Teams at Cetera Financial Group

Manage and grow a supplied book of business by building relationships with affiliate CPA firms, generating leads, developing financial and tax-smart planning solutions, coordinating account openings with support staff, presenting recommendations to clients and CPAs, conducting client workshops, and driving asset growth and insurance sales while maintaining industry knowledge and compliance.

The Due Diligence Operations Manager oversees operational workflows for product due diligence, ensuring compliance and efficiency while managing cross-functional collaboration and risk management.

Design, build, and operate customer-facing CIAM solutions using Microsoft Entra B2C. Implement authentication (OIDC/OAuth/SAML), custom IEF policies, social/enterprise federation, MFA, self-service user journeys, token/claim strategies, provisioning/lifecycle processes, and monitoring/Tier 3 support. Collaborate with dev teams and stakeholders and maintain IAM platform documentation and standards.