Product Specialist - RIA Blueprint Platform
Cetera Financial Group, San Diego, California, United States, 92189
Job Description
The Product Specialist, RIA Blueprint Platform, will play a critical role in supporting the design, development, and ongoing management of CFG's advisory platform. This position is responsible for driving platform enhancements, developing new programs, and ensuring operational excellence through close collaboration with internal and external partners. The role requires strong communication skills, a strategic mindset, and the ability to serve as a key liaison across multiple teams, including Asset Management, Technology, Operations, Sales & Marketing, and Compliance.
What you will do: Platform Management • 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. Vendor Management • 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. Platform & Product Development • 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.
What you will have: • 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.
What is nice to have: • 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.
Compensation:
The base salary range for this role is $73,000- $ 126,000, plus competitive performance-based bonus. Compensation packages are based on a wide array of factors unique to each candidate, including but not limited to skill set, years and depth of experience, certifications, and specific office location. Compensation ranges may differ in differing location due to cost of labor considerations.
#LI-Hybrid
About Us
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: 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 plus 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.
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 one of the largest independent financial advisor networks in the nation by number of advisors, as well as 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 independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Wealth Services LLC (f/k/a Cetera Advisor Networks), Cetera Investment Services LLC (marketed as Cetera Financial Institutions, or Cetera Investors. All firms are members FINRA/SIPC.
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 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.
The Product Specialist, RIA Blueprint Platform, will play a critical role in supporting the design, development, and ongoing management of CFG's advisory platform. This position is responsible for driving platform enhancements, developing new programs, and ensuring operational excellence through close collaboration with internal and external partners. The role requires strong communication skills, a strategic mindset, and the ability to serve as a key liaison across multiple teams, including Asset Management, Technology, Operations, Sales & Marketing, and Compliance.
What you will do: Platform Management • 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. Vendor Management • 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. Platform & Product Development • 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.
What you will have: • 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.
What is nice to have: • 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.
Compensation:
The base salary range for this role is $73,000- $ 126,000, plus competitive performance-based bonus. Compensation packages are based on a wide array of factors unique to each candidate, including but not limited to skill set, years and depth of experience, certifications, and specific office location. Compensation ranges may differ in differing location due to cost of labor considerations.
#LI-Hybrid
About Us
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: 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 plus 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.
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 one of the largest independent financial advisor networks in the nation by number of advisors, as well as 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 independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Wealth Services LLC (f/k/a Cetera Advisor Networks), Cetera Investment Services LLC (marketed as Cetera Financial Institutions, or Cetera Investors. All firms are members FINRA/SIPC.
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 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.