Cetera Financial Group · 5 hours ago
Senior Investment Solutions Specialist
San Diego, CA
Full-time
Hybrid
Senior Level, Lead/Staff
$89K/yr - $119K/yr
8+ years expCetera Financial Group is a leading network of independent retail broker-dealers empowering the delivery of objective financial advice. They are seeking a Senior Investment Solutions Specialist to oversee the management and enhancement of their advisory platform, collaborating with various teams to improve processes and support advisors effectively.
AdviceFinancial ServicesRetailRetirementWealth Management
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 create 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 required; master's degree or relevant professional designations preferred
8+ years of experience in financial services, with a strong understanding of advisory platforms
Exceptional analytical skills and attention to detail
Demonstrated ability to manage multiple projects under tight deadlines with minimal supervision
Strong interpersonal and communication skills; able to work effectively across diverse teams and objectives
High level of professionalism, integrity, and client-service orientation
Proactive, solutions-driven mindset with a commitment to delivering an outstanding experience
Preferred
master's degree or relevant professional designations preferred
Securities licenses (Series 7, 24, 63/65, or 66) preferred
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
Cetera Financial Group
Cetera Financial Group is a privately-held, independent broker-dealer and investment adviser families.
1001-5000 employees
H1B Sponsorship
Cetera Financial Group has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (5)
2024 (3)
2023 (5)
2022 (2)
2021 (2)
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
Genstar Capital
2023-10-04Private Equity
2018-07-17Acquired
Leadership Team
Michael Durbin
Chief Executive Officer
Tom Gooley
Chief Operating Officer
Recent News
2025-12-27
2025-12-16
Company data provided by crunchbase