Digital Product Specialist
Cetera Financial Group, Saint Cloud, MN, United States
The Digital Solutions Specialist is responsible for the coordination and execution of several items relating to the successful launch and ongoing maintenance of features and capabilities of Cetera’s digital platform, AdviceWorks. Reporting to the Managing Director, Digital Solutions, this role facilitates key deliverables relating to user acceptance testing, go to market planning, and ongoing platform support.
Responsibilities
Build and execute the UAT and Production Validation plan for AdviceWorks Releases, working with QA, IT and business SMEs and other stakeholders; coordinate User Acceptance tester training and actively manage UAT testing through completion.
Embrace and expand the team's AI‑first working model, utilizing AI tools to accelerate documentation, surface insights, and continuously improve support workflows.
Own the monthly enhancements review process end‑to‑end—curating and validating incoming enhancement requests in Airtable, surfacing trends and patterns in submission data, and presenting findings with topic breakdowns and counts to leadership and stakeholders.
Coordinate defect and bug prioritization and resolution through the production launch and warranty period.
Address planned and unplanned production issues, coordinating maintenance, communication, and business support.
Liaison with teams across the organization to track and assist in prioritization efforts.
Support configurations and testing of business processes in admissions software.
Administer user accounts for all platforms, including creating new accounts, setting prescribed user permission, etc.
Fulfill reporting requirements across multiple teams in the organization.
Perform other miscellaneous tasks as needed.
Support a fast‑paced environment with multiple, simultaneous projects amid changing priorities.
Promote a culture of collaboration and teamwork.
Basic Qualifications
3+ years of user acceptance testing experience.
Financial Services experience required; experience in other vertical industries is a nice to have.
Experienced leader and/or influencer of people and distributed teams.
Familiarity with Jira for defect tracking, sprint visibility, and bug report documentation—creating well‑structured tickets that cross‑functional teams can act on.
Ability to be a thought leader and influencer relating to the execution of a digital product/solution.
Ability to obtain, analyze, and report on data trends relating to user statistics, call volume/call drivers, user feedback.
Proven ability to engage, collaborate, and engender trust with other teams (including IT teams, SME, and leadership).
Perform other miscellaneous tasks as needed.
Preferred Qualifications
Customer‑centric approach to everything you do.
A style of working that combines a bias for action with a problem‑solving mindset, a can‑do attitude, the ability to adapt quickly, and a collaborative, team‑based approach to success.
Strong set of personal traits and values that complement Cetera’s core values of trust, transparency, and people first.
Ability to excel under pressure and prioritize multiple tasks simultaneously while delivering on‑time and with quality.
Exceptional communication and presentation skills, facilitating discussions across teams and/or groups of financial professionals, etc.
The base hourly range for this role is $76,000 - $90,000, plus a competitive performance‑based bonus. Base hourly range 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-Onsite
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 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.
Equal Employment Opportunity Statement 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.
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Responsibilities
Build and execute the UAT and Production Validation plan for AdviceWorks Releases, working with QA, IT and business SMEs and other stakeholders; coordinate User Acceptance tester training and actively manage UAT testing through completion.
Embrace and expand the team's AI‑first working model, utilizing AI tools to accelerate documentation, surface insights, and continuously improve support workflows.
Own the monthly enhancements review process end‑to‑end—curating and validating incoming enhancement requests in Airtable, surfacing trends and patterns in submission data, and presenting findings with topic breakdowns and counts to leadership and stakeholders.
Coordinate defect and bug prioritization and resolution through the production launch and warranty period.
Address planned and unplanned production issues, coordinating maintenance, communication, and business support.
Liaison with teams across the organization to track and assist in prioritization efforts.
Support configurations and testing of business processes in admissions software.
Administer user accounts for all platforms, including creating new accounts, setting prescribed user permission, etc.
Fulfill reporting requirements across multiple teams in the organization.
Perform other miscellaneous tasks as needed.
Support a fast‑paced environment with multiple, simultaneous projects amid changing priorities.
Promote a culture of collaboration and teamwork.
Basic Qualifications
3+ years of user acceptance testing experience.
Financial Services experience required; experience in other vertical industries is a nice to have.
Experienced leader and/or influencer of people and distributed teams.
Familiarity with Jira for defect tracking, sprint visibility, and bug report documentation—creating well‑structured tickets that cross‑functional teams can act on.
Ability to be a thought leader and influencer relating to the execution of a digital product/solution.
Ability to obtain, analyze, and report on data trends relating to user statistics, call volume/call drivers, user feedback.
Proven ability to engage, collaborate, and engender trust with other teams (including IT teams, SME, and leadership).
Perform other miscellaneous tasks as needed.
Preferred Qualifications
Customer‑centric approach to everything you do.
A style of working that combines a bias for action with a problem‑solving mindset, a can‑do attitude, the ability to adapt quickly, and a collaborative, team‑based approach to success.
Strong set of personal traits and values that complement Cetera’s core values of trust, transparency, and people first.
Ability to excel under pressure and prioritize multiple tasks simultaneously while delivering on‑time and with quality.
Exceptional communication and presentation skills, facilitating discussions across teams and/or groups of financial professionals, etc.
The base hourly range for this role is $76,000 - $90,000, plus a competitive performance‑based bonus. Base hourly range 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-Onsite
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 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.
Equal Employment Opportunity Statement 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.
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