Digital Solutions Senior Specialist (Advisor Facing Technology)

We are at the forefront of transforming the future of technology in the financial industry, and we seek curious, practical individuals to help us pave the way. Our team is not intimidated by taking calculated risks, as they relish a good challenge and are eager to engage in problem-solving. As a member of our team, you will work alongside like-minded experts in a culture that is deeply rooted in innovation and progression. Join us to be part of a transformative journey that can shape the industry's future.

What we need:

The Digital Solutions Senior Specialist (Advisor Facing Technology)  will be primarily responsible for facilitating the request and review process for third party, advisor facing technology, to deliver enhanced experiences to Cetera Financial Group’s ~ 12,000 financial professionals. 

This position provides remote work as long as the success candidates is located near one of our Cetera offices such as : San Diego CA, E, Segundo, CA, Des Monies, IA, St. Paul, MN,  Schaumburg IL or Dallas Texas.

What you will do:

Initial Vendor Review

• Receive and review large volumes of vendor requests for completeness from Growth Officers, financial professionals, and other leaders throughout the organization.
• Conduct 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.
• Make recommendations on possible fit for usage within Cetera by assessing its competitiveness through the Vendor Due Diligence Questionnaire (scored assessment).
• Understand advisor needs to ensure the right vendors are engaged.

Vendor Selection

• Identify appropriate launch owners and stakeholder teams needed to participate in the vendor review & selection process.
• Schedule demos and discovery meetings with vendors and stakeholder teams.
• Capture demo & discovery outcomes and next steps in process within Airtable for tracking purposes.
• Ensure 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. 

Metrics Tracking

• Track overall status of the vendor review process, including number of submissions, launches, current status, and other relevant metrics for reporting out to business leaders. 

Required Knowledge, Skills, and Abilities:

• 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

Desired Knowledge, Skills, and Abilities:

• 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.

Minimum Required Education & Experience: 

• Bachelor's degree required; computer science degree preferred. 
• Minimum of 5 years of experience in technology or senior helpdesk experience with at least 3 years of involvement in supporting technology within the financial services industry (preferably wealth management). 

Travel Requirements: Up to 10%.

Compensation: 

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

LI-Hybrid

Salary : $80,000 - $100,000