What are the responsibilities and job description for the Client Solutions Senior Liaison position at Cambridge Investment Research (USA)?
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 :
Do you thrive in dynamic environments where you can lead, innovate, and collaborate? If so, we have the perfect opportunity for you!
As our Client Solutions Liaison , you will be the driving force behind our product marketing strategies, ensuring alignment with the goals of financial professionals to fuel business growth. Your expertise will position you as the go-to subject matter expert, providing invaluable insights and support to achieve our business objectives. The ideal candidate will perform market research to maintain product differentiation and identify new opportunities, while collaborating with internal teams and external partners. This position also requires acting as a spokesperson and presenting at company conferences and meetings. Join us and be part of a team that values innovation, collaboration, and excellence. Together, we can shape the future.
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.
Education & Experience
The ideal candidate would possess an intermediate level of experience, typically around 5 or more years, with sales, market research, and the financial industry.
Certificates & Licenses
Financial Industry Regulatory Authority (FINRA) Series 7 license is required for this role.
Compensation : $55,000-$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.
You can find more details about our comprehensive benefits package here.
LI-MM2
Salary : $55,000 - $80,000
