Cetera Financial Group
Senior Technology Consultant - RIA Blueprint
Cetera Financial Group, San Diego, California, United States, 92189
Overview
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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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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