Teams at Cambridge Investment Research

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.

Provides frontline technical support for hardware, software, Microsoft 365, and access issues. Configures and deploys computers and peripherals, documents incidents and resolutions, follows security procedures, escalates complex problems, and delivers customer-focused assistance to associates. The role also involves collaborating with technology teams and developing technical expertise through training and mentorship.