Jobs at Cambridge Investment Research

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 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.

Serves as the primary service contact for financial professionals and staff transitioning to Cambridge. Owns inquiries and service cases, coordinates operational tasks across teams, tracks milestones and risks, provides system and process guidance, maintains transition records, resolves issues, and ensures effective handoff to long-term support teams.

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.

Supports broker-dealer and registered investment adviser compliance activities, including regulatory research, compliance reviews, trade surveillance, policy analysis, personal securities disclosures, audits, reporting, and documentation. The intern will analyze data, conduct investment product due diligence, assist with compliance training materials, and collaborate with leadership and cross-functional teams while gaining exposure to financial services regulatory programs.

Supports the Legal Department through legal and regulatory research, contract review and drafting, risk assessment, data analysis, memoranda, presentations, and special projects. Collaborates with attorneys and business stakeholders while gaining exposure to corporate, compliance, contracts, and operational legal matters. Uses legal research databases and business productivity systems in an in-house financial services environment.

Supports Cambridge’s Marketing and Communications team through filming, video and audio editing, podcast recording, motion graphics, event content, and video project coordination. The intern collaborates with internal partners and senior leaders, uses Adobe Creative Cloud and professional production equipment, and contributes to polished internal and external communications content while developing corporate video production skills.

Supports the Source Operations team with administrative work, data entry, record maintenance, document management, reporting, workflow backup, and process execution. Collaborates with Operations, Accounting, and other departments, contributes to continuous improvement, and uses business systems and approved AI tools to improve efficiency. This is an on-site, 11-week summer internship for current undergraduate students.

Supports consulting teams by analyzing workflows, identifying AI and automation opportunities, building and testing prototypes, analyzing data, creating reports and user insights, documenting solutions, and presenting recommendations to stakeholders. The internship provides hands-on exposure to AI, automation, technology, and financial advisor business operations.

Software Engineering Interns contribute to web and business-layer development across the software lifecycle. Responsibilities include coding, unit testing, code reviews, pair programming, build and release activities, database and API work, test planning, defect reporting, and Agile collaboration. Interns work with experienced engineers on meaningful product initiatives while developing technical, communication, and problem-solving skills.

Supports the Business Intelligence and Insights team by developing and testing cloud data pipelines, API integrations, ETL/ELT workflows, and data quality frameworks. The intern collaborates with architects, engineers, analysts, and business stakeholders to build scalable, trusted, AI-ready enterprise data solutions, document processes, and support reporting and analytics initiatives.

Supports Salesforce development and DevOps across configuration, metadata management, Apex and Lightning Web Components development, integrations, automated testing, code reviews, CI/CD, and release activities. The intern will create test plans, document workflows, report defects, and participate in Agile ceremonies while learning from experienced developers and release managers. The role is part of an 11-week, on-site summer internship program.

Administer and troubleshoot production applications, SFTP workflows, managed file transfers, and third-party integrations. Monitor file deliveries, investigate technical issues, support Azure DevOps deployments, and coordinate production releases with Platform Engineering. Gather requirements, manage vendor authentication and integration testing, and use GitHub and scripting to maintain applications. Ensure secure, reliable file delivery and communicate effectively with technical teams, business stakeholders, and vendors.

Leads a financial operations team supporting financial professionals, clients, and internal partners. Responsibilities include coaching and development, change management, process improvement, service-level and performance monitoring, resolving escalated concerns, analyzing trends, and enforcing accountability for goals and deadlines.

Drives adoption of insurance and financial planning solutions among financial advisors through consultative sales, demonstrations, training, relationship management, and strategic guidance. Builds opportunity pipelines, supports advisor integration of planning strategies, monitors market and regulatory trends, and communicates product feedback to internal teams. Partners across insurance, marketing, technology, business development, and advisor support functions to increase advisor engagement and business growth.