Cetera Financial Group · 14 hours ago
Senior Platform Improvement Specialist
El Segundo, CA, United States
Full-time
Hybrid
Senior Level
$79K/yr - $135K/yr
5+ years expCetera Financial Group is seeking a Senior Platform Improvement Specialist. This person will play a pivotal role in gathering feedback from business stakeholders and partner with internal business owners to translate business needs into innovative technology requirements and solutions.
AdviceFinancial ServicesRetailRetirementWealth Management
Responsibilities
Manage key vendor relationships and ensure those vendors are engaged and meeting Cetera’s business needs/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
Other duties as assigned
Qualification
Required
Demonstrated ability to manage multiple priorities across internal and external stakeholders
Effective verbal and written communication skills and 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
Experience as a product owner
Experience leading or building recruiting, onboarding, and transitions technology capabilities
Preferred
Bachelor's degree or the equivalent is required
Minimum of 5 years of experience in platform design and development
Minimum two years project management experience
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 (7)
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
Dan Burkott
Chief Compliance Officer - Tax Channel
Recent News
2026-01-07
2026-01-07
2025-12-27
Company data provided by crunchbase