Cetera Financial Group is seeking a knowledgeable and client-focused Senior Technology Consultant to support our RIA Blueprint offering, a next-generation advisory platform purpose-built for independent Registered Investment Advisors. In this dual role, you’ll serve as both a strategic product owner and a trusted technology advisor, helping RIAs optimize their tech stack, streamline operations, and elevate the client experience.
At Cetera, we’re redefining what’s possible for independent RIAs. Join a team that’s building the future of RIA advisor technology, where your ideas, expertise, and leadership will shape a platform that empowers advisors and elevates the client experience across the industry.
We’re looking for a strategic, hands-on individual contributor with deep knowledge of the RIA ecosystem and a passion for empowering advisors through innovative technology. This is a unique opportunity to shape the future of advisor technology by delivering a seamless, integrated experience across portfolio management, CRM, financial planning, and compliance.

REQUIRED QUALIFICATIONS

• Strong understanding of the RIA business model, IARs, and operational framework is required.
• Ability to translate complex technical concepts into actionable business insights
• Entrepreneurial mindset with the ability to manage multiple priorities in a fast-paced environment
• Strong communication, presentation, and project management skills
• 8+ years of experience in the financial services industry
• Proficiency in Microsoft Excel, PowerPoint, and data visualization tools

PREFERRED QUALIFICATIONS

• Additional knowledge of RIA compliance requirements and advisor workflows
• Securities licenses (Series 7, 24, 63/65, 66) preferred
• Previous experience with fintech systems like Orion, Envestnet, or Black Diamond

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, 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