We’re looking for a Digital Experience Liaison who can bring people, processes, technology, and insights together to help advance our Digital Experience priorities. In this highly collaborative role, you’ll work across teams to strengthen the experiences of financial professionals and associates, support strategic initiatives, and help prepare the organization for what’s next.
This is an opportunity for a curious, relationship-focused problem solver who enjoys navigating across functions, identifying opportunities, and creating meaningful improvements. You won’t simply support the work. You’ll help connect it, influence it, and move it forward.
Build trusted partnerships with leaders, associates, vendors, and business partners across the organization.
Coordinate cross-functional initiatives that influence financial professional experiences, associate experiences, and service delivery.
Identify opportunities to simplify processes, improve operational effectiveness, and create better experiences.
Support organizational readiness and adoption for new tools, processes, technologies, and strategic initiatives.
Gather and analyze feedback, trends, and data to identify insights and recommend actionable improvements.
Connect teams, ideas, and priorities to strengthen alignment and communication across Digital Experience.
Explore innovative solutions, including automation, artificial intelligence, and emerging technologies.
Help initiatives maintain momentum by coordinating efforts, influencing outcomes, and driving follow-through.
Partner with vendors and internal stakeholders to support shared goals and successful execution.
What We Are Looking For
Three or more years of experience in financial services, operations, customer service, technology support, business support, or a related field.
Strong communication, organization, and problem-solving skills.
A demonstrated ability to build relationships and collaborate effectively across teams.
The ability to evaluate information, recognize patterns, and identify opportunities for improvement.
Experience coordinating work across multiple stakeholders and maintaining progress toward shared outcomes.
Location: Fairfield, IA or Phoenix, AZ – Hybrid in-office 3 days/week
Salary Range: $65,000-80,000
Why Cambridge?
Cambridge has competitive benefits and promotes a work/life balance to encourage individual success.
- Premium benefit package including medical, vision, dental, life and long-term disability insurance
- Vacation/sick time
- 401K retirement plan with company matching program
- Eleven paid holidays
You can find more details about our comprehensive benefits package here.
Cambridge Overview:
Cambridge is a financial solutions firm that provides business support services to thousands of independent financial advisors. These advisors offer personalized investment services including wealth management, financial planning, and retirement services to individuals and families across the country. Cambridge provides significant compliance, technology, and transaction processing support to these financial advisors and their offices.
Skills Required
- Three or more years of experience in financial services, operations, customer service, technology support, business support, or a related field
- Strong communication, organization, and problem-solving skills
- Ability to build relationships and collaborate effectively across teams
- Ability to evaluate information, recognize patterns, and identify improvement opportunities
- Experience coordinating work across multiple stakeholders and maintaining progress toward shared outcomes
What We Do
Do you control your journey? Are you independent? At Cambridge, we are business innovators, financial planners, wealth advisors, business builders, next generation, retirement planners, visionaries, investment advisors, succession planners, entrepreneurs, and business owners. We believe clients come first, and we all need the freedom to customize our businesses, our way, to best serve our clients. Visit joincambridge.com to learn more. We believe every journey is important. We are independent. We are Cambridge. Visit youcontrolthejourney.com to see more about who we are, what we do, and why we do it. Securities offered through Cambridge Investment Research, Inc., a broker-dealer, Member FINRA/SIPC and Investment Advisory Services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Both are wholly-owned subsidiaries of Cambridge Investment Group, Inc. Cambridge and its predecessor broker-dealer was founded in 1981.
