Teams at Cambridge Investment Research

Supports new financial professionals transitioning their practices to Cambridge by developing tailored onboarding plans, coordinating internal resources, delivering training, resolving escalated issues, and maintaining strong communication. The role serves as a primary onboarding contact, follows up on action items, improves workflows and user experience, and supports transition-related projects.

Processes payments, enters and maintains accounting transactions, scans and indexes documents, reviews records for accuracy, resolves routine payment questions, and provides customer service. The role also protects sensitive financial information, supports accounting projects, and cross-trains on departmental responsibilities. It is hybrid, requiring three in-office days per week in Fairfield, Iowa, or Phoenix, Arizona.

Leads enterprise AI product strategy, roadmaps, discovery, experimentation, MVP delivery, launches, adoption, and continuous improvement. Partners with data and cross-functional teams to improve governance, quality, lineage, accessibility, and AI readiness. Translates strategy into backlogs, user stories, metrics, and business cases while embedding responsible AI, privacy, compliance, security, and oversight requirements. Guides Snowflake and Salesforce AI initiatives and measures outcomes including adoption, productivity, efficiency, quality, and risk reduction.