Data Support Analyst

The Data Support Analyst supports a variety of data issues on 3rd party vendor applications and Cetera’s proprietary systems that support financial advisors and their clients. The Analyst will be responsible for supporting these applications and will serve as a subject matter expert working with both vendors and internal teams to find solutions. Primary work is ticket management with an emphasis on researching data issues to identify scope of impact, root cause, and communicating effectively with relevant teams.
  
Requirements:

•    Bachelor’s degree in business, Computer Science, or Information Systems.
•    3+ years of experience in technology and user support, with an emphasis on data.
•    Experience working with vendors or product sponsors.
•    Strong initiative, proactive, and ability work through tickets in an organized and timely manner.  
•    Customer service oriented.
•    Strong ticket management and follow up
•    Ability to find solutions to escalations with a sense of urgency.
•    Excellent analytical thinking and problem-solving skills. 
•    Ability to identify scope of impact and root cause of an issue.
•    Excellent communication skills, ability to articulate across multiple departments and get to the point quickly.
•    Strong technical skills with ability to learn new tools and platforms. 
•    Ability to work independently and effectively with minimal supervision.

Nice to have:

•    Prior Broker-Dealer experience working with financial advisors.
•    Knowledge of SQL and/or Advanced Excel, working with large data sets.
•    Experience in the finance industry supporting end users on data issues on financial web-based applications.
•    Prior experience using Salesforce and/or JIRA.

This role is part of Cetera’s Digital Solutions department and will primarily be responsible for Salesforce tickets. The Analyst will report directly to the Supervisor.

Responsibilities Include:

•    Serve as a subject matter expert for data issues / requests within proprietary systems and vendor platforms.
•    Collaborate with sponsors, vendors, and internal teams to deliver effective solutions.
•    Identify scope of impact, and root cause of an issue. 
•    Analyze data using SQL and/or Excel with ability to derive meaningful insights.
•    Creating reports using SQL and/or Excel.
•    Resolve complex issues with a thorough understanding of systems’ abilities and advisors’ needs.
•    Provide Supervisor and/or Manager with progress of data issues, especially urgent/escalated items.     
•    Work with vendors to understand application functionalities, integration, and reporting capabilities.   
•    Work with vendors to build new data feeds or improve existing ones to include certain products or data elements.
 
 

About Us

What we give you in return:

Not many teams can say that they support people’s dreams coming to life… We happen to do that every day. And as important as we know your career is, we recognize that there’s a whole lot more to life. To ensure that our Employees can make the most of their time outside of working hours, we offer a competitive salary and for full-time roles, a benefits package including:

• Inclusive health, dental, vision and life insurance plans built to support diverse lifestyles, offer preventative care, and protect against hardship.
• Easy access to mental health benefits to meet our team members and their families where they are.
• 20 plus days of paid time off (PTO), paid holidays, and 2 paid wellness days to give our employees the time they need to stay close with their loved ones, recharge, and give back to their communities.
• 401(k) Savings plan with a generous company contribution (up to 5%), and access to a financial professional to offer our employees the opportunity to plan-ahead for a strong financial future well beyond their working years.
• Paid parental leave to support all team members with birth, adoption, and foster.
• Health Savings and Flexible Spending Account options to help you save money on healthcare, daycare, commuting, and more.
• Employee Assistance Program (EAP), LifeLock, Pet Insurance and more.

About Cetera Financial Group:

Cetera Financial Group® ("Cetera") is a leading network of independent retail broker-dealers empowering the delivery of objective financial advice to individuals, families and company retirement plans across the country through trusted financial advisors and financial institutions. Cetera is one of the largest independent financial advisor networks in the nation by number of advisors, as well as a leading provider of retail services to the investment programs of banks and credit unions.

Through its multiple distinct firms, Cetera offers independent and institutions-based advisors the benefits of a large, established broker-dealer and registered investment adviser, while serving advisors and institutions in a way that is customized to their needs and aspirations. Advisor support resources offered through Cetera include award-winning wealth management and advisory platforms, comprehensive broker-dealer and registered investment adviser services, practice management support, and innovative technology.

"Cetera Financial Group" refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Wealth Services LLC (f/k/a Cetera Advisor Networks), Cetera Investment Services LLC (marketed as Cetera Financial Institutions, or Cetera Investors. All firms are members FINRA/SIPC.

Cetera Financial Group is committed to providing an equal employment opportunity for all applicants and employees. For us, this is the only acceptable way to do business. Accordingly, all employment decisions at Cetera Financial Group, including those relating to hiring, promotion, transfers, benefits, compensation, and placement, will be made without regard to race, color, ancestry, national origin, citizenship, age, physical and/or mental disability, medical condition, pregnancy, genetic characteristics, religion, religious dress and/or grooming, gender, gender identity, gender expression, sexual orientation, marital status, U.S. military status, political affiliation, or any other class protected by state and/or federal law.

Agencies please note: this recruitment assignment is being managed directly by Cetera’s Talent Acquisition team. We will reach out to our preferred agency partners in the rare instance we require additional talent options. Your respect for this process is appreciated.

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