Jobs at Cambridge Investment Research

Maintains and improves enterprise server, network, backup, workstation, virtualization, and related infrastructure. Responsibilities include system monitoring, troubleshooting, maintenance, upgrades, clustering, failover replication, documentation, automation, and reliability improvements. The role also participates in a rotating 24/7 on-call schedule and requires strong independent problem-solving and communication skills.

Provides technical and compliance support to financial professionals using email archiving, encryption, social media provisioning, and supervisory review systems. Responsibilities include user access setup, troubleshooting, reporting, vendor coordination, policy adherence, customer service, issue tracking, process improvement, documentation, training, and mentoring. The role requires at least two years of related experience, technical troubleshooting ability, spreadsheet proficiency, strong communication skills, and familiarity with Microsoft Copilot, Excel, Outlook, Gmail, Smarsh, and Redtail.

Owns accounts payable accounting across multiple entities, including invoice processing, payment review, journal entries, accruals, reconciliations, month-end close, audit support, and internal controls. Uses Workday reports and dashboards to identify exceptions and payment issues, supports Workday AP processes, and drives automation and process improvements. Partners with Procurement, suppliers, finance teams, and Workday administrators while maintaining documentation and protecting confidential financial information.

Coordinates procurement and vendor management workflows, including vendor intake, due diligence, onboarding, contract routing, documentation, payment records, reporting, spend tracking, and supplier communications. Maintains vendor and contract records, monitors deadlines, supports compliance and cost optimization, prepares procurement materials, and assists with committee meetings, training documentation, and special projects.

Reviews account documentation, supports regulatory compliance processes, communicates policies, identifies and escalates potential violations, researches industry regulations, and monitors registered investment advisory communications. The role also responds to inquiries, handles confidential information, maintains compliance knowledge, and participates in departmental projects and cross-training.

Design, develop, and extend Adobe Experience Manager solutions including components, templates, workflows, and integrations. Optimize performance, support deployments and troubleshooting, conduct code reviews, document architecture, and collaborate with cross-functional teams in an Agile, hybrid environment.

Defines enterprise target-state architecture and multi-year technology roadmaps across application, data, integration, cloud, and infrastructure domains. Leads architecture governance, review boards, standards, and decision records while guiding modernization, API-first integration, data governance, responsible AI, security, resilience, and regulatory alignment. Partners with executives, engineers, compliance, risk, vendors, and audit teams, and mentors architects and senior engineers.

Provides phone, email, and consultative support for financial professionals using CIRStatements. Resolves reporting, performance calculation, account data, integration, and platform issues; delivers training; investigates data integrity concerns; collaborates with custodians, vendors, clearing firms, and internal teams; supports testing, documentation, account maintenance, and process improvements.

Operate Azure security services, monitor cloud threats, investigate and respond to incidents, manage vulnerabilities, and support secure Azure deployments. The role requires hands-on experience with Microsoft Sentinel, Defender for Cloud, Entra ID, Azure Key Vault, KQL, SIEM workflows, incident response, and vulnerability management.

Maintains accurate client and account data by entering, verifying, and researching information; resolving discrepancies; coordinating with internal teams and sponsor partners; communicating status and next steps; and completing quality checks. The role requires strong organization, attention to detail, problem-solving, professional communication, ownership, and the ability to manage multiple priorities independently.

Leads advisor growth and development for a financial services branch. Responsibilities include expanding advisor practices, recruiting and retaining financial professionals, developing growth strategies, coaching advisors, improving product adoption, managing relationships, overseeing supervisory and regulatory activities, resolving escalated issues, and supporting business planning, budgeting, and branch effectiveness.

Leads client experience improvement initiatives across departments by analyzing client feedback and business data, facilitating cross-functional projects, influencing stakeholders, and implementing process and automation improvements. The role engages directly with clients, develops journey and empathy maps, coaches associates and Green Belt participants, monitors outcomes, and aligns improvements with organizational priorities. Requires strong communication, strategic thinking, project leadership, data interpretation, and relationship-building skills, with up to 10% travel.

Provides phone and service-channel support to financial professionals, associates, and clients by resolving technology issues, managing access and passwords, explaining systems and procedures, and delivering real-time training. The role troubleshoots escalated concerns, performs data entry and paperwork processing, communicates compliance-related policies, and collaborates with internal teams and clearing firms to improve service efficiency.

Leads compliance initiatives and audits of financial professional offices, evaluates regulatory adherence, documents findings, communicates deficiencies, supports remediation, trains team members, improves procedures, and provides compliance guidance. The role requires managing multiple audits, follow-ups, travel logistics, regulatory updates, and escalated issues while maintaining FINRA licensing and industry knowledge.

Leads advisor growth and development by recruiting new advisor relationships, expanding existing partnerships, identifying cross-sell opportunities, and providing strategic consulting on practice management and business growth. Acts as a trusted relationship manager, promotes firm resources and technology, coordinates issue resolution, presents at events, and maintains CRM documentation. The role is hybrid in Milton, Georgia and requires travel as needed.

Supports investment manager and product research, alternative investment due diligence, risk evaluation, market commentary, and data analytics. Reviews regulatory filings, offering materials, and manager information using financial research platforms. Prepares reports, presentations, and written analyses while collaborating with senior analysts. This is an 11-week, paid, on-site internship for students pursuing finance, economics, data science, statistics, real estate, business analytics, or a related field.

Supports the UX and Product Design team by creating and maintaining scalable design system components in Figma. Responsibilities include refining reusable UI components, improving accessibility and consistency, documenting usage guidelines, and collaborating with designers and engineers. The intern will gain hands-on experience in UI design, design systems, visual design, and AI-assisted design workflows.

Supports financial service experience improvements through data analysis, process mapping, and process optimization. The intern identifies inefficiencies and service gaps, develops practical recommendations, and may implement solutions using Excel, Power BI, and business systems. The role collaborates across teams and provides exposure to broker-dealer operations through an 11-week paid summer internship.

Supports accounting operations including month-end close, compensation processing, reconciliations, reporting, data validation, documentation, and process improvement. Assists with Workday and Cadency transitions, system testing, data integrity reviews, and strategic implementation projects while collaborating with internal and external partners. This is an on-site, paid 11-week summer internship.

Supports the HR team and serves as a primary liaison for interns. Responsibilities include coordinating the internship program, planning events, managing communications, gathering feedback, supporting recruiting and onboarding, updating job descriptions, and providing administrative and project support. The intern rotates across HR functions and uses HR and productivity tools to support employee lifecycle activities and daily operations.