What are the responsibilities and job description for the Senior Investment Solutions Specialist position at Candidate Experience site?
Cetera Financial Group (CFG) is seeking a Senior Investment Solution Specialist to play a key role in integrating newly acquired firms and assets onto our award-winning investment advisory platform, My Advice Architect, currently representing roughly $200 billion in Assets Under Management (AUM).
This role is for those who thrive in a fast-paced environment and enjoy solving complex challenges. You’ll be responsible for coordinating multiple workstreams and deliverables to streamline firm integrations and ensure alignment across systems, processes, and policies. This role requires strategic thinking and the ability to collaborate and coordinate with multiple departments like Corporate Development, Operations, Legal, and Compliance, as well as with external vendors and partners. This role reports to the Director of Investment Advisory Integrations.
This hybrid role requires being near one of our office locations: El Segundo, CA | San Deigo, CA | Des Moines, IA| Schaumburg, IL | St Cloud, MN | St Paul, MN | Dallas, TX.
What you will do:
- Formulate integration strategies for newly acquired firms to ensure a smooth transition onto CFG’s advisory platforms.
- Act as a subject matter expert (SME) on advisory programs, covering performance reporting, trading, proposal generation, advisory billing, and compliance policies.
- Identify opportunities to optimize integration processes across data management, policies, and platform functionalities.
- Collaborate with internal teams to develop and implement process improvements that enhance efficiency and reduce integration timelines.
- Partner with internal and external project managers to manage project plans, timelines, and task lists for firm transitions.
- Liaise with key stakeholders to understand business requirements and set clear expectations for integration projects.
- Develop custom advisor-facing materials (e.g., roadmaps, training, FAQs, and job aids) to support smooth onboarding and adoption of CFG platforms.
- Monitor industry trends and platform developments to maintain a competitive edge and support innovative solutions.
- Prepare and present project updates and recommendations to leadership and stakeholders.
What you need to have:
- Bachelor’s degree required; Master’s degree or relevant certifications preferred.
- FINRA Series 7, 65/66 licenses are highly desirable; must be willing to obtain.
- Must have 5-8 years in financial services, with expertise in advisory platforms like Orion, Envestnet, or Black Diamond. Familiarity with custodial platforms (Pershing, Fidelity, Schwab) is essential.
- Strong project management or business analysis skills (PMP®, PMI-PBA®, or CSM® preferred), technical writing, problem-solving, and proficiency in Excel and PowerPoint.
- Analytical, detail-oriented, and capable of managing multiple projects under tight deadlines with minimal supervision.
- Exceptional communication, customer service orientation, strategic thinking, and ability to collaborate with diverse teams and stakeholders.
- Integrity, professionalism, strong work ethic, and a proactive, client-focused approach.
Compensation:
The base annual salary range for this role is $75,00 to $110,000, plus a competitive performance-based bonus. Base annual salary depends on a wide array of factors, including but not limited to skill set, years and depth of experience, certifications, and location. Base annual salary may also differ significantly due to geography and cost of labor considerations.
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