- Participates in the design and development of CFG's RIA advisor platform and programs
- Communicates and works with key stakeholders to dictate business requirements
- Maintains knowledge and develops analysis of current and emerging industry trends
- Works with various internal and external constituencies to ensure timely, accurate, and on-budget delivery of initiatives
- Participates in the ongoing management of the advisor platform with a focus on trading and model management
- Supports Sales & Recruiting to drive the adoption of advisor platforms
- Collaborates with various internal teams to identify, develop, and implement process enhancements
- Manage program and process documentation
- Participates in developing advisor-facing materials (marketing material, FAQs, job aids, etc.)
- Develop reports from various sources to promote informed business decision-making
- Assists with the management of third-party vendor relationships
- Manages enhancement request and issue resolution
- Undergraduate degree from a four-year college or university
- 5-8 years of experience in the financial services industry
- Experience working with Outside RIA's preferred
- Experience with portfolio management and trading platforms, such as Tamarac, Vestmark, and Orion, desired
- Strong knowledge of the RIA landscape
- Takes initiative and desires to go above and beyond to deliver an impeccable client experience.
- Demonstrated ability to work under limited supervision, manage multiple projects, and deliver under pressure with tight and shifting deadlines
- Strong inter-personal skills: a team player with the ability to work with different groups that may be looking to accomplish varied objectives
- Excellent communication and problem-solving skills; act with professionalism when dealing with clients, business partners, and senior management
- Customer service-oriented
- Securities license (Series 7, 24, 63/65, 66) preferred
- Personal integrity, professionalism, and strong work ethic
- Strong analytical skills and attention to detail are a must
- 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, and 2 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
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Senior Investment Solutions Specialist - St Paul, United States - Cetera Financial Group
Description
The Senior Investment Solutions Specialist will support the design, development, and management of Cetera Financial Group's RIA advisor platform and programs. This individual will serve as a subject matter expert and plan an integral role in the ongoing management of the new platform. This is a hybrid role, for one of our office locations: San Diego, El Segundo, Dallas, Enfield, Boca Raton, Denver, Atlanta, St Cloud, St Paul, Schaumburg, and Des Moines.
What you will do:
What you need to have:
Compensation:
The base annual salary range for this role is $85,000 - $115,000, 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, 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.
Please review our Workforce Privacy Policy for further details on what information we collect and the purposes for collection.
