Job Description
At Cetera we need detailed thinkers to help us deliver quality and value to our clients. As an experienced Data Management Specialist, you know how to uncover trends and tell meaningful stories through data continuous process improvement with the goal of making things more efficient and providing a better experience for our advisors/client and demonstrating a mindset of owning and seeing issues through to completion/resolution.
The Data Management Specialist supports a variety of solutions pertaining to data quality. Solutions are tied to 3 rd Party web-based applications that support financial advisors and clients. The Specialist will proactively work with both vendors and internal teams to create optimal solutions. A large part of the role also involves supporting strategic acquisitions and firmwide projects. There will be a lot of interaction with people, but on any given day half of it could be researching issues within the data.
This role, part of Cetera’s Digital Solutions department, involves managing various solutions based on their complexity and size. The Specialist will report directly to the Manager of Data Experience and follow a hybrid work schedule, meeting with the team at our El Segundo, CA office once a month.
What You Will Do
- Collaborate with sponsors, vendors, and internal teams to deliver effective solutions to improve data quality.
- Support strategic acquisitions and firmwide projects as needed.
- Evaluate existing solutions and identify opportunities to create an improved advisor experience.
- Focus on streamlining processes and/or create efficiencies.
- Ensure improvement processes are applied to optimize data quality within proprietary systems.
- Proactively reconcile data to ensure data is accurate and is feeding into all vendor and proprietary systems.
- Analyze data using SQL and/or Excel with ability to derive meaningful insights.
- Work with vendors to build new data feeds or improve existing ones to include certain products or data elements.
- Provide Manager with progress on data management projects.
- Manage vendor billing processes by ensuring debit files are provided accurately to firm commissions systems.
- Manage any discrepancies with vendors pertaining to advisor subscriptions.
What You Need To Have
- Bachelor’s degree in business, Computer Science, or Information Systems.
- 3+ years of experience working with vendors or product sponsors.
- 2+ years of experience working on data projects.
- Knowledge of SQL and/or Advanced Excel, working with large data sets.
- Experience in the finance industry supporting end users on data issues on financial web-based applications.
- Excellent communication skills, ability to articulate across multiple departments and get to the point quickly.
- Strong initiative, proactive, and ability to meet deadlines.
- Ability to prioritize multiple projects and tasks in an organized and timely manner.
- Excellent analytical thinking and problem-solving skills with ability to innovate.
- Strong technical skills with ability to learn new tools and platforms.
- Ability to work independently and effectively with minimal supervision.
Nice To Have
- Prior experience using JIRA.
- Prior Broker-Dealer experience.
Compensation
The salary range for this role is $65,000.00- $80,000.00, plus competitive performance-based bonus. Compensation packages are based on a wide array of factors unique to each candidate, including but not limited to skill set, years and depth of experience, certifications, and specific office location. Compensation ranges may differ in differing locations due to cost of labor considerations
About Us
What we give you in return:
Benefits
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+ days of paid time off (PTO), paid holidays, 1 paid wellness day and 1 days of paid volunteer time off (VTO) 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 an independent financial advisor network and 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 retail independent broker-dealers encompassing, among others, Cetera Advisors , Cetera Advisor Networks , Cetera Financial Institutions, Cetera Financial Specialists , and First Allied Securities .
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 the 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.