Supervisor, Data Experience

The Data Support Supervisor is responsible for the day-to-day leadership, operational oversight, and execution of the Data Support organization. This role ensures advisor-impacting issues are prioritized appropriately, work progresses consistently, escalations are actively managed, risks are surfaced early, and team members are effectively coached and developed. The Supervisor is responsible for workload management, escalation governance, employee development, vendor coordination, stakeholder communication, and overall operational effectiveness. Success in this role requires strong ownership, accountability, proactive risk management, and the ability to maintain visibility and control across team operations. As the primary operational leader for the team, the Supervisor is responsible for managing workload, staffing, service levels, escalations, and advisor-impacting risk while continuously improving team performance and operational efficiency. 
The Supervisor reports directly to the Senior Manager, Data Experience

Required Qualifications

• Bachelor's degree or equivalent experience in Business, Information Systems, Technology, Finance, Operations, or a related field.
• 4+ years of supervisory or team leadership experience in a support, operations, technology, service delivery, or data-related environment.
• Demonstrated experience managing escalations, operational workflows, and stakeholder communications.
• Experience coaching employees, managing performance, and driving accountability.
• Demonstrated ability to maintain operational control, proactively surface risks, drive execution, and ensure work progresses consistently.
• Strong analytical, organizational, and problem-solving skills.
• Ability to identify operational risks, workload constraints, root causes, and business impacts.
• Excellent written and verbal communication skills with the ability to communicate effectively to technical, business, and leadership audiences.
• Strong prioritization and execution skills with the ability to manage multiple competing priorities.
• Ability to operate independently, make sound decisions, and maintain operational control in a fast-paced environment.
• Strong sense of ownership, urgency, accountability, and customer focus.
 

Preferred Qualifications

• Broker-Dealer, Financial Services, FinTech, or Advisor Services experience.
• Experience supporting advisor-facing platforms, data environments, reporting platforms, or financial technology solutions.
• Experience managing third-party vendor relationships and vendor escalations.
• Experience using Salesforce, Jira, ServiceNow, or similar case management platforms.
• Experience analyzing operational metrics, backlog trends, SLA performance, and workload utilization.
• Experience with reporting and analytics tools such as SQL, Snowflake, Salesforce or Advanced Excel.
• Experience implementing process improvements, operational controls, documentation standards, and workflow optimization initiatives.
• Experience leveraging AI, automation, reporting, or workflow tools to improve operational efficiency and decision-making.

Key Responsibilities

Team Leadership & Accountability
• Lead, coach, and develop Data Support Analysts.
• Establish performance expectations and accountability standards.
• Conduct coaching, performance discussions, and employee development activities.
Operational Control & Workload Management
• Maintain operational control of workload, capacity, backlog, and service delivery.
• Ensure work is prioritized appropriately and progressing toward resolution.
• Monitor SLA performance, workload balance, and operational effectiveness.
Escalation Governance & Risk Management
• Own the escalation management process for advisor-impacting issues.
• Ensure escalations have clear ownership, next steps, and follow-up plans.
• Identify and proactively communicate operational, staffing, vendor, and service risks.
• Drive root cause analysis and corrective actions for recurring issues.
Vendor & Stakeholder Management
• Coordinate issue resolution across internal teams, business partners, and vendors.
• Drive accountability for commitments, timelines, and deliverables.
• Maintain trusted relationships with key stakeholders.
Communication & Reporting
• Provide clear, timely updates regarding escalations, risks, operational performance, and staffing.
• Maintain reporting, metrics, dashboards, and management summaries.
• Ensure stakeholders have appropriate visibility into issues and priorities.
Continuous Improvement
• Improve processes, workflows, documentation, and operational effectiveness.
• Promote standardization, knowledge management, and best practices.
• Leverage technology, reporting, automation, and AI-enabled tools to improve efficiency and decision-making.
 

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.

Please review our Workforce Privacy Policy for further details on what information we collect and the purposes for collection.