Senior Investment Solution Manager

Cetera Financial Group (CFG) is currently seeking a Senior Investment Solutions Manager to help grow Advisory programs and products associated with our award-winning Investment Advisory platform, My Advice Architect. This is a unique opportunity to contribute to the competitive positioning and growth of the program solutions available on My Advice Architect. This role will contribute to roadmap strategy, program and product enhancements and key projects. This role plays a critical role in ensuring the ongoing competitive positioning of the My Advice Architect platform, enabling financial professionals to provide quality advice and service to investor clients.

What you will do:

• Program and Product Development
• Work with leadership to understand and execute strategic priorities, identify opportunities for program and product enhancements
• Support a continuous cycle of exploring potential offerings and processes and identify weaknesses, gaps and opportunities for improvement
• Identify new opportunities to broaden value proposition, drive advisory adoption and see through to execution
• Collaborate with key stakeholders across the organization to understand business requirements and expectations for delivery of initiatives
• Assist in the implementation of program and product enhancements from concept to launch
• Assist in the gathering of intelligence / competitive analysis on trends in investment advisory programs and products
• Act as a subject matter expert on special projects
• Program and Product Management
• Assist with the management of third-party relationships including new product and program enhancement opportunities
• Build an detailed understanding of current-state program and product offerings
• Provide subject matter expertise in support of the Advisory Sales and Recruiting teams
• Provide program and product mapping support for acquisitions / conversions
• Gather and analyze customer feedback to improve program and product offerings
• Capture and share business results, best practices and success insights to share with internal teams and leadership

What you need to have:

• Undergraduate degree from an accredited four-year college or university; Master’s degree desirable; Securities licenses (Series 7, 24, 63/65, 66) preferred
• In depth knowledge of Envestnet (ENV2) system, Orion knowledge a plus
• In depth understanding of the Investment Advisory landscape and Advisory program and product offerings
• CFP, CIMA, AIF or other relevant industry designations highly desirable
• A minimum of 8 years of relevant experience in the financial services industry
• Personal integrity, professionalism and strong work ethic
• Strong organizational and analytical skills; must be detail-oriented
• Microsoft Excel and PowerPoint skills preferred

Our top performers share the following traits:

• Inquisitive nature and excellent problem-solving skills; experience with troubleshooting and end-to-end solutioning
• Demonstrated ability to work under limited supervision, managing multiple projects and delivering under tight and shifting deadlines
• Exhibits strategic thinking and capable of articulating ideas to a diverse group of stakeholders
• Strong inter-personal skills; a team player with ability to work with different groups that may be looking to accomplish varied objectives
• Excellent communication skills, acts with professionalism when dealing with clients, business partners, and senior management
• Customer service-oriented

Compensation:

The base annual salary range for this role is $110,000 to $135,000, 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.

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:

• Inclusive health, dental, vision and life insurance plans built to support diverse lifestyles, offer preventative care, and protect against hardship.
• Easy access to mental health benefits to meet our team members and their families where they are.
• 20 days of paid time off (PTO), paid holidays, 1 paid wellness day and 1 day of paid volunteer time off (VTO) to give our employees the time they need to stay close with their loved ones, recharge, and give back to their communities.
• 401(k) Savings plan with a generous company contribution (up to 5%), and access to a financial professional to offer our employees the opportunity to plan-ahead for a strong financial future well beyond their working years.
• Paid parental leave to support all team members with birth, adoption, and foster.
• Health Savings and Flexible Spending Account options to help you save money on healthcare, daycare, commuting, and more.
• Employee Assistance Program (EAP), LifeLock, Pet Insurance and more.

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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