Cetera Financial Group
Director, Master Data Management
Cetera Financial Group, El Segundo, California, United States
15 hours ago Be among the first 25 applicants
Head of Master Data Management (MDM) At Cetera, we don’t just manage wealth; we provide the insight and tools that help over 12,000 independent financial professionals reach their full potential. Data is the heartbeat of our Wealth Hub, and as the Head of MDM, you will be the architect ensuring that this data is the ultimate source of truth, fueling the AI‑driven tools and personalized experiences our advisors rely on to grow their businesses.
Key Responsibilities
Define and execute a forward-thinking MDM strategy that aligns with Cetera’s “Intelligence Engine” and broader digital transformation goals.
Partner with authoritative data sources to identify domains and attributes that align with our enterprise architecture, positioning our MDM platform as the definitive System of Record (SOR).
Design end-to-end MDM lifecycles—from onboarding and validation to stewardship and publishing—ensuring data is an asset, not a hurdle.
Establish and enforce survivorship logic, hierarchy management, and data quality rules that maintain compliance while fostering innovation.
Own the MDM technology stack, partnering with IT to select and optimize scalable tools that grow alongside our advisor network.
Mentor a high-performing team of data stewards, fostering a culture of accountability and collaboration across the organization.
Qualifications
10+ years in the data management trenches, with 5+ years leading MDM strategy in a complex, high-growth and heavily regulated environment.
Deep expertise in MDM platforms and their integration with CRM/ERP systems.
Proven ability to translate complex data concepts into business value, influencing stakeholders and driving the adoption of best practices.
A passion for coaching and developing talent, ensuring your team is equipped to meet the needs of the modern wealth management landscape.
Compensation The base annual salary range for this role is $164,000 – $265,000 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.
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+ 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 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 help plan 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 one of the largest independent financial advisor networks 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.
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.
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.
Please review our Workforce Privacy Policy for further details on what information we collect and the purposes for collection.
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Head of Master Data Management (MDM) At Cetera, we don’t just manage wealth; we provide the insight and tools that help over 12,000 independent financial professionals reach their full potential. Data is the heartbeat of our Wealth Hub, and as the Head of MDM, you will be the architect ensuring that this data is the ultimate source of truth, fueling the AI‑driven tools and personalized experiences our advisors rely on to grow their businesses.
Key Responsibilities
Define and execute a forward-thinking MDM strategy that aligns with Cetera’s “Intelligence Engine” and broader digital transformation goals.
Partner with authoritative data sources to identify domains and attributes that align with our enterprise architecture, positioning our MDM platform as the definitive System of Record (SOR).
Design end-to-end MDM lifecycles—from onboarding and validation to stewardship and publishing—ensuring data is an asset, not a hurdle.
Establish and enforce survivorship logic, hierarchy management, and data quality rules that maintain compliance while fostering innovation.
Own the MDM technology stack, partnering with IT to select and optimize scalable tools that grow alongside our advisor network.
Mentor a high-performing team of data stewards, fostering a culture of accountability and collaboration across the organization.
Qualifications
10+ years in the data management trenches, with 5+ years leading MDM strategy in a complex, high-growth and heavily regulated environment.
Deep expertise in MDM platforms and their integration with CRM/ERP systems.
Proven ability to translate complex data concepts into business value, influencing stakeholders and driving the adoption of best practices.
A passion for coaching and developing talent, ensuring your team is equipped to meet the needs of the modern wealth management landscape.
Compensation The base annual salary range for this role is $164,000 – $265,000 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.
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+ 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 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 help plan 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 one of the largest independent financial advisor networks 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.
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.
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.
Please review our Workforce Privacy Policy for further details on what information we collect and the purposes for collection.
#J-18808-Ljbffr