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Skills

ROOT
Presentations
Usability
Marketing
Regulatory Compliance
Productivity
Salesforce.com
Change Management
Project Implementation
Roadmaps
Training
Financial Services
IT Consulting
Workflow
Proposal Writing
Trading
Reporting
Effective Communication
Management
Collaboration
Analytical Skill
Conflict Resolution
Problem Solving

Summary

Job Description

A Platform Consultant serves as a subject matter expert and independent contributor, responsible for delivering consulting engagements, developing educational content, and driving platform adoption across advisors and internal teams. This role operates with a high degree of autonomy and plays a key role in translating platform capabilities into practical, advisor-facing solutions.

The Platform Consultant contributes in the following ways:

Develop intermediate to advanced platform expertise and apply it to advisor engagements
Independently deliver consulting, training, and webinars
Create and maintain educational content and enablement materials
Collaborate across departments and act as a liaison between teams
Support adoption initiatives and improve platform utilization and outcomes

Essential Duties and Responsibilities

Platform Knowledge Excellence
Develop and maintain strong proficiency in My Advice Architect (MAA), including both core functionality and advanced features
Understand key business workflows for advisory-based business and how to optimize them within MAA
Analyze platform usage trends and identify opportunities to improve advisor efficiency and adoption
Investigate and help resolve MAA platform issues, identifying root causes and recommending solutions
Partner with platform vendors and internal teams to relay feedback, track defects, and support enhancements

Platform Content Excellence
Create and deliver webinars, training sessions, and educational content for the MAA platform
Develop new training programs and webinar presentations aligned to advisor needs
Review and improve existing content for accuracy, completeness, and usability
Align content with best practices, business workflows, and adoption goals
Collaborate with internal teams (Training, Marketing, Compliance, Service) to develop and distribute content

Consulting & Advisor Engagement
Conduct 1:1 consults with advisors on fundamental and intermediate MAA topics
Deliver channel trainings, webinars, and conference sessions to support adoption
Assess advisor usage and recommend improvements to increase productivity and satisfaction
Document advisor engagements accurately in Salesforce CRM
Contribute to development of consulting frameworks, assessments, and delivery materials

Change Management & Project Execution
Take ownership of assigned projects and initiatives, ensuring timely and high-quality completion
Participate in platform roadmap discussions, release readiness, and adoption efforts
Support rollout of MAA enhancements through training, communications, and collateral
Act as a liaison across departments to coordinate efforts and ensure alignment

What you need to have:
3-5 years of experience in financial services technology, consulting, or platform-related roles
1-2 years of hands-on usage of the MAA (Envestnet) platform
Demonstrated ability to work independently and take initiative
Understanding of key MAA workflows (model building, proposal creation, account servicing, trading and reporting)
Effective communication skills with both technical and non-technical stakeholders
Ability to manage multiple priorities and deliver high-quality work consistently
Collaborative mindset and ability to work across teams
Analytical thinking and problem-solving capabilities
Commitment to continuous learning and staying current on platform capabilities

Compensation: The base salary range for this role in Dallas, TX is $70,000 - $95,000 plus a competitive performance-based bonus. Base salary depends on a wide array of factors, including but not limited to skill set, years and depth of experience, certifications, and location. Salary range may also differ significantly due to geography and cost of labor considerations.

Employers have access to artificial intelligence language tools (“AI”) that help generate and enhance job descriptions and AI may have been used to create this description. The position description has been reviewed for accuracy and Dice believes it to correctly reflect the job opportunity.

Dice Id: RTX1a6d2c
Position Id: 6496
Posted 1 day ago

Company Info

About Cetera Financial Group, Inc.

Advancing What's Next

Cetera Financial Group, Inc. is transforming how advisors guide individuals and families to achieve financial well-being at every stage of their lives.

We’re enablers. Mentors. Dream builders. Our purpose is to turn financial aspirations into reality. Within our community lies a vibrant wellspring of growth and opportunity for financial professionals, financial institutions, and individual investors alike. As a premier financial services firm, we don’t just deliver financial technology, bespoke guidance, research and market intelligence, and collaborative client-service platforms. We build environments where ideas thrive, connections flourish, and ambitions become remarkable achievements. Driven to deliver unwavering support and innovative solutions to help people live their purpose, we empower each other and the communities around us to bring a stronger tomorrow to life.

Investment Due Diligence Manager

Dallas, Texas

•

Today

Job Description The Due Diligence Operations Manager is responsible for the operational execution, governance, and continuous improvement of processes that support the firm's product due diligence team. This role partners closely with Due Diligence,Risk, Compliance, Legal, Product Management, National Sales, the Trading Desk and Operations to ensure due diligence activities are performed in a consistent, timely, welldocumented, and regulatorready manner. The role focuses on operational disciplin

Full-time

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Associate Platform Services Specialist

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Associate Platform Services Specialist

Cetera Financial Group, Inc.

Job Details

Skills

Summary

Company Info

About Cetera Financial Group, Inc.

Dice Job Match Score™

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