Technology & Process Solutions Specialist

Posted 2 Days Ago
Be an Early Applicant
Dallas, TX, USA
In-Office
Entry level
Financial Services
The Role
Administer and improve SaaS and internal IT systems, manage user access and permissions, troubleshoot outages, coordinate integrations, test changes, maintain data governance, and train users. The role supports system upgrades, evaluates requirements, collaborates with IT teams and vendors, and helps ensure technology infrastructure meets performance, compliance, budget, and deadline expectations.
Summary Generated by Built In

We are seeking dedicated and resourceful Technology & Process Solutions Specialist to join our team. In this role, you will be responsible for maintaining,
upgrading, and managing our Saas software systems, as well as implementing and improving our internal IT systems. The ideal candidate should be strong
problem-solving skills, excellent communication abilities, and a passion for discovering and implementing new features in IT systems. Your primary goal will
be to ensure that our technology infrastructure runs smoothly and efficiently while meeting the needs of our internal and external users.

Responsibilities:

•    Examine and evaluate current systems, identifying areas for improvement and optimization.
•    Identify system requirements by working with users to track additional requirements and features.
•    Administer user access and permissions for Industry Specific Vendors and Cloud SaaS applications such as Salesforce, Dropbox, Notion, and others.
•    Collaborate with the IT teams to build and implement new systems and ensure seamless integration with existing systems.
•    Troubleshoot issues and outages internally as well as with 3rd party support teams, providing timely resolutions to minimize downtime.
•    Validate changes by testing programs and ensuring high levels of performance and data governance. 
•    Implement and maintain data governance policies, ensuring compliance with relevant regulations.
•    Train users on new systems, provide support, and develop expertise to train staff on new technologies.
•    Upgrade systems with new releases and models as needed. Assist Solution Architect / Project Manager Ensure deadline and budget requirements are met.
•    Stay up to date with current technologies and technical developments.

Requirements and Skills:

•    Proven experience as a System Administrator, IT Analyst, or similar role.
•    Strong knowledge of systems, software, cloud services, and SaaS applications (e.g., Salesforce, Dropbox, Microsoft 365, etc.).
•    Experience with user management and data governance in cloud-based environments.
•    Relevant certifications (e.g., CompTIA Cloud Essentials+, Salesforce Certified Administrators, etc.) are preferred.
•    Familiarity with various operating systems and platforms (e.g., Windows, MacOS, Linux).
•    Excellent problem-solving and critical-thinking skills.
•    Strong communication and interpersonal skills, with the ability to work well in a team and with interdisciplinary groups.
•    Resourcefulness and the ability to diagnose and resolve problems quickly.
•    Bachelor's degree or equivalent work experience in Information Technology, Computer Science, or a related field.
If you are passionate about IT systems and enjoy working in a dynamic and collaborative environment, we would love to hear from you. Apply now and help us
shape the future of our technology infrastructure.
 


Skills Required

  • Proven experience as a System Administrator, IT Analyst, or in a similar role
  • Strong knowledge of systems, software, cloud services, and SaaS applications, including Salesforce, Dropbox, and Microsoft 365
  • Experience with user management and data governance in cloud-based environments
  • Familiarity with Windows, macOS, Linux, and other operating systems and platforms
  • Strong problem-solving and critical-thinking skills
  • Strong communication and interpersonal skills
  • Ability to diagnose and resolve problems quickly
  • Bachelor’s degree or equivalent work experience in Information Technology, Computer Science, or a related field
  • CompTIA Cloud Essentials+ or Salesforce Certified Administrator certification

Cetera Financial Group Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Cetera Financial Group and has not been reviewed or approved by Cetera Financial Group.

  • Healthcare Strength — Health coverage is described as comprehensive, including medical, dental, vision, mental‑health support, and optional pet insurance. Feedback suggests the breadth of coverage is a relative strength.
  • Leave & Time Off Breadth — Time off includes a sizable PTO allotment with paid holidays, a dedicated wellness day, and a paid volunteer day. Feedback suggests the time‑off package exceeds basic employer offerings.
  • Retirement Support — Retirement support includes a 401(k) with company match and access to one‑on‑one financial planning. Feedback suggests the retirement program can be competitive, though specifics may depend on role or plan.

Cetera Financial Group Insights

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The Company
HQ: San Diego, CA
1,129 Employees
Year Founded: 1981

What We Do

Cetera Financial Group empowers the delivery of professional financial advice to individuals, families and company retirement plans across the country. We support independent and institutions-based advisors, tax professionals, and bank and credit union investment programs, ensuring they have the objective research, regulatory guidance, technology, tools and resources they need to help them and their clients pursue their dreams for the future. While our multiple distinct firms allow us to customize how we serve the needs of each advisor and investment program, all are united through our exclusive Advice-Centric Experience™, which makes the delivery of financial insight and advice more efficient, more transparent, and more human. Cetera Financial Group” refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), Cetera Financial Specialists LLC, and First Allied Securities, Inc. All firms are members FINRA / SIPC. Individuals affiliated with Cetera firms are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services

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