Digital Experience Liaison

Cambridge Investment Research, Inc.; Iowa, Northern (LA, KY); Hybrid; USD 65,000 - 80,000; Full time

Benefits offered by this job

Premium benefit package including many

Vacation/sick time

401K retirement plan with company匹配

Eleven paid holidays

Job summary

Cambridge Investment Research, Inc. seeks a Digital Experience Liaison to unite people, processes, technology and insights across the organization. This highly collaborative role supports strategic initiatives and helps prepare the company for what’s next.

You will build trusted partnerships with leaders, associates, vendors, and business partners, coordinate cross-functional initiatives, and identify opportunities to simplify processes and improve operational effectiveness.

Qualifications

• Three or more years of experience in financial services, operations, customer service, or related field.
• Strong communication, organization, and problem-solving skills.
• 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

• Bring people, processes, technology, and insights together to advance Digital Experience priorities.
• Work across teams to strengthen the experiences of financial professionals and associates.
• Coordinate cross-functional initiatives that influence experiences and service delivery.
• Gather and analyze feedback, trends, and data to identify actionable improvements.
• Explore automation, artificial intelligence, and emerging technologies to drive momentum.

Skills

Experience in financial services

Strong communication

Relationship building

Organizational skills

Problem solving

Cross-functional collaboration

Analytical thinking

Tools

Data analysis tools

Automation / AI concepts

Job description

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

Benefits

• 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

Why Cambridge?

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

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.

At Cambridge, we’re not just offering a job — we’re inviting you to join a community where you can make a real impact and grow a fulfilling career. With exceptional development opportunities and a team that truly supports your success, you’ll have everything you need to thrive. Learn more about working at Cambridge here.

Culture is at the core of who we are. We believe great things happen when people work together in a supportive, balanced, and collaborative environment. At Cambridge, your voice matters, friendships flourish, and you’ll always feel part of something bigger. Discover our culture here.