Digital Solutions Specialist

3 days ago

Schaumburg, Illinois, United States Cetera Full time
About the Role

We are seeking a highly skilled Digital Solutions Senior Specialist to join our team at Cetera Financial Group. As a key member of our organization, you will play a critical role in facilitating the request and review process for third-party, advisor-facing technology to deliver enhanced experiences to our ~12,000 financial professionals.

Key Responsibilities

The successful candidate will be responsible for:

  • Receiving and reviewing large volumes of vendor requests for completeness from Growth Officers, financial professionals, and other leaders throughout the organization.
  • Conducting the initial review of the technology vendor via research and live technology demonstrations to determine if it is a tool that Cetera financial professionals could benefit from.
  • Making recommendations on possible fit for usage within Cetera by assessing its competitiveness through the Vendor Due Diligence Questionnaire (scored assessment).
  • Understanding advisor needs to ensure the right vendors are engaged.
  • Identifying appropriate launch owners and stakeholder teams needed to participate in the vendor review & selection process.
  • Scheduling demos and discovery meetings with vendors and stakeholder teams.
  • Capturing demo & discovery outcomes and next steps in process within Airtable for tracking purposes.
  • Ensuring forward progress by maintaining action items and vendor review project plans within Airtable.
  • Responsible for escalating process stalls to the Director for further intervention and/or escalation.
  • Tracking overall status of the vendor review process, including number of submissions, launches, current status, and other relevant metrics for reporting out to business leaders.
Requirements

The ideal candidate will possess:

  • Strong communication and presentation skills.
  • Ability to apply a data-driven approach to comprehend the marketplace, customer needs (both end-consumer and financial advisor), and competitor offerings.
  • Proficient in understanding financial systems and Customer Relationship Management (CRM) platforms.
  • Demonstrated ability to engage, collaborate, and foster trust with cross-functional teams.
  • Enthusiastic about tracking and understanding tech trends, with the capacity to interpret and apply them to inform product roadmap and innovation opportunities.
  • Capable of working across various organizational levels and departments.
  • Ability to work on multiple projects simultaneously in a fast-paced environment.
  • Ability to work with Microsoft Office 365 including, Word, Excel, and PowerPoint.
Preferred Qualifications

The following qualifications are highly desirable:

  • Ability to excel under pressure and prioritize multiple tasks simultaneously while delivering on-time and with quality.
  • Collaborative, team-based approach, and transparent communication style in terms of how you approach your work.
Compensation and Benefits

The salary range for this role is $80,000 - $100,000 plus 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. Compensation ranges may differ in differing locations due to cost of labor considerations.

This is a hybrid role, with up to 10% travel required.

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