Cetera Financial Group

Technology & Process Solutions Specialist

Cetera Financial Group$70K — $95K *
Information Technology
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 5-7 years of experience in IT/System Administration or similar roles.
  • Strong understanding of SaaS applications including Salesforce and Dropbox.
  • Proficient in user management and data governance within cloud environments.
  • Relevant IT certifications like CompTIA Cloud Essentials+ or Salesforce Administrator are a plus.
  • Familiarity with Windows, MacOS, and Linux operating systems.
  • Excellent problem-solving and critical thinking skills.
  • Strong interpersonal and communication abilities.

Responsibilities

  • Examine current systems for improvement opportunities.
  • Identify user requirements and additional features.
  • Administer user access for SaaS applications.
  • Collaborate with IT teams to implement new systems.
  • Troubleshoot issues with internal and third-party systems.
  • Ensure compliance with data governance policies.
  • Train users on new tech and provide ongoing support.
  • Upgrade systems as needed while managing project timelines.

Benefits

  • Inclusive health, dental, vision, and life insurance plans.
  • Access to mental health benefits for employees and families.
  • 20+ days of paid time off (PTO) plus wellness days.
  • Generous 401(k) savings plan with company contributions.
  • Paid parental and caregiver leave for family support.
  • Flexible Spending Account options for various expenses.
  • Employee Assistance Program, identity theft protection, and pet insurance.
Full Job Description
Job Description

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.

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 Financial Group

Cetera Financial Group is a network of independent broker-dealer firms that provide financial advice to individuals and small businesses. The company was founded in 2010 and is headquartered in El Segundo, California. Cetera Financial Group offers a range of services, including investment advice, financial planning, and insurance products. The company has over 8,000 financial advisors and manages over $200 billion in assets.
Learn more about Cetera Financial Group
Size
8,000 employees
Industry
Founded
2010

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