Investment Solutions Specialist

Cetera Financial Group San Diego , CA 92140

Posted 3 months ago

Position Title: Investment Solutions Specialist (IS Product Manager), Cetera Financial Group

What we need:

Cetera Financial Group is currently seeking an Investment Solutions Specialist for our office located in San Diego, CA. This is a unique opportunity to participate in architecting, developing and managing CFG's advisory platforms and investment programs. This role includes liaising with various internal department such as Research, Finance, Sales, Marketing, Technology, Operations, Legal and Compliance, as well as working closely with external vendors and investment managers.

What you will do:

  • Participate in the design and development of CFG's advisory programs and products and contribute to crafting Investment Solutions Group's vision and strategy

  • Serve as a subject matter expert on CFG's advisory platforms and programs and play an integral role in the day-to-day management of the platforms

  • Collaborate with various teams to identify, develop, and implement enhancements to the programs and products

  • Support Wealth Management Consulting and other business units in their effort to drive adoption of advisory platforms

  • Communicate and work with key stakeholders to understand business requirements and expectations for delivery of initiatives

  • Work with various internal and external constituencies to ensure timely, accurate and on budget delivery of initiatives

What you need to have:

  • Undergraduate degree from a four-year college or university; Master's degree or other relevant designations highly desirable.

  • Securities licenses (Series 7, 24, 63/65, 66) preferred

  • A min of 5-8 years of experience in financial services industry

  • Personal integrity, professionalism and strong work ethic

  • Strong analytical skills and attention to detail

Our top performers share the following traits:

  • Demonstrated ability to work under limited supervision, managing multiple projects and delivering under tight and shifting deadlines

  • Exhibits strategic thinking and capable of articulating ideas to a diverse group of stakeholders

  • Strong inter-personal skills; a team player with ability to work with different groups that may be looking to accomplish varied objectives

  • Excellent communication and problem-solving skills, acts with professionalism when dealing with clients, business partners, and senior management

  • Customer service-oriented

What we give you in return:

Our competitive Health program offers a comprehensive benefits package that supports healthy lifestyles, preventative care and helps to protect against hardship. Our retirement plan offers our employees the opportunity to plan ahead for a strong financial future well beyond their working years.

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 the second-largest independent financial advisor network 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 retail independent broker-dealers encompassing, among others, Cetera Advisors, Cetera Advisor Networks, Cetera Financial Institutions, Cetera Financial Specialists, First Allied Securities, and Summit Brokerage Services.

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 the 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.

Please Note: Cetera does not accept unsolicited Agency resumes. Anyunsolicited resumes received from Agencies will be considered property ofCetera unless specifically requested by Human Resources. Unsolicitedresumes will be ineligible for referral fees.


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Investment Solutions Specialist

Cetera Financial Group