Digital Product Specialist

CeteraSaint Cloud, MN
Onsite

About The Position

The Digital Solutions Specialist is responsible for the coordination and execution of several items relating to the successful launch and ongoing maintenance of features and capabilities of Cetera’s digital platform, AdviceWorks. Reporting to the Managing Director, Digital Solutions, this role facilitates key deliverables relating to user acceptance testing, go to market planning, and ongoing platform support.

Requirements

  • 3+ years of user acceptance testing experience.
  • Financial Services experience required and other vertical industries a nice to have.
  • Experienced leader and/or influencer of people and distributed teams.
  • Familiarity with Jira for defect tracking, sprint visibility, and bug report documentation — including creating well-structured tickets that cross-functional teams can act on.
  • Ability to be a thought leader and influencer relating to the execution of a digital product/solution.
  • Ability to obtain, analyze, and report on data trends relating to user statistics, call volume/call drivers, user feedback.
  • Proven ability to engage, collaborate, and engender trust with other teams (including IT teams, SME, and leadership).

Nice To Haves

  • Customer-centric approach to everything you do.
  • A style of working that combines a bias for action with a problem-solving mindset, a can-do attitude, the ability to adapt quickly, and a collaborative, team-based approach to success.
  • Strong set of personal traits and values that complement Cetera’s core values of trust, transparency, and people first.
  • Ability to excel under pressure and prioritize multiple tasks simultaneously while delivering on-time and with quality.
  • Exceptional communication and presentation skills, facilitating discussions across teams and/or groups of financial professionals, etc.

Responsibilities

  • Build and execute the UAT and Production Validation plan for AdviceWorks Releases, working with QA, IT and business SMEs and other stakeholders.
  • Coordinate User Acceptance tester training and actively manage UAT testing through completion.
  • Embrace and expand the team's AI-first working model, utilizing AI tools to accelerate documentation, surface insights, and continuously improve support workflows as the technology evolves.
  • Own the monthly enhancements review process end-to-end — curating and validating incoming enhancement requests in Airtable, surfacing trends and patterns in submission data, and presenting findings with topic breakdowns and counts to leadership and stakeholders.
  • Coordinate defect and bug prioritization and resolution through the production launch and warranty period.
  • Address planned and unplanned production issues, coordination, maintenance, communication, and business support.
  • Liaison with teams across the organization to track and assist in prioritization efforts.
  • Support configurations and testing business processes in admissions software.
  • Administer user accounts for all platforms, including creating new accounts, setting prescribed user permission, etc.
  • Fulfill reporting requirements across multiple teams in the organization.
  • Perform other miscellaneous tasks as needed.
  • Support a fast-paced environment with multiple, simultaneous projects amidst changing priorities.
  • Promote a culture of collaboration and teamwork.

Benefits

  • 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 plus 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.

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What This Job Offers

Job Type

Full-time

Career Level

Mid Level

Education Level

No Education Listed

Number of Employees

251-500 employees

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