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Cetera Financial Group

Platform and services for independent advisors

Technology & Process Solutions Specialist

Enterprise ApplicationsConfirmed live in the last 24 hours
Full-timeDallas, TX, USANo salary listedIn-person

About the Job

Requirements

  • Proven experience as a system administrator, IT analyst, or in a similar role.
  • Strong knowledge of systems, software, cloud services, and software-as-a-service applications, including Salesforce, Dropbox, and Microsoft 365.
  • Experience with user management and data governance in cloud-based environments.
  • Familiarity with operating systems and platforms such as Windows, macOS, and Linux.
  • A bachelor's degree in Information Technology, Computer Science, or a related field, or equivalent work experience.

Responsibilities

  • Examine and evaluate current systems, identifying areas for improvement and optimization.
  • Identify system requirements by working with users to track additional requirements and features.
  • Administer user access and permissions for industry-specific vendors and cloud software-as-a-service applications such as Salesforce, Dropbox, and Notion.
  • Collaborate with IT teams to build and implement new systems and ensure seamless integration with existing systems.
  • Troubleshoot issues and outages internally and with third-party support teams, providing timely resolutions to minimize downtime.
  • Validate changes by testing programs and ensuring high levels of performance and data governance.
  • Implement and maintain data governance policies, ensuring compliance with relevant regulations.
  • Train users on new systems, provide support, and develop expertise to train staff on new technologies.
  • Upgrade systems with new releases and models as needed.
  • Assist the Solution Architect or Project Manager in ensuring deadline and budget requirements are met.
  • Stay up to date with current technologies and technical developments.

Desired Qualifications

  • Relevant certifications, such as CompTIA Cloud Essentials+ or Salesforce Certified Administrator.

About the Company

Cetera Financial Group

Platform and services for independent advisors

Cetera Financial Group runs a network of independent retail financial advisory firms and supports them with technology, marketing, compliance, and access to a wide range of investment products. Advisors use Cetera’s tools to manage client relationships, execute trades, and stay compliant, while Cetera earns fees and commissions from the products and services sold through the network. The platform differentiates itself by focusing on independent advisors and financial institutions, offering a broad, flexible set of resources and strategic partnerships that extend beyond captive channels. Its goal is to help independent advisors grow their practices and deliver strong outcomes for clients within a trusted partner network.

Company size
1,001-5,000
Company stage
Not listed
Total funding
Not listed
Headquarters
San Diego, CA
Founded
1981

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