location.

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