Senior Investment Advisory Solutions Specialist

The candidate will support the management and ongoing development of Cetera’s Blueprint platform, with a primary focus on performance reporting and the Orion Reporting offering. Blueprint is Cetera’s integrated RIA technology and service platform that brings together advisor and client portals, Orion, financial planning tools, custodial connectivity, compliance support, onboarding resources, and service support to help advisors operate and grow more efficiently. This role will help manage reporting-related platform capabilities, support advisor adoption, coordinate issue resolution, and work with internal and external partners to improve the advisor and client experience.

Key Responsibilities

• Blueprint Platform and Reporting Management

  • Supports day-to-day management of the RIA Blueprint platform, including performance reporting, Orion access, advisor setup, issue resolution, and platform enhancements.

  • Helps manage the Orion Reporting offering, including reporting-only access, data feeds, reporting setup, advisor onboarding, and ongoing support needs.

  • Works with advisors, service teams, operations, technology, compliance, billing, and Orion to resolve performance reporting questions and platform issues.

  • Supports improvements that make Blueprint reporting more accurate, consistent, and easier to use across custodians, advisor offices, and internal teams.

  • Maintains process documentation, job aids, FAQs, and advisor-facing materials related to Blueprint reporting and Orion Reporting workflows.

  • Coordinates with cross-functional partners to identify reporting gaps, prioritize enhancements, and support timely delivery of platform improvements.

  • Develops and reviews reporting from available data sources to support business decisions, advisor service, and platform management.

  • Supports adoption of Blueprint platform capabilities by helping advisors and internal teams understand available reporting tools, workflows, and support resources.

• Vendor and Partner Management

  • Supports third-party vendor relationships that are central to Blueprint reporting, including Orion and other reporting, planning, and data partners.

  • Assists with enhancement requests, service issues, data questions, training needs, and follow-up items with vendors and internal business partners.

• Platform and Reporting Development

  • Participates in the design and development of Blueprint platform capabilities, with emphasis on performance reporting, Orion Reporting, data quality, advisor experience, and scalable support processes.

  • Works with stakeholders to understand business needs, define requirements, document current-state gaps, and support delivery of reporting and platform enhancements.

  • Serves as a subject matter resource for Blueprint reporting workflows, Orion Reporting setup, advisor onboarding, and related operational processes.

  • Maintains knowledge of advisory technology, performance reporting tools, data trends, and advisor needs that may affect Blueprint platform strategy.

  • Analyzes platform, reporting, and operational data to identify trends, support decision-making, and recommend practical improvements.

Core Qualifications

• Undergraduate degree from a four-year college or university; Master’s degree or other relevant designations highly desirable

• 8+ years of experience in financial services, advisory platforms, performance reporting, operations, or related technology support

• Securities licenses (Series 7, 24, 63/65, 66) preferred

• Experience with advisory technology, performance reporting, or platforms such as Orion, Envestnet, Albridge, Investigo, or Black Diamond preferred

• Personal integrity, professionalism, and strong work ethic

• Strong analytical skills and attention to detail a must

• Takes initiative and has desire to go above and beyond in order to deliver an impeccable client experience

• Demonstrated ability to work under limited supervision, managing multiple projects and delivering under pressure with tight and shifting deadlines

• Strong interpersonal skills; a team player with ability to work with different groups that may be looking to accomplish varied objectives

• Excellent communication and problem-solving skills, acts with professionalism when dealing with clients, business partners, and senior management 

• Customer service-oriented

Compensation: 

The base salary range for this role in San Diego, CA is $99,000 to $134,000, plus a competitive performance-based bonus. Base salary depends on a wide array of factors, including but not limited to skill set, years and depth of experience, certifications, and location. Salary range may also differ significantly due to geography and cost of labor considerations.

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+ 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 fostering.
• 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.
• Paid caregiver leave to provide time away from work when caring for an ill or recovering family member.
• Additional benefits such as an Employee Assistance Program (EAP), identity theft protection (LifeLock), pet insurance, and other voluntary benefits to provide extra peace of mind

About Cetera

Cetera Financial Group® (Cetera) is a leading network of independent retail broker-dealers and registered investment advisers 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 and a leading provider of retail services to the investment programs of banks and credit unions.

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 (Cetera) is a network of independent retail firms, including those that are members of FINRA/SIPC: Cetera Advisors LLC; Cetera Wealth Services, LLC (formerly known as Cetera Advisor Networks); Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors); and Cetera Financial Specialists LLC. Entities registered as investment advisers with the Securities and Exchange Commission include Cetera Investment Management LLC and Cetera Investment Advisers LLC. Cetera's principal office is located at 655 W. Broadway, 11th Floor, San Diego, CA 92101. Avantax Planning Partners, Inc. is an SEC registered investment adviser within the Aretec Group, Inc. (dba Cetera Holdings, an affiliate of Cetera). All the referenced entities are under common ownership.

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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