Investment Solutions Specialist

Cetera Financial Group (CFG) is seeking an Investment Solution Specialist to support integration work for newly acquired firms and assets onto our award-winning investment advisory platform, My Advice Architect, currently representing roughly $200 billion in Assets Under Management (AUM).

This role operates in a fast-paced environment and involves solving complex challenges. Coordination of workstreams and deliverables to streamline firm integrations and ensure alignment across systems, processes, and policies is required. The Investment Solutions Specialist will work with leadership to collaborate and coordinate across multiple departments such as Corporate Development, Operations, Legal, and Compliance, as well as with external vendors and partners to ensure integration success. This role reports to the Director of Investment Advisory Integrations.

This hybrid role requires being near one of our office locations : El Segundo, CA| Des Moines, IA| St Cloud, MN | Dallas, TX.

What you will do :

• Support integration strategies for newly acquired firms to ensure a smooth transition onto Cetera’s advisory platforms.
• Assist the Investment Solutions Integration team in developing timelines and task lists for firm transitions.
• Draft materials (e.g., FAQs and job aids) to support smooth onboarding and adoption of Cetera’s platform.
• Conduct platform testing in UAT and production environments to confirm as expected operations and identify issues.
• Prepare project updatesfor leadership and stakeholders.
• Analyze data to identify potential challenges; standardize and map data for platform setup.
• Serve as a point of contact for questions on advisory programs, performance reporting, trading, proposal generation, advisory billing, and compliance policies.
• Track open items and surface potential obstacles to success
• Identify opportunities to optimize integration processes across data management, policies, and platform functionalities.
• Collaborate with internal teams to develop and implement process improvements that enhance efficiency and reduce integration timelines.
• Monitor industry trends and platform developments to maintain a competitive edge and support innovative solutions.

What you need to have :

Compensation :

The base annual salary range for this role is $68,000 - $95,000, 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