Oracle Cloud ERP · 3 weeks ago
Product Specialist – RIA Blueprint Platform
San Diego, CA, United States
Full-time
Hybrid
Senior Level, Lead/Staff
$73K/yr - $126K/yr
8+ years expOracle Cloud ERP is a leader in financial services and is seeking a Product Specialist for their RIA Blueprint Platform. This role will support the design, development, and management of the advisory platform, collaborating with various teams to drive enhancements and ensure operational excellence.
Information Technology & Services
Responsibilities
Oversee day-to-day management of the advisory platform, including BD and advisor-level customizations, issue resolution with Compliance, Advisory Billing & Reporting, and Operations
Coordinate with Operations, Trading, and Overlay Managers to anticipate and resolve procedural, operational, and trading issues
Partner with the Wealth Management Consulting team to drive advisor adoption and engagement with the platform
Collaborate with internal teams to identify, design, and implement process improvements that enhance efficiency and user experience
Act as a liaison between product, operations, and strategic partners, ensuring clear communication of priorities, requirements, and updates
Maintain accurate program and process documentation
Contribute to the development of advisor-facing materials such as marketing collateral, FAQs, and job aids
Generate and analyze reports from multiple sources to support informed business decisions
Work with internal and external stakeholders to ensure timely, accurate, and cost-effective delivery of initiatives
Provide consultative support to advisors on trading capabilities and creating differentiated advisor experiences
Assist in managing relationships with third-party vendors, including Financial Planning, Performance Reporting, and Overlay Management providers
Support enhancement requests and issue resolution with vendors to maintain platform integrity and performance
Participate in the design and development of CFG’s advisory platform and products, contributing to the Product Development Group’s vision and strategy
Gather and communicate business requirements from key stakeholders to inform product enhancements
Serve as a subject matter expert on advisory products for cross-functional projects
Stay informed on industry trends, competitive landscape, and emerging technologies to guide platform evolution
Analyze financial and operational data to identify opportunities for innovation and improvement
Qualification
Required
Bachelor's degree or combination of equivalent education and experience
8+ years of experience in financial services, with a strong understanding of advisory platforms
Strong MS Office including Excel and PowerPoint skills
Strong analytical skills and attention to detail
Demonstrated ability to manage multiple projects under tight deadlines
Strong interpersonal and communication skills; able to collaborate effectively across diverse teams and objectives
High level of professionalism and client-service orientation
Proactive, solutions-driven mindset with a commitment to delivering an outstanding advisor experience
Preferred
Master's degree or relevant professional designations
Securities licenses (Series 7, 24, 63/65, or 66)
Experience with platforms such as Orion, Envestnet, or Black Diamond highly desirable
Benefits
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 paid wellness days 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.
Company
Oracle Cloud ERP
Oracle Cloud ERP is a software as a service, SaaS, solution for businesses to control and manage multiple facets of their business.
10001+ employees
Funding
Current Stage
Late StageCompany data provided by crunchbase