Senior Platform Improvement Specialist
Apply NowCompany: Cetera Financial Group
Location: San Diego, CA 92154
Description:
Job Description
Cetera Financial Group is seeking a Senior Platform Improvement Specialist. This person will play a pivitol role in gathering feedback from business stakeholders and partner with internal business owners to translate business needs into innovative technology requirements and solutions and drive delivery with vendors (in conjunction with IT as appropriate). This role will partner with various councils, comprised of our advisors and their staff to ensure we design solutions that not only address internal stakeholder feedback, but create capabilities to unlock efficiencies with our advisors.
What You Will Do:
Manage key vendor relationships and ensure those vendors engages meet Cetera's business needs and expectations.
Identify potential new vendors and oversee the selection and bid process. Make recommendations to add new vendors.
Manage internal stakeholder roadmaps for key vendors and provide oversight so that business enhancements are defined, scheduled, and delivered on time.
Establish and manage vendor governance processes for key technologies to ensure all changes are reviewed and approved by internal stakeholders.
Ensure business data requirements are captured and delivered with each vendor to support business reporting.
Partner with the Change Governance Committee (CGC) to ensure that changes with vendor technology platforms are communicated and managed via the CGC.
Work with the M&A team to coordinate conversion activity with key internal facing vendors (e.g., Docupace, SF, etc. as part of the M&A project.
Partner with key vendors during BCP events to ensure business processes are accurately described and maintained during the BCP event.
Vendors may include, but are not limited to:
o Salesforce
Other duties as assigned.
What You Need:
Demonstrated ability to manage multiple priorities across internal and external stakeholders.
Effective verbal and written communication skills and a proficiency in writing technical specifications are required.
Ability to understand and manage complex software and database systems is required.
Ability to manage concurrent projects, reason analytically, and work with people possessing differing levels of technical knowledge is required.
Experience with Salesforce Service & Sales Clouds
Expeirence as a product owner
Experience leading or building recruiting, onboarding, and transitions technology capabilitites
Preferred Qualifications:
Bachelor's degree or the equivalent is required.
Minimum of 5 year(s) of experience in platform design and development
Minimum two years project management experience
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:
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.
Please review our Workforce Privacy Policy for further details on what information we collect and the purposes for collection.
Cetera Financial Group is seeking a Senior Platform Improvement Specialist. This person will play a pivitol role in gathering feedback from business stakeholders and partner with internal business owners to translate business needs into innovative technology requirements and solutions and drive delivery with vendors (in conjunction with IT as appropriate). This role will partner with various councils, comprised of our advisors and their staff to ensure we design solutions that not only address internal stakeholder feedback, but create capabilities to unlock efficiencies with our advisors.
What You Will Do:
Manage key vendor relationships and ensure those vendors engages meet Cetera's business needs and expectations.
Identify potential new vendors and oversee the selection and bid process. Make recommendations to add new vendors.
Manage internal stakeholder roadmaps for key vendors and provide oversight so that business enhancements are defined, scheduled, and delivered on time.
Establish and manage vendor governance processes for key technologies to ensure all changes are reviewed and approved by internal stakeholders.
Ensure business data requirements are captured and delivered with each vendor to support business reporting.
Partner with the Change Governance Committee (CGC) to ensure that changes with vendor technology platforms are communicated and managed via the CGC.
Work with the M&A team to coordinate conversion activity with key internal facing vendors (e.g., Docupace, SF, etc. as part of the M&A project.
Partner with key vendors during BCP events to ensure business processes are accurately described and maintained during the BCP event.
Vendors may include, but are not limited to:
o Salesforce
Other duties as assigned.
What You Need:
Demonstrated ability to manage multiple priorities across internal and external stakeholders.
Effective verbal and written communication skills and a proficiency in writing technical specifications are required.
Ability to understand and manage complex software and database systems is required.
Ability to manage concurrent projects, reason analytically, and work with people possessing differing levels of technical knowledge is required.
Experience with Salesforce Service & Sales Clouds
Expeirence as a product owner
Experience leading or building recruiting, onboarding, and transitions technology capabilitites
Preferred Qualifications:
Bachelor's degree or the equivalent is required.
Minimum of 5 year(s) of experience in platform design and development
Minimum two years project management experience
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 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.
Please review our Workforce Privacy Policy for further details on what information we collect and the purposes for collection.