What are the responsibilities and job description for the Client Solutions Senior Liaison position at Cambridge Investment Research, Inc.?
Overview
About Us:
Cambridge Investment Research, Inc. stands as one of the nation’s premier independent financial solutions firms, dedicated to empowering independent financial advisors and their clients. At Cambridge, we cultivate an inclusive, dynamic environment that thrives on innovation, collaboration, and growth. Our team is driven by a shared commitment to excellence, fostering a workplace where every individual feels valued, supported, and inspired to succeed.
We provide a comprehensive range of flexible solutions across advice, growth, technology, and independence, tailored to meet the unique needs of our advisors. Guided by our core values—integrity, commitment, flexibility, and kindness—we lead with purpose, delivering impactful results for our clients and partners.
At Cambridge, we don’t just adapt to change; we shape it. As innovators, problem solvers, and trailblazers, we are redefining what it means to be independent. We are Cambridge.
Job Summary:
We are seeking a dynamic and driven Client Solutions Liaison to join our innovative financial solutions firm and empower our financial professionals to thrive. In this pivotal role, you will lead product marketing strategies that drive business growth, ensuring alignment with the unique needs of financial professionals. As a subject matter expert, you'll provide strategic insights, support business objectives, and help position our offerings for success. You'll dive into market research to maintain our competitive edge, uncover new opportunities, and collaborate closely with internal teams and external partners. As a confident spokesperson, you'll also represent the firm at conferences and meetings, showcasing your expertise and passion.
If you thrive in dynamic environments where you can lead, innovate, and collaborate, we have the perfect opportunity for you to make a lasting impact and help shape the future of financial solutions.
Essential Duties
The ideal candidate would possess an intermediate level of experience, typically around 5 or more years, with sales, market research, and/or product knowledge within the financial industry.
Certificates & Licenses
Financial Industry Regulatory Authority (FINRA) Series 7 license is required for this role.
Compensation: $60,000-$80,000. This range is a good faith estimate of the compensation to be offered for this position based on the ideal candidate’s qualifications, the Company’s operational needs, and other considerations permitted by law. The actual pay offered to a specific candidate may vary above or below the stated range.
Benefits: Cambridge has competitive benefits and promotes a work/life balance to encourage individual success.
About Us:
Cambridge Investment Research, Inc. stands as one of the nation’s premier independent financial solutions firms, dedicated to empowering independent financial advisors and their clients. At Cambridge, we cultivate an inclusive, dynamic environment that thrives on innovation, collaboration, and growth. Our team is driven by a shared commitment to excellence, fostering a workplace where every individual feels valued, supported, and inspired to succeed.
We provide a comprehensive range of flexible solutions across advice, growth, technology, and independence, tailored to meet the unique needs of our advisors. Guided by our core values—integrity, commitment, flexibility, and kindness—we lead with purpose, delivering impactful results for our clients and partners.
At Cambridge, we don’t just adapt to change; we shape it. As innovators, problem solvers, and trailblazers, we are redefining what it means to be independent. We are Cambridge.
Job Summary:
We are seeking a dynamic and driven Client Solutions Liaison to join our innovative financial solutions firm and empower our financial professionals to thrive. In this pivotal role, you will lead product marketing strategies that drive business growth, ensuring alignment with the unique needs of financial professionals. As a subject matter expert, you'll provide strategic insights, support business objectives, and help position our offerings for success. You'll dive into market research to maintain our competitive edge, uncover new opportunities, and collaborate closely with internal teams and external partners. As a confident spokesperson, you'll also represent the firm at conferences and meetings, showcasing your expertise and passion.
If you thrive in dynamic environments where you can lead, innovate, and collaborate, we have the perfect opportunity for you to make a lasting impact and help shape the future of financial solutions.
Essential Duties
- Lead and Inspire: Develop and execute comprehensive product marketing plans that resonate with our target audience and drive growth.
- Be the Face of Our Brand: Represent our company in media engagements, public appearances, and product-related inquiries, effectively positioning our offerings in the market.
- Drive Profitability: Ensure our product strategies meet profitability and growth targets through meticulous planning and execution.
- Stay Ahead of the Curve: Conduct ongoing market research to differentiate our products, tackle competitive challenges, and uncover new market opportunities.
- Engage and Educate: Participate in and present at internal and external conferences, meetings, and webinars to communicate our product positioning and strategies.
- Collaborate for Success: Work closely with marketing, sales, product development teams, and alliance partners to ensure cohesive strategies and seamless execution.
The ideal candidate would possess an intermediate level of experience, typically around 5 or more years, with sales, market research, and/or product knowledge within the financial industry.
Certificates & Licenses
Financial Industry Regulatory Authority (FINRA) Series 7 license is required for this role.
Compensation: $60,000-$80,000. This range is a good faith estimate of the compensation to be offered for this position based on the ideal candidate’s qualifications, the Company’s operational needs, and other considerations permitted by law. The actual pay offered to a specific candidate may vary above or below the stated range.
Benefits: Cambridge has competitive benefits and promotes a work/life balance to encourage individual success.
- Premium benefit package including medical, vision, dental, life and long-term disability insurance
- Vacation/sick time
- 401K retirement plan with company matching program
- Eleven paid holidays
Salary : $60,000 - $80,000
