Senior Investment Advisory Solutions Specialist

Cetera Financial Group • San Diego, CA

12d

About The Position

The Senior Investment Advisory Solutions Specialist will support the management and ongoing development of Cetera’s Blueprint platform, with a primary focus 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 efficiently.

This role manages reporting-related platform capabilities, supports advisor adoption, coordinates issue resolution, and collaborates with internal and external partners to improve the advisor and client experience. It also contributes to platform development, data quality, reporting analysis, vendor coordination, and scalable support processes.

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.
• Strong analytical skills and attention to detail.
• Initiative and a commitment to delivering an excellent client experience.
• Ability to work under limited supervision, manage multiple projects, and deliver under pressure with tight and changing deadlines.
• Strong interpersonal skills and ability to work with different groups that may have varied objectives.
• Excellent communication and problem-solving skills.
• Professionalism when dealing with clients, business partners, and senior management.
• Customer service orientation.
• Personal integrity, professionalism, and a strong work ethic.

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 service, operations, technology, compliance, billing, and Orion teams to resolve performance reporting questions and platform issues.
• Support improvements to make Blueprint reporting more accurate, consistent, and easier to use 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 with vendors and internal business partners.
• Participate in designing and developing Blueprint capabilities, particularly in 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 decision-making, and recommend practical improvements.

Benefits

• Competitive performance-based bonus

What This Job Offers

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