Senior Investment Advisory Solutions Specialist

Cetera • San Diego, CA

8h • $99,000 - $134,000

About The Position

The Senior Investment Advisory Solutions Specialist will support the management and ongoing development of Cetera’s Blueprint platform, focusing primarily on performance reporting and the Orion Reporting offering. Blueprint is an integrated RIA technology and service platform that combines advisor and client portals, Orion, financial planning tools, custodial connectivity, compliance support, onboarding resources, and service support to help advisors operate and grow more efficiently. This role manages reporting-related platform capabilities, supports advisor adoption, coordinates issue resolution, and partners with internal and external groups to improve the advisor and client experience.

The specialist supports day-to-day platform and reporting management, including Orion access, advisor setup and onboarding, data feeds, issue resolution, reporting setup, and platform enhancements. The role also maintains process documentation and advisor-facing materials, develops and reviews reports, analyzes operational and platform data, and supports reporting accuracy and usability across custodians, advisor offices, and internal teams.

The position works with advisors, service teams, operations, technology, compliance, billing, Orion, and other third-party providers. It helps identify reporting gaps, define business requirements, coordinate vendor requests and platform improvements, and serve as a subject matter resource for Blueprint reporting workflows and related operations. It also stays informed about advisory technology, reporting tools, data trends, and advisor needs that may affect platform strategy.

Requirements

• Undergraduate degree from a four-year college or university.
• At least 8 years of experience in financial services, advisory platforms, performance reporting, operations, or related technology support.
• Personal integrity, professionalism, and a strong work ethic.
• Strong analytical skills and attention to detail.
• Initiative and a desire to go above and beyond to deliver an impeccable client experience.
• Ability to work under limited supervision, manage multiple projects, and deliver under pressure with tight and shifting deadlines.
• Strong interpersonal skills and ability to work with different groups pursuing varied objectives.
• Excellent communication and problem-solving skills, with professionalism when dealing with clients, business partners, and senior management.
• Customer service orientation.

Nice To Haves

• A master’s degree or other relevant designations.
• Securities licenses such as Series 7, 24, 63/65, or 66.
• Experience with advisory technology, performance reporting, or platforms such as Orion, Envestnet, Albridge, Investigo, or Black Diamond.

Responsibilities

• Support day-to-day management of the Blueprint RIA platform, including performance reporting, Orion access, advisor setup, issue resolution, and platform enhancements.
• Help manage the Orion Reporting offering, including reporting-only access, data feeds, reporting setup, advisor onboarding, and ongoing support.
• Work with advisors and internal teams—including service, operations, technology, compliance, and billing—as well as Orion, to resolve reporting questions and platform issues.
• Support improvements to reporting accuracy, consistency, and usability across custodians, advisor offices, and internal teams.
• Maintain process documentation, job aids, FAQs, and advisor-facing materials for Blueprint reporting and Orion Reporting workflows.
• Coordinate with cross-functional partners to identify reporting gaps, prioritize enhancements, and support timely delivery of platform improvements.
• Develop and review reports from available data sources to support business decisions, advisor service, and platform management.
• Support adoption of Blueprint capabilities by helping advisors and internal teams understand reporting tools, workflows, and support resources.
• Support third-party vendor relationships central to Blueprint reporting, including Orion and other reporting, planning, and data partners.
• Assist with vendor enhancement requests, service issues, data questions, training needs, and follow-up items with vendors and internal partners.
• Participate in the design and development of Blueprint platform capabilities, emphasizing performance reporting, Orion Reporting, data quality, advisor experience, and scalable support processes.
• Work with stakeholders to understand business needs, define requirements, document current-state gaps, and support delivery of reporting and platform enhancements.
• Serve as a subject matter resource for Blueprint reporting workflows, Orion Reporting setup, advisor onboarding, and related operational processes.
• Maintain knowledge of advisory technology, performance reporting tools, data trends, and advisor needs that may affect Blueprint platform strategy.
• Analyze platform, reporting, and operational data to identify trends, support decisions, and recommend practical improvements.

Benefits

• Inclusive health, dental, vision, and life insurance plans.
• Access to mental health benefits.
• More than 20 days of paid time off, paid holidays, and two paid wellness days.
• 401(k) savings plan with company contributions of up to 5%.
• Access to a financial professional.
• Paid parental leave for birth, adoption, and fostering.
• Health Savings Account and Flexible Spending Account options.
• Employee Assistance Program (EAP).
• LifeLock identity theft protection.
• Pet insurance.
• Paid caregiver leave.
• Other voluntary benefits.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior