What are the responsibilities and job description for the Senior Investment Solutions Advisor position at Cetera Financial Group?
Cetera Financial Group (CFG) is seeking a Senior Investment Solutions Advisor to play a pivotal role in the integration of newly acquired firms and assets into our award-winning investment advisory platform, My Advice Architect, which currently manages approximately $200 billion in Assets Under Management (AUM).
This position is ideal for individuals who thrive in a dynamic environment and are motivated to tackle complex challenges. You will coordinate various workstreams and deliverables to streamline firm integrations, ensuring alignment across systems, processes, and policies. Strategic thinking and effective collaboration with various departments such as Corporate Development, Operations, Legal, and Compliance, in addition to external vendors and partners, are essential. You will report directly to the Director of Investment Advisory Integrations.
This role offers a hybrid work arrangement, requiring you to be in the office 2 days a week.
Key Responsibilities :
- Develop and implement integration strategies for newly acquired firms to ensure seamless transitions onto CFG's advisory platforms.
- Serve as a subject matter expert (SME) on advisory programs, which includes performance reporting, trading, proposal generation, advisory billing, and compliance policies.
- Identify and leverage opportunities to optimize integration processes across data management, policies, and platform functionalities.
- Collaborate with internal teams to enhance and streamline processes, improving efficiency and reducing the time required for integrations.
- Work closely with internal and external project managers to maintain project plans, timelines, and task lists for transitions.
- Communicate with key stakeholders to gather business requirements and establish clear expectations for integration projects.
- Create custom advisor-facing materials (such as roadmaps, training materials, FAQs, and job aids) to facilitate smooth onboarding and adoption of CFG platforms.
- Stay informed of industry trends and platform advancements to maintain a competitive edge and provide innovative solutions.
- Prepare and deliver project updates and recommendations to leadership and stakeholders.
Qualifications :
Compensation :
The base annual salary for this role ranges from $75,000 to $110,000, accompanied by a competitive performance-based bonus. The actual salary will vary based on factors such as skill set, years of experience, certifications, and location.
What We Offer :
At Cetera, we support our team members' dreams and understand that life is about more than just work. We offer a comprehensive compensation and benefits package for full-time roles, which includes :
About Cetera Financial Group :
Cetera Financial Group ("Cetera") is a leading network of independent retail broker-dealers that empowers the delivery of objective financial advice to individuals and institutions across the country through trusted financial advisors. Cetera offers independent and institution-based advisors the benefits of a large, established broker-dealer while providing customized support that meets their unique needs and goals.
Cetera is committed to providing equal employment opportunities for all applicants and employees, ensuring that all decisions are made without regard to race, color, ancestry, national origin, citizenship, age, physical and / or mental disability, medical condition, pregnancy, genetic characteristics, religion, gender identity, gender expression, sexual orientation, marital status, U.S. military status, political affiliation, or any other class protected by law.
Salary : $75,000 - $110,000
