Senior Investment Advisory Solutions Specialist

CETERA

. Support day-to-day management of Cetera’s RIA Blueprint platform, including performance reporting, Orion access, advisor setup, issue resolution, and platform enhancements .

Posted 10/16/2026full-timeSan Diego • California • United StatesSenior💰 $99,000 - $134,000 per yearWebsite

About the role

Key responsibilities & impact

Support day-to-day management of Cetera’s RIA Blueprint platform, including performance reporting, Orion access, advisor setup, issue resolution, and platform enhancements
Help manage the Orion Reporting offering, including reporting-only access, data feeds, reporting setup, advisor onboarding, and ongoing support
Work with advisors, service teams, operations, technology, compliance, billing, and Orion to resolve reporting questions and platform issues
Improve reporting accuracy, consistency, usability, and support processes
Maintain process documentation, job aids, FAQs, and advisor-facing materials
Coordinate with cross-functional partners to identify reporting gaps, prioritize enhancements, and support delivery
Develop and review reports from available data sources to support business decisions and advisor service
Support adoption of Blueprint capabilities by advisors and internal teams
Support third-party vendor relationships, enhancement requests, service issues, data questions, training, and follow-up
Participate in designing and developing platform capabilities focused on reporting, data quality, advisor experience, and scalable support
Understand business needs, define requirements, document gaps, and support reporting and platform enhancements
Serve as a subject matter resource for reporting workflows, Orion setup, advisor onboarding, and operational processes
Analyze platform, reporting, and operational data to identify trends and recommend improvements

Requirements

What you’ll need

Undergraduate degree from a four-year college or university
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
Strong analytical skills and attention to detail
Ability to work under limited supervision, manage multiple projects, and deliver under pressure with tight and shifting deadlines
Strong interpersonal, communication, and problem-solving skills
Customer service orientation

Benefits

Comp & perks

Inclusive health, dental, vision, and life insurance plans
Mental health benefits
20+ days of paid time off (PTO)
Paid holidays
2 paid wellness days
401(k) savings plan with company contribution up to 5%
Access to a financial professional
Paid parental leave
Health Savings Account and Flexible Spending Account options
Employee Assistance Program (EAP)
LifeLock identity theft protection
Pet insurance
Paid caregiver leave
Other voluntary benefits