What are the responsibilities and job description for the Retirement Plan Solutions Analyst position at Cetera Financial Group?
Job Description
The Retirement Plan Solutions Team is currently seeking to add an experience Retirement Plan Solutions Analyst to our growing team. This position will be hybrid, work from home and from your nearest Cetera office. The Retirement Plan Solutions Analyst plays a key role in maintaining and enhancing the integrity of recordkeeper (RK) data feeds and related processes. This position supports smooth data integration, accurate reporting, and effective communication with advisors, recordkeepers, and internal stakeholders.
What you will do :
- Maintain and improve recordkeeper ("RK") data feeds through discrepancy reconciliations, ensuring accuracy and data hygiene.
- Help serve as a bridge between Cetera and the recordkeepers to resolve or prevent discrepancies, ensuring smooth integration, positive advisor experience, and accurate data flow.
- Assist with acquisition efforts to ensure accurate data integration.
- Develop an understanding of agreement structures and processes to manage responsibilities effectively.
- Communicate effectively and in a timely manner with advisors, RK's and other vendors, and internal teams, ensuring clarity and professionalism.
- Maintain relationships with RK's by participating in regular meetings and fostering effective communication.
- Assist with current procedures related to RK-facing tasks.
- Proactively identify and address potential data issues, performing detailed research as needed to resolve issues or improve processes.
- Learn and understand RK processes, agreements, and associated paperwork.
- Adhere to processes, procedures, and regulatory requirements in all tasks.
- Document decisions and provide supporting rationale for management.
- Perform detailed research as required
- Assist in data reporting, ensuring accuracy and timely delivery of reports.
- Demonstrate proficiency in technology platforms used by the Retirement Plan Solutions (RPS) team.
- Perform other duties as assigned, adapting to new responsibilities and tasks as they arise to support the team and organizational goals.
What you need to have :
Travel Requirements : Up to 10%
Compensation :
The base annual salary range for this role is $75,000 to $95,000, 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.
LI-Hybrid
About Us
What we give you in return :
Not many teams can say that they support people's dreams coming to life... We happen to do that every day. And as important as we know your career is, we recognize that there's a whole lot more to life. To ensure that our Employees can make the most of their time outside of working hours, we offer a competitive salary and for full-time roles, a benefits package including :
About Cetera Financial Group :
Cetera Financial Group® ("Cetera") is a leading network of independent retail broker-dealers empowering the delivery of objective financial advice to individuals, families and company retirement plans across the country through trusted financial advisors and financial institutions. Cetera is an independent financial advisor network and a leading provider of retail services to the investment programs of banks and credit unions.
Through its multiple distinct firms, Cetera offers independent and institutions-based advisors the benefits of a large, established broker-dealer and registered investment adviser, while serving advisors and institutions in a way that is customized to their needs and aspirations. Advisor support resources offered through Cetera include award-winning wealth management and advisory platforms, comprehensive broker-dealer and registered investment adviser services, practice management support and innovative technology.
Cetera Financial Group" refers to the network of retail independent broker-dealers encompassing, among others, Cetera Advisors, Cetera Advisor Networks, Cetera Financial Institutions,and Cetera Financial Specialists.
Cetera Financial Group is committed to providing an equal employment opportunity for all applicants and employees. For us, this is the only acceptable way to do business. Accordingly, all employment decisions at the Cetera Financial Group, including those relating to hiring, promotion, transfers, benefits, compensation, and placement, will be made without regard to race, color, ancestry, national origin, citizenship, age, physical and / or mental disability, medical condition, pregnancy, genetic characteristics, religion, religious dress and / or grooming, gender, gender identity, gender expression, sexual orientation, marital status, U.S. military status, political affiliation, or any other class protected by state and / or federal law.
Agencies please note : this recruitment assignment is being managed directly by Cetera's Talent Acquisition team. We will reach out to our preferred agency partners in the rare instance we require additional talent options. Your respect for this process is appreciated.
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Salary : $75,000 - $95,000
