Job Description What we need:
The Digital Solutions Specialist is responsible for the coordination and execution of several items relating to the successful launch and ongoing maintenance of features and capabilities of Cetera's digital platform, AdviceWorks. Reporting to the Managing Director, Digital Solutions, this role facilitates key deliverables relating to user acceptance testing, go to market planning, and ongoing platform support.
What you will do:
Build and execute the UAT and Production Validation plan for AdviceWorks Releases, working with QA, IT and business SMEs and other stakeholders. Coordinate User Acceptance tester training and actively manage UAT testing through completion.
Embrace and expand the team's AI-first working model, utilizing AI tools to accelerate documentation, surface insights, and continuously improve support workflows as the technology evolves.
Own the monthly enhancements review process end-to-end - curating and validating incoming enhancement requests in Airtable, surfacing trends and patterns in submission data, and presenting findings with topic breakdowns and counts to leadership and stakeholders....
Coordinate defect and bug prioritization and resolution through the production launch and warranty period.
Address planned and unplanned production issues, coordination, maintenance, communication, and business support.
Liaison with teams across the organization to track and assist in prioritization efforts.
Support configurations and testing business processes in admissions software.
Administer user accounts for all platforms, including creating new accounts, setting prescribed user permission, etc.
Fulfill reporting requirements across multiple teams in the organization.
What you need to have (basic qualifications):
3+ years of user acceptance testing experience.
Financial Services experience required and other vertical industries a nice to have.
Experienced leader and/or influencer of people and distributed teams.
Familiarity with Jira for defect tracking, sprint visibility, and bug report documentation - including creating well-structured tickets that cross-functional teams can act on.
Ability to be a thought leader and influencer relating to the execution of a digital product/solution.
Ability to obtain, analyze, and report on data trends relating to user statistics, call volume/call drivers, user feedback.
Proven ability to engage, collaborate, and engender trust with other teams (including IT teams, SME, and leadership).
Perform other miscellaneous tasks as needed.
Support a fast-paced environment with multiple, simultaneous projects amidst changing priorities.
Promote a culture of collaboration and teamwork.
Really catch our eye with (preferred qualifications):
Customer-centric approach to everything you do.
A style of working that combines a bias for action with a problem-solving mindset, a can-do attitude, the ability to adapt quickly, and a collaborative, team-based approach to success.
Strong set of personal traits and values that complement Cetera's core values of trust, transparency, and people first.
Ability to excel under pressure and prioritize multiple tasks simultaneously while delivering on-time and with quality.
Exceptional communication and presentation skills, facilitating discussions across teams and/or groups of financial professionals, etc.
The base hourly range for this role is 76,000 - $90,000, plus a competitive performance-based bonus. Base hourly range 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-Onsite About UsAbout Us
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 plus 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 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.
" Cetera Financial Group " refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC , Cetera Wealth Services LLC (f/k/a Cetera Advisor Networks), Cetera Investment Services LLC (marketed as Cetera Financial Institutions, or Cetera Investors . All firms are members FINRA/SIPC.
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.
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