Cetera Services LLC
Senior Technology Consultant - RIA Blueprint
Cetera Services LLC, 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, youll 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, were redefining whats possible for independent RIAs. Join a team thats 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. Were 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 & Benefits
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. LI-Hybrid #J-18808-Ljbffr
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, youll 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, were redefining whats possible for independent RIAs. Join a team thats 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. Were 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 & Benefits
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. LI-Hybrid #J-18808-Ljbffr