Senior Technology Consultant - RIA Blueprint bei Cetera Financial Group Inc
Cetera Financial Group Inc · San Diego, Vereinigte Staaten Von Amerika · Hybrid
- Senior
- Optionales Büro in San Diego
Cetera Financial Group is seeking a knowledgeable and client-focused Senior Technology Consultant to support our RIA Blueprint offering, a next-generation advisory platform purpose-built for independent Registered Investment Advisors. In this dual role, you’ll serve as both a strategic product owner and a trusted technology advisor, helping RIAs optimize their tech stack, streamline operations, and elevate the client experience.
At Cetera, we’re redefining what’s possible for independent RIAs. Join a team that’s building the future of RIA advisor technology, where your ideas, expertise, and leadership will shape a platform that empowers advisors and elevates the client experience across the industry.
We’re looking for a strategic, hands-on individual contributor with deep knowledge of the RIA ecosystem and a passion for empowering advisors through innovative technology. This is a unique opportunity to shape the future of advisor technology by delivering a seamless, integrated experience across portfolio management, CRM, financial planning, and compliance.
Key Responsibilities
RIA Technology Consulting
• Assess RIA business models and recommend technology solutions that align with their operational and compliance needs
• Guide RIAs through the evaluation and implementation of platforms such as CRMs, custodians, performance reporting tools, trading systems, and client portals
• Provide strategic input on technology architecture and integration
• Support M&A transitions and onboarding processes for RIAs joining the RIA Blueprint platform
• Support user acceptance testing for the RIA Blueprint advisory platform
Portfolio Trading & Model Consultation
• Consult on portfolio model construction, maintenance, and deployment
• Share industry best practices for model management, drift monitoring, and tax-aware rebalancing
• Support portfolio trading workflows, including model-based trading, rebalancing, and trade execution best practices
Performance Reporting
• Design and implement performance reporting templates tailored to RIA client segments
• Assist in setting up and configuring performance reporting systems
Training & Enablement
• Deliver training sessions to RIAs on selected technologies and operational best practices
• Create documentation, guides, and onboarding materials to support adoption and usage
• Train internal teams on RIA-specific workflows, including:
• What it means to be an RIA
• The RIA Blueprint Offering and Platform
• IAR-only structures and compliance considerations
Required Qualifications
• Strong understanding of the RIA business model, IARs, and operational framework is required.
• Ability to translate complex technical concepts into actionable business insights
• Entrepreneurial mindset with the ability to manage multiple priorities in a fast-paced environment
• Strong communication, presentation, and project management skills
• 8+ years of experience in the financial services industry
• Proficiency in Microsoft Excel, PowerPoint, and data visualization tools
Preferred Qualifications
• Additional knowledge of RIA compliance requirements and advisor workflows
• Securities licenses (Series 7, 24, 63/65, 66) preferred
• Previous experience with fintech systems like Orion, Envestnet, or Black Diamond
Compensation Range:
The base annual salary range for this role is $117,000 to $128,000, plus a competitive performance-based bonus. Base annual salary 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.
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Company
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+ 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 an independent financial advisor network and 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,and Cetera Financial Specialists.
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.
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.
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