Compliance

• Lead the planning, development, and implementation of strategic Compliance department initiatives
• Develop and implement streamlined procedures and train team members on updated procedures
• Conduct on-site and virtual audits of financial professional offices
• Plan audit routes, schedule visits, and arrange flights, hotels, and rental cars
• Monitor adherence to internal policies, procedures, rules, and regulations
• Communicate regulatory updates to financial professionals and alert management to potential violations
• Facilitate training and provide guidance on escalated audit deficiencies through resolution
• Deliver Compliance support to management, company associates, and financial professionals
• Track open issues and follow up to ensure resolution
• Communicate pre- and post-audit results through formal written reports
• Follow up to confirm concerns are corrected within specified timeframes
• Maintain current knowledge of compliance regulations and industry topics
• Complete continuing education required for FINRA licenses

Senior Compliance Examiner

• Lead planning, development, and implementation of strategic Compliance department initiatives
• Develop and implement streamlined procedures and train team members on updated procedures
• Conduct on-site and virtual audits of financial professional offices
• Plan audit routes, schedule visits, and arrange flights, hotels, and rental cars
• Monitor adherence to internal policies, procedures, rules, and regulations
• Communicate regulatory updates and alert management to potential violations
• Facilitate training and guide team members through escalated audit deficiencies
• Provide Compliance support to management, company associates, and financial professionals
• Track open issues and follow up to ensure resolution
• Communicate pre- and post-audit results through formal written reports
• Follow up to confirm concerns are corrected within specified timeframes
• Maintain current knowledge of compliance regulations and industry topics
• Complete continuing education required for FINRA licenses

Consultant

• Provide support through phone, email, case management systems, chat, and other communication channels
• Own customer inquiries and service cases from intake through resolution
• Research issues, identify solutions, and collaborate with business partners and subject matter experts
• Process operational requests accurately and efficiently while balancing service, quality, timeliness, and risk management
• Review requests and documentation for completeness, accuracy, and compliance
• Translate complex information into clear, actionable guidance
• Proactively manage expectations through progress updates and realistic timelines
• Identify opportunities to improve processes, reduce customer effort, and enhance operational efficiency and service quality
• Share knowledge, support change initiatives, and strengthen team performance

Service Experience Consultant

IT Support

• Respond to technical support requests received via phone, email, and other support channels
• Troubleshoot and resolve routine hardware, software, Microsoft 365, and access-related issues
• Configure and deploy desktops, laptops, peripherals, and related technology equipment
• Document incidents, troubleshooting activities, and resolutions accurately within support systems
• Follow established IT support procedures, security protocols, and best practices
• Escalate complex issues to appropriate support teams while providing thorough documentation
• Support associates with various technology needs in a professional and customer-focused manner
• Collaborate with team members and cross-functional partners to ensure effective issue resolution
• Continuously develop technical knowledge and support skills through training and mentorship

IT Support Specialist

General

• Provide operational and administrative support to financial professionals and clients within the Service Experience team
• Process account-related activities
• Respond to client and financial professional inquiries
• Support incoming paperwork, account information, and distributions
• Interpret and communicate operational and financial industry policies and procedures
• Research issues and resolve inquiries in a timely manner
• Collaborate with internal associates to improve procedures and templates
• Streamline processes and improve client experience
• Adapt and adhere to Cambridge policies and core values

Service Experience Specialist

Full-stack Engineer

• Join Cambridge Technology product development teams
• Support product backlog priorities by designing and developing software features and components, including web programming and business-layer development
• Develop code and write automated unit tests
• Participate in code reviews and pair programming
• Contribute to build and release activities
• Apply software development lifecycle, coding, configuration, testing, and Agile team practices
• Work with relational databases, SQL, APIs, and event-driven components as applicable
• Create test plans and test cases, perform testing, document results, and report defects
• Evaluate design and coding options and explain tradeoffs with guidance from experienced engineers
• Communicate with stakeholders and team members

Software Engineering Intern

Salesforce Developer

• Support Cambridge’s Salesforce development and DevOps team across the software delivery lifecycle
• Support product backlog priorities through Salesforce administration and configuration, including page layouts and permission sets
• Develop Salesforce solutions using Apex and Lightning Web Components
• Support integrations involving Snowflake, Data 360, and Cambridge-developed services
• Write automated unit tests
• Participate in code reviews and pair programming
• Contribute to build and release activities
• Create test plans and test cases, perform testing, document results, and report defects
• Apply software development lifecycle, configuration, coding, testing, quality gate, and CI/CD practices
• Evaluate design, configuration, and coding options and explain tradeoffs with guidance from experienced engineers
• Document workflows and participate in Agile team activities, including sprint planning and work with user stories

Salesforce Developer Intern

Data Engineer

• Develop and test data pipelines that ingest, transform, and curate data within Cambridge’s cloud data platform
• Build and maintain API integrations and ETL/ELT workflows with guidance from data architects and engineers
• Support data quality and data governance processes
• Collaborate with data architects, engineers, analysts, and business stakeholders to deliver scalable data solutions
• Document data solutions
• Contribute to enterprise reporting and analytics initiatives
• Use SQL, Python, Snowflake, Azure, Event Hubs, Kafka, dbt, Git, Azure DevOps, Confluence, CI/CD, and database change management tools

Data Engineering Intern

Support Engineer

• Administer business-critical applications, managed file-transfer processes, and third-party integrations within the production environment
• Support third-party integrations relying on managed file transfer and secure file-delivery processes
• Administer and troubleshoot SFTP-based applications and workflows
• Support the transition from the legacy Globalscape environment to JSCAPE
• Monitor production applications and respond to failed or delayed file deliveries
• Help deploy Azure DevOps pipelines and changes into production environments
• Coordinate with Platform Engineering to confirm deployment requirements, expectations, and readiness
• Support frequent production releases while following established controls and validation practices
• Review application behavior and understand integrations, scripts, and supporting code
• Gather requirements from product teams and business stakeholders
• Partner with third-party vendors to establish authentication credentials and coordinate integration testing and validation
• Use GitHub repositories and continuous integration processes to support application maintenance and deployment

CIR

Senior Compliance Examiner

Senior Compliance Examiner

Service Experience Consultant

IT Support Specialist

Service Experience Specialist

Software Engineering Intern

Salesforce Developer Intern

Data Engineering Intern

IT Support Engineer