Cetera Financial Group 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 the second-largest independent financial advisor network 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.
We’re looking to fill a Retirement Plan Solution Data Analyst to support initiatives focused on growing the retirement services. This role is a blend of data analysis, reporting and stakeholder communication. This is a hybrid role located in our San Diego, CA office.

WHAT YOU NEED TO HAVE: (REQUIREMENTS)

• Bachelor’s degree or equivalent experience
• 4-6 years of financial services experience3+ years of advanced Excel experience (x-lookup, shortcut keys, macros etc.)

• Maintain and improve data through discrepancy reconciliations, ensuring accuracy and data hygiene.
• Collaborate with internal teams to address and resolve advisor-related escalations promptly and professionally.
• Provide program support, including onboarding of new advisors and record-keepers/vendors.
• Develop an understanding of agreement structures and processes to manage responsibilities effectively.
• Assist in data reporting, ensuring accuracy and timely delivery of reports.
• Communicate effectively and in a timely manner with advisors, RK’s and other vendors, and internal teams, ensuring clarity and professionalism.
• Proactively identify and address potential data issues, performing detailed research as needed to resolve issues or improve processes.
• Strong communication skills with advisors, vendors, and internal teams.
• Ability to communicate clearly in written format, including the ability to document decisions made effectively by program management, with supporting rationale.
• Provide feedback and contribute to improving the overall fiduciary program experience.
• Document decisions and provide supporting rationale for management.Proficiency with the technology platform(s) used by the Retirement Plan Solutions (RPS) team.