Practice Management Technology Liaison

Cambridge Investment Research • Fairfield, IA

267d • $50,000 - $65,000

About The Position

Cambridge Investment Research, Inc. stands as one of the nation's premier independent financial solutions firms, dedicated to empowering independent financial advisors and their clients. At Cambridge, we cultivate an inclusive, dynamic environment that thrives on innovation, collaboration, and growth. Our team is driven by a shared commitment to excellence, fostering a workplace where every individual feels valued, supported, and inspired to succeed. We provide a comprehensive range of flexible solutions across advice, growth, technology, and independence, tailored to meet the unique needs of our advisors. Guided by our core values—integrity, commitment, flexibility, and kindness—we lead with purpose, delivering impactful results for our clients and partners. At Cambridge, we don't just adapt to change; we shape it. As innovators, problem solvers, and trailblazers, we are redefining what it means to be independent. We are Cambridge.

Requirements

• Intermediate level of experience, typically around 5 or more years, with business consulting and/or vendor management, preferably within the financial industry.
• Registered Corporate Coach (RCC) certification or a commitment to obtaining it.

Responsibilities

• Work closely with financial professionals to assess firm technology offerings and recommend solutions that align with business needs and budget constraints.
• Research, evaluate, and negotiate with third-party technology providers for inclusion in the Value Added Technology Program.
• Maintain relationships with existing vendors and recruit new technology partners.
• Conduct technology demonstrations for prospective financial professionals and recruits to showcase the firm's technology support and solutions.
• Provide individualized coaching and consulting to financial professionals on best practices for leveraging technology in their business.
• Stay informed on the latest technology trends in financial services and broker/dealer operations.
• Develop best practice guides on efficiency, electronic marketing, and emerging industry technology.
• Recruit technology vendors to sponsor conferences and participate in Recruiting Home Office Visits to showcase technology solutions to prospective financial professionals.
• Generate reports from CRM, Compass, and other internal systems to track program metrics and provide insights to administration.
• Deliver engaging presentations to financial professionals and recruits, demonstrating how technology solutions can enhance their practice.

Benefits

• Premium benefit package including medical, vision, dental, life and long-term disability insurance
• Vacation/sick time
• 401K retirement plan with company matching program
• Eleven paid holidays

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Industry: Securities, Commodity Contracts, and Other Financial Investments and Related Activities
• Education Level: Bachelor's degree