Digital Solutions Senior Specialist (Advisor Facing Technology)

Job Description

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

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 days 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, Cetera Financial Specialists, and First Allied Securities.

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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