Digital Experience Liaison

Cambridge Investment Research, Inc.; Fairfield (IA); Hybrid; USD 65,000 - 80,000; Full time

Benefits offered by this job

Medical, Vision, Dental insurance

Life Insurance

Long-term disability insurance

Vacation/Sick time

401K with company matching

Eleven paid holidays

Job summary

Cambridge Investment Research, Inc. is seeking a Digital Experience Liaison to unite people, processes, technology, and insights to advance Digital Experience priorities.

You will collaborate across teams to enhance experiences for financial professionals and associates, support strategic initiatives, and prepare the organization for what’s next. This role is ideal for a curious, relationship-focused problem solver who thrives navigating across functions, identifying opportunities, and

Qualifications

• Three or more years of experience in financial services, operations, customer service, technology support, business support, or related field.
• Strong communication, organization, and problem-solving skills.
• Demonstrated ability to build relationships and collaborate across teams.
• Ability to evaluate information, recognize patterns, and identify opportunities for improvement.
• Experience coordinating work across multiple stakeholders and maintaining progress toward shared outcomes.

Responsibilities

• Build trusted partnerships with leaders, associates, vendors, and business partners across the organization.
• Coordinate cross-functional initiatives that influence financial professional experiences, associate experiences, and service delivery.
• Identify opportunities to simplify processes, improve operational effectiveness, and create better experiences.
• Support organizational readiness and adoption for new tools, processes, technologies, and strategic initiatives.
• Gather and analyze feedback, trends, and data to identify insights and recommend actionable improvements.
• Connect teams, ideas, and priorities to strengthen alignment and communication across Digital Experience.
• Explore innovative solutions, including automation, artificial intelligence, and emerging technologies.
• Help initiatives maintain momentum by coordinating efforts, influencing outcomes, and driving follow-through.
• Partner with vendors and internal stakeholders to support shared goals and successful execution.

Skills

Communication

Organization

Problem-solving

Relationship-building

Job description

Key Deliverables and Responsibilities

We’re looking for a Digital Experience Liaison who can bring people, processes, technology, and insights together to help advance our Digital Experience priorities. In this highly collaborative role, you’ll work across teams to strengthen the experiences of financial professionals and associates, support strategic initiatives, and help prepare the organization for what’s next.

Job Summary

We’re looking for a Digital Experience Liaison who can bring people, processes, technology, and insights together to help advance our Digital Experience priorities. In this highly collaborative role, you’ll work across teams to strengthen the experiences of financial professionals and associates, support strategic initiatives, and help prepare the organization for what’s next.

This is an opportunity for a curious, relationship-focused problem solver who enjoys navigating across functions, identifying opportunities, and creating meaningful improvements. You won’t simply support the work. You’ll help connect it, influence it, and move it forward.

• Build trusted partnerships with leaders, associates, vendors, and business partners across the organization.
• Coordinate cross-functional initiatives that influence financial professional experiences, associate experiences, and service delivery.
• Identify opportunities to simplify processes, improve operational effectiveness, and create better experiences.
• Support organizational readiness and adoption for new tools, processes, technologies, and strategic initiatives.
• Gather and analyze feedback, trends, and data to identify insights and recommend actionable improvements.
• Connect teams, ideas, and priorities to strengthen alignment and communication across Digital Experience.
• Explore innovative solutions, including automation, artificial intelligence, and emerging technologies.
• Help initiatives maintain momentum by coordinating efforts, influencing outcomes, and driving follow-through.
• Partner with vendors and internal stakeholders to support shared goals and successful execution.

What We Are Looking For

• Three or more years of experience in financial services, operations, customer service, technology support, business support, or a related field.
• Strong communication, organization, and problem-solving skills.
• A demonstrated ability to build relationships and collaborate effectively across teams.
• The ability to evaluate information, recognize patterns, and identify opportunities for improvement.
• Experience coordinating work across multiple stakeholders and maintaining progress toward shared outcomes.

Location: Fairfield, IA or Phoenix, AZ – Hybrid in-office 3 days/week

Salary Range: $65,000-80,000

Why Cambridge?

Cambridge has competitive benefits and promotes a work/life balance to encourage individual success.

• Premium benefit package including medical, vision, dental, life and long-term disability insurance
• Vacation/sick time
• 401K retirement plan with company matching program
• Eleven paid holidays

You can find more details about our comprehensive benefits packagehere.

Cambridge Overview

Cambridge is a financial solutions firm that provides business support services to thousands of independent financial advisors. These advisors offer personalized investment services including wealth management, financial planning, and retirement services to individuals and families across the country. Cambridge provides significant compliance, technology, and transaction processing support to these financial advisors and their offices.