Job Description
We are at the forefront of transforming the future of technology in the financial industry, and we seek curious, practical individuals to help us pave the way. Our team is not intimidated by taking calculated risks, as they relish a good challenge and are eager to engage in problem-solving. As a member of our team, you will work alongside like-minded experts in a culture that is deeply rooted in innovation and progression. Join us to be part of a transformative journey that can shape the industry's future.
Currently, we're seeking an
Principal/Solutions Architect with a strong background in wealth management technology to join our Corporate Risk and Operations team. This is a remote opportunity near our offices in El Segundo, CA; San Diego, CA; Denver, Colorado; or Schaumburg, IL.
What You Will Do
The ideal candidate will possess
extensive wealth management technology experience and will excel in designing technical architecture solutions that encompass both in-house and third-party products. This includes integration and authentication across systems, addressing complex, large-scale business challenges to deliver secure, scalable, and high-performance solutions that fully leverage the capabilities of the technologies involved. Additionally, the successful candidate will lead the team and serve as the primary point of contact for the portfolio during
M&A integration.
- Articulate design considerations, trade-offs, benefits, and recommendations for technical architecture.
- Lead the team and be the single point of contact for the portfolio during M&A integration.
- Understand end to end processes and develop solutions based on this understanding.
- Excel as a leader in wealth management technologies, particularly those dedicated to supporting back-office functions.
- Lead in the data and system analysis develop data mapping and implementation of integration technologies.
- Has a deep understanding of wealth management business process and system/technical landscape in this industry.
- Recommend best practice solutions and designs based on client business needs.
- Is instrumental in leading the roadmap integration especially during M&A can facilitate strategy for definition, documentation of data flows and mappings.
- Collaborate with Functional team to determine how best to implement solution.
- Escalation Point for technical issues. Solution components that are outside of the immediate team.
- Integration (including a technology/not just) and data Migration End to End Technical Solutions Play TA role on projects: typically, on more than 1 project at a time.
What You Need To Have
- Must have a bachelor’s degree or equivalent (minimum 10 years work experience).
- At least 7-10 years of expertise in wealth management technology.
- A minimum of 5 years of experience in technology implementation for full lifecycle enterprise software projects.
What Is Nice To Have
- Familiarity with Agile and Scrum standards and methodologies
- 5 plus years of Solution Architecture experience in the wealth management industry.
- Significant data technology experience with deep, hands-on experience on data tools
- Very strong work ethic with a customer service focus
- 5 years of consulting experience preferred.
- Able to present to executive level audience.
- Ability to quickly adapt to change and approach problems with a flexible mind-set.
- Demonstrated ability to build, manage and foster a team-oriented environment.
Compensation
The salary range for this role is $150,000- $170,000, 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.
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